| “Practical training with a legal focus to help your practice secure the benefits of technology in the knowledge era.” There was a game played at birthday parties, during which each child would whisper a message to the next. Then at the end of the game,a surprise result would be achieved when the last child announced the message, which was hardly recognisable from the first piece ofinformation.
Locus’ Helpline Staff report that some clients are forced to play this game in their office when a departing staff member who hands ontheir verbal instructions. After a few such transmissions, "best practice" and productivity is left behind. However, Locus can help throughits low cost education courses. Locus provides courses covering... - Operator training at basic level.
- Advanced operator training.
- Professional familiarisation for managers, administrators and solicitors.
- Tailored courses covering all system functions and associated office procedures.
These courses can insulate your firm from the dangers of playing whispers in the office. Locus delivers education courses through Locus Education Centres nationally. On site courses are available by arrangement.
Locus users who have been trained at a Locus Education Centre have the added benefit of access to the Locus Helpline if their firm has a current LocusCare subscription. For enquiries about training dates, contact the Locus Education Coordinator on (02) 9255 1000, email infoline@locus.com.au. Please click here if you wish to download the "Training Course Registration" form in PDF format. You need to complete the form with the credit card details and fax it back to Locus Infoline on 02 9255 1030 to register. Locus Essentials & Operations [see course schedule] For new operators who wish to perform day-to-day functions in the Locus Practice Management System. Learn a range of Locus activities, which include registering, altering, completing and printing lists of: clients and matters; fee earners; and financial management accounts. The course also covers security and backup procedures, system variables and Locus utilities. For Locus operators who wish to perform daily, weekly and monthly functions in the Locus Knowledge system and to maximise it’s effectiveness. Learn to display and print ledgers, perform trust and office bookkeeping procedures; carry out journal entries and perform end of day and month routines. You will also learn how to record billing details onto a client’s matter, enter time records and produce a variety of Locus reports.
The course is designed as an introductory level course for staff who are new to the use of the Locus software in a law office. Staff with little experience of law office bookkeeping have successfully completed this course, however, best results are achieved if the staff member has already received training in law office bookkeeping and administration procedures.
Keyboard skills and previous experience in the use of office automation software and computer equipment will also assist staff to get the most out of this course. 3 day Workshop 
Locus Professionals [see course schedule] For solicitors, paralegals, office managers and accounts supervisors who wish to understand the operation of Locus. A brief introduction to Locus, which looks at ledgers, budgets, monitoring and improving fee earner performance. The course also covers recovery of overhead costs; increasing liquidity; trust reports required by regulatory bodies and reviewing the financial position of the firm. An understanding of law office procedures will improve results. Also, keyboard skills and previous experience in the use of office automation software and computer equipment will assist staff to gain maximum benefit from the course. Pre-requisite: Locus Essentials and Operations 1 day Workshop
Locus Advanced [see course schedule] For experienced Locus operators and supervisors who wish to expand their knowledge of Locus. The Locus Advanced course covers, security aspects, which involve password control, client, matter and solicitor control. You will also learn the operation of Locus Administration aspects including, default settings, credit control and advanced utilities. An understanding of law office procedures will improve results. Also, keyboard skills and previous experience in the use of office automation software and computer equipment will assist staff to gain maximum benefit from the course. Pre-requisite: Locus Essentials and Operations 1 day Workshop
Locus Automated Billing [see course schedule] This course is designed either for experienced Locus operators who wish to learn about the potential of the Locus Automated Billing function or those who wish to use their Locus Automated Billing Software with maximum effectiveness. This course instructs the attendee in generating draft bills in accordance with the firm’s billing policies, editing draft bills, printing draft & final bills, removing drafts, regenerating drafts, reversing bills and producing credit adjustment notes. Pre-requisite: Locus Essentials and Operations 1 day Workshop Locus Affinity Essentials [see course schedule] For system administrators, WP supervisors, accounts supervisors and Locus Affinity operators who want to be able to perform day-to-day functions in the Locus Affinity database. The Locus Affinity Essentials course introduces the attendee to Locus Affinity, and its daily administration procedures. This course also covers customising the Affinity desktop, creating and editing PhoneBook entries, creating and altering clients and matters, creating and editing creditors and general ledger, using filters, creating WP export files for marketing to PhoneBook entries and clients. The course is designed as an introductory level course for staff who are new to the use of the Locus software in a law office. Best results are achieved if the staff member has already received training in law office bookkeeping and administration procedures.
Keyboard skills and previous experience in the use of office automation software and computer equipment will also assist staff to successfully complete the course. 1 day Workshop
Locus Affinity Operations [see course schedule] For accounts supervisors and Locus Affinity operators who want to be able to perform accounting functions in Locus Affinity.
The Locus Affinity Operations course will allow the attendee to become proficient in the day to day procedures in Locus Affinity. You will learn trust and office bookkeeping procedures, journal entries, entry of chargeable and non-chargeable fees, displaying and printing ledgers, billing processes, managing diary entries and reporting procedures.
The course is designed as an introductory level course for staff who are new to the use of the Locus software in a law office. Best results are achieved if the staff member has already received basic training in law office bookkeeping and administration procedures.
Keyboard skills and previous experience in the use of office automation software and computer equipment will also assist staff to successfully complete the course. 2 day Workshop
Locus Affinity Administration For system administrators and office managers of the firm who want to be able to learn what Locus Affinity can do for their firm. The Locus Affinity Administration course introduces the attendee to the fundamental set-up of Locus Affinity. You will learn the concepts of Locus Affinity, PhoneBook fields, access levels, bank accounts, general ledger, system variables, matter types, default charges and fee and sundry types. An understanding of law office procedures will improve results. Also, keyboard skills and previous experience in the use of office automation software and computer equipment will assist staff to gain maximum benefit from the course. 1 day Workshop
Locus Affinity Professionals This course introduces the legal professionals and paralegal staff to Locus Affinity, and will allow the attendee to become proficient in the day to day functions.
On completion of this course you will be able to customise the Locus Affinity desktop, create an edit PhoneBook entries, create and alter clients and matters, use filters for reporting, create cheque requisitions, record fee entries, prepare draft bills and record diary entries.
An understanding of law office procedures will improve results. Also, keyboard skills and previous experience in the use of office automation software and computer equipment will assist staff to gain maximum benefit from the course. 4 Hour Workshop
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