TurboLaw Training Curriculum

Introduction

  • What TurboLaw is and isn’t
  • The Two Parts of TurboLaw

Lesson 1 – Blank/Empty Forms: Getting Documents Quickly

  • The right and WRONG ways to use them
  • How to Save Them If You MUST Use Them

Lesson 2 – Cases: Start to Finish

  • Starting a New Case – How to automate your documents
  • The Case Interview Wizard
    • Case Name – Use your own case naming system
    • Assigning an Attorney
    • Case Notes – All the things you want to include but weren’t asked
    • Case Intake Sheet
    • Automatically Saving Documents in Your Own Case Folders
    • Finishing the Wizard
  • Editing Case and Client Information
  • Making Cases Active or Inactive – Removing "closed case clutter"
  • Managing TurboLaw Cases

Lesson 3 – Creating and Managing Documents for a Case

  • Additional Options for Creating New Documents
    • Party Chooser
    • Document Alerts – Turn ‘em off if you think you don’t need ‘em
  • Adding Documents to a Case
  • Removing (Deleting) Documents from a Case
  • Renaming Documents

Lesson 4 – Editing Word-Based Documents

  • TurboLaw Toolbar – If you haven’t been using it, you’ve been working too hard!
  • Editing Documents in Tables – These are most of your court forms (and can be tricky to edit)
  • "Error! Reference Source Not Found." – What it is, why you got it and what to do about it (It’s easy!)
  • Formatting Tricks and Tips

Lesson 5 – Editing Excel-Based Documents

  • How to Annotate a Financial Form
  • Using Explanatory Notes for Lengthy Annotations
  • Excel’s Built-in Power – Converting yearly numbers to weekly, etc., without a calculator
  • #VALUE! – What it is, why you got it and what to do about it (It’s easy too.)

Lesson 6 – Setting up TurboLaw

  • Welcome Wizard
  • Attorney and Firm Information

Lesson 7 – Installing TurboLaw

  • First-Time Installation
  • Upgrading
  • Registration

Lesson 8 – Advanced Features

  • Letterhead – Our letters on your letterhead
  • Automatic Updates – If you have broadband, we’ve made it simple
  • User Templates – Modify ours to suit your tastes and save editing time
  • Backing up and Restoring TurboLaw
  • Consultation List
  • Searching for Documents – How to find every document we’ve got in seconds (all 2,000+ of them)
  • Macros – you DO always enable them, don’t you?
  • Recommend TurboLaw to a Friend – You’ll both be rewarded

Lesson 9 – Getting Help

  • TurboLaw Tutorial – It’s right there on your desktop
  • User’s Manual – 59 pages of How-to
  • Help File
  • On-Line Help Center – Answers faster than you can call us