SurePoint Pro Training Videos
Watch these thorough videos to learn how to use SurePoint Pro
By Keith and 2 others3 authors48 articles
- Practice Pro - Home Screen Overview Training Video
- Practice Pro - Conflict Check Training Video
- Practice Pro - Entering Time Training Video
- SurePoint Pro - Client and Matter Overview Training Video
- Practice Pro - Tasks Training Video
- Practice Pro - Setting Up and Managing Split Billing Training Video
- Practice Pro - Security Groups and Permissions Training Video
- Practice Pro - Trust Accounting Training Video
- Practice Pro - Billing Statements Training Video
- Practice Pro - Client Refunds Training Video
- Practice Pro - Deposits Training Video
- Practice Pro - Create Custom Record Templates for Client Intake Training Video
- Practice Pro - Editing a Pre-Bill Training Video
- Practice Pro - Add a Contact or Client Training Video
- Practice Pro - Automated Time Manager Training Video
- Practice Pro - Mobile App Training Video
- Practice Pro - Entering Hard and Soft Costs Training Video
- Practice Pro - Client Intake Training Video
- Practice Pro - Calendar Training Video
- Practice Pro / Finance Core Integration Training Video
- Practice Pro - Business Intelligence Training Video
- Practice Pro - Create a Matter Training Video
- Practice Pro - Payments Training Video
- Practice Pro - Payment Allocations Training Video
- Practice Pro / Finance Core Reports Training Video
- Practice Pro - Generate and Send Invoices Training Video
- Practice Pro - Generating Pre-Bills Training Video
- Practice Pro - Training Video - Setting up & using LEDES Billing
- Practice Pro - How to add a Role or Rate for a Matter Training Video
- Finance Pro - Configuring GL Allocations Training Videos
- Finance Pro - Check Requests Training Videos
- Finance Pro - Sales Taxes Training Video
- Finance Pro - Accounts (General Ledger) Training Video
- Finance Pro - Reports Training Video
- Finance Pro - GL Budgets Training Video
- Finance Pro - Accounts Payable Training Video
- Finance Pro - Bank Reconciliation Training Video
- SurePoint Pro / NetDocuments Integration Training Video
- How to Create a New Client
- How to Create a New Matter
- How to Create and Modify a Contact
- How to Search for Clients, Contacts, and Matters
- Creating Connections Between People, Organizations, and Matters
- How to Create a New Task
- How to Create and Use Task Blueprints
- How to Enter and See Time Entries, Expenses, Collections and Receivables
- Creating, Saving, and Finding Documents with the NetDocuments Integration
- Custom Records for Litigators