Hello and welcome to Olliers. I am Janet O’Keefe, Office Manager and I have produced a few training guides to get you through the process of logging on, customising your Home Page, opening clients, opening individual matters for them, producing letters and documents and viewing Accounts ledgers.
The software we use for Accounts, Clients and Matters and document production is the Advanced Legal Practice Management System (formerly Iris/formerly Mountain software).
Our training material is only to cover the very basic steps of the system and should you wish to delve into the software in much more depth about any particular topic within the software, whilst you are logged on to the system press the F1 key and an on-line manual will appear and you can select the topic for which you require further information.
Our training material consists of :-
- Logging on
- Customising your Home Page
- Opening a Client on the System
- Opening a matter for a client on the system
- How to Mark a Matter as “Favourite”
- How to view Accounts Ledgers
- How to produce documents (and time record)
If you wish to speak to someone at Olliers for assistance with anything please me ring me (Janet O’Keefe) on 07714 680538 or email me and I will be more than happy to assist.
If I cannot help with your query, then we do have daily support ( Monday – Friday 8am – 6pm) from the help desk at Advanced Legal and you can contact them on 0330 060 2102. Please select option 2, then option 1, and then Select option 3 which will take you to the support team at Advanced Legal. They do have the ability to log on to your session and they will talk you through how they can do this should the case arise.