Technology Solutions for Legal Professionals

Welcome to BCS Learning Center

Training for the users of your software applications is the best investment you can make to ensure a successful software implementation and use of that software. Without proper training your users will not get the most productivity from the software applications.
Baker+Cadence|Solutions, LLC wants to help our clients get the most out of their software investment by providing continuing education on all software products we sell and support. With this objective in mind, we offer the BCS LEARNING CENTER as another vehicle for our clients to provide quality training for their employees.

Our clients use the BCS Learning Center to:

  • Provide training for a new employee on one or more software products
  • Provide training for returning employees on one or more software products
  • Provide refresher training for an employee on a particular application
  • Provide training on an application for an employee taking on new responsibilities
  • Provide training on software after an application upgrade

 

The BCS Learning Center provides the following types of training:

ON-SITE SESSIONS:
This has been, and continues to be, our preferred delivery method for training on the software products, especially after the initial installation of the software application. We prefer to use this personal approach whenever it is practical and affordable for our clients. We will travel anywhere to provide application training on any of the products we represent.

REMOTE SESSIONS:
Remote training sessions are popular for new employees, refresher group sessions or Lunch-N-Learn type sessions where we focus on one or more software feature. Whatever the reason, the BCS Learning Center can help! These webinar training sessions can be scheduled and customized to meet your firm’s particular needs.  New employee sessions or refresher group sessions are typically 1.5 to 2 hours. Lunch-N-Learn sessions are typically 45 minutes to one hour.

To schedule training classes please call us toll-free
at 916-677-4277 or email info@bakercadence.com

Courses We Currently Offer

Worldox GX4Tabs3PracticeMasterMicrosoft Office

Worldox Classes

  • Worldox Academy

    This is a self-help video course laid out in an ordered way to learn the skills you need to use Worldox effectively. It can be used for preparation for formal Worldox user training, or as a post Worldox user training refresher. Because it is video, the courses show you “how” to do certain things with Worldox and also discuss the “why” for using various features and tools in Worldox. And, the benefit is you can use them at your own pace and when you want to use them.
    Learn More

    Duration: <1 hour

  • Worldox New User Training

    This training is designed to assist the new user of Worldox learn the basics to be immediately and effectively using Worldox. Included in in this course is the Worldox user interface, Cabinet structure, document Save Profile, document Search, using Favorite files and matters, sharing documents, E-mail management, creating and using Bookmarks, and more.

    Duration: 2-3 hours

  • Worldox Advanced User Training

    This session is designed to assist a skilled current Worldox user to expand their knowledge of Worldox features. This session includes a review of new user basics including Search, Filters, additional advanced features like Projects and Relations, productivity tips, and user interface customization.

    Duration: 2-2.5 hours

  • Worldox Administrator Training

    This session is for the individual(s) within the firm who are responsible for maintenance of the Worldox system. The administrator(s) will select desired topics from our curriculum. Topics may include new user setup, group security, Indexer care, profile setup, field tables, feature permissions, records retention, Ethical Walls, and an overview of other functions.

    Duration: 1-2 hours

  • Worldox Web Mobile User Training

    This session is an overview on how to use Worldox Web Mobile from a workstation browser and mobile telephone.The firm Worldox/Web site will be accessed for browser training. Each attendee should have a laptop, or iPad or cell phone with Internet browser software. Mobile browser setup will be included.

    Duration: 1-2 hours


Tabs3 Classes

  • Tabs 3 Billing, Statement Customization, and Accounts Receivable

    This training focuses on reviewing the Tabs3 billing cycle; preparation of Draft and Final bills; designing the billing statements including creating and editing the Statement Templates; review of certain reports including the Pre-Bill Tracking Report, and the Accounts Receivable reports.

    Other billing topics can be covered as requested by attendees.

    Duration: 3– 4 hours

  • Tabs 3 / PracticeMaster Time Entry and Time Management

    The focus of this training is for attorneys, paralegals, and law clerks that use Tabs3 or PracticeMaster for time entry. The use of timers will be reviewed, and the interface with Outlook. Word, Excel and PracticeMaster for time entry and time management is included. Also covered are reviewing the use of Tabs3 reports for time management.

    Duration: 1 hour

  • Tabs 3 General Ledger

    This will be a complete review of the Tabs3 General Ledger module. The session includes the setup of the Chart of Accounts, bank account reconciliation, journal entries, General Ledger reports, and the setup of the integration with Tabs3, and Tabs3 Accounts Payable modules.

    Duration: 2-4 hours

  • Tabs 3 Accounts Payable

    This training is a complete review of the Tabs3 Accounts Payable module. Topics covered are: setup of new accounts, invoice entry, printing checks, setup of check printer, setup of the interface to Tabs3 and General Ledger, and accounts payable reports.

    Duration: 1 – 2 hours

  • Tabs 3 Trust Accounting

    This training is a complete review of the Tabs3 Trust Accounting module. Topics covered are: setup of Trust Accounts, the interface to Tabs3, setup of Trust bank accounts; making payments, deposits, and withdrawals from Trust and Trust check printing and check printer setup, and the setup and use of Trust reports.

    Duration: 1-2 hours

  • Tabs 3 Taskbill

    Designed for law firm billing department users that create and send electronic bills. The training covers the task based billing process, the setup of template profiles, the creation of the electronic bills, the management of electronic bills in Tabs3, and submission of electronic bills to client electronic bill processors.

    Duration: 1-2 hours

  • Tabs 3 Management Reports

    The focus of this training is for law firm partners and administrators who want to be familiar with the management reports available to them in Tabs3. Discussion will include firm reports needed, how to create the reports, how to interpret the reports, and how to print the reports to PDF files, Excel or paper. Also reviewed will be security levels in Tabs3. This training provides for Q&A by participants.

    Duration: 1-1.5 hours

  • Tabs 3 Connect

    This is a short course on how to get the most out of Tabs3 Connect for remote time entry, time management, costs entries, and contacts. This course is delivered remotely, and there is no limit to the number of attendees.

    Duration: 1 hr


PracticeMaster Classes

  • Getting Started with PracticeMaster

    The introduction to PracticeMaster includes a review of Contacts including using the Contact Category and a discussion of custom fields. Instructions for setting up clients in PracticeMaster, using Area of Practice and a discussion of custom fields. Calendaring for the firm, including viewing multiple calendars, scheduling events and tasks for other firm members.

    Duration: 2-3 hours

  • PracticeMaster Calendar and CompuLaw Rules

    This training is designed for attorneys, secretaries, and paralegals that need to know how to use the calendar plan feature in PracticeMaster for creating linked calendar entries such as Statues of Limitations. The use of the CalendarRules court rules is also covered. Creating calendar entries, creating Calendar Codes, creating calendar filters, and the syncing with Outlook are reviewed. Calendar reports and creating Calendar Plan Templates are also discussed.

    Duration: 2-3 hours

  • PracticeMaster Contacts – Reports and Customization

    Covered in this training are the contact management features of PracticeMaster. Entering contact data, linking contacts to cases and calendar entries, customization of Contact screens and fields, reports related to contacts and using contact categories. Integration with Outlook contacts is included.

    Duration: 1-2 hours

  • PracticeMaster Report Writer

    This training includes how to designed custom reports in PracticeMaster using the PracticeMaster Report Writer module. Creating reports, copying reports, and the design of reports is discussed. Users learn how to create a simple report and produce the results in report format. Also included is the review of the reports included with the PracticeMaster Report Writer.

    Duration: 1 – 2 hours

  • PracticeMaster Document Assembly

    Designed to teach the user the Document Assembly functions in PracticeMaster. Users learn how to use the tools in PracticeMaster to create Microsoft Word document assembly templates and produce auto-filled completed Word documents. The document management functions on PracticeMaster are also reviewed in this class.

    Duration: 2-3 hours

  • PracticeMaster Workflows and Quick Views

    Users learn to create Workflows that, when triggered, can send emails, created calendar entries or update contact or client fields automatically. This session focuses on creating filters and custom column layouts that make viewing client and contact information fast and easy.

    Duration: 2-4 hours


Office 365 Classes

  • Microsoft Word

    Understanding how MS Word thinks is critical to using Word efficiently. This training reviews Word features that should be turned off, a review of Word’s non-printing characters and why they should be turned on; and working with the Auto-Correct and Auto-text features. Also covered are how to use fields and understanding when to use Tables instead of columns.

    Duration: 1.5-2 hours

  • Microsoft Outlook

    Understanding how to use Outlook to get increased productivity is the focus of this training. Included are advanced searches, formatting and editing columns, and how to allow other users access to your Outlook calendar and using Outlook contacts, and tasks. This session also cover the interface between Outlook and Worldox or the sync between Outlook and PracticeMaster.

    Duration: 1-2 hours

  • Microsoft PowerPoint

    This training is designed to teach the user the features in PowerPoint. A basic presentation is created and the user will learn advanced features to make the presentation more interesting such as incorporating graphs, pictures, and other images.

    Duration: 1-2 hours

  • Microsoft Excel

    This training provides an introduction to and exercises with Excel worksheets and workbooks, rows and columns, cells, formatting, and basic formulas and functions. Additional training on complex formulas and functions, charts, tables, and pivot tables is also available.

    Duration: 1.5-2 hours