by Administrator | Nov 24, 2021
M. Hamel-Smith’s AML Course Info Take a look at the information on HOW-TO-KNOW your INDIVIDUAL Clients. Name of Client Date of Birth Address Nationality Occupation Place of Birth Identification Number Driver’s Permit Passport Sources of Income and Wealth...
by Affinity Consulting | May 11, 2021
C^RET Interested in custom training? Have a suggestion for a lesson? Contact Us Course Curriculum Practice Management Zola Suite: Introduction – Practice Management Preview 27 minutes Zola Suite – Basic Program Navigation 7 minutes Zola Suite – Adding a Contact 6...
by Affinity Consulting | Feb 7, 2019
Cosmolex Your software is only as powerful as your team’s understanding of it. Affinity’s legal-specific training programs are designed to empower your team to get more out of your software. Check out the lessons below, or, let us tailor a training program for you....
by Affinity Consulting | Dec 3, 2018
AI – PracticeMaster PracticeMaster is an electronic case file that organizes each matter’s contacts, appointments, emails, documents, fees, and research– making all of the information easy to find. See the lessons below to gain a better understanding of...
by Affinity Consulting | Dec 3, 2018
Time Matters Time Matters is practice management software that manages contacts, calendaring, email, documents, research, billing, accounting, and matters or projects. Check out the lessons below to make sure you are mastering the powerful features of Time...
