Change can be difficult 

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Thats why we plan it with you

Whether it is a new version of Microsoft Office – getting use to working in a Hosted Environment –  starting with eXpd8 case management software or eXpd8 accounts

Getting Started with eXpd8

Step by step we take you through how to use eXpd8

Whilst our software is pretty intuitive, there are a lot of different elements to it, from basic document creation, to more comprehensive risk management features.  Getting you off on the right track begins with the right training.

 Always a good idea to do refresher training every couple of years to ensure you are still getting the best from the software.  Talk to us about this.

MS office training

Moving from an older version of Office to the latest can be quite disconcerting.

If you need help our MS certified trainers can take you this transition 

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Need Refresher eXpd8 training?

 
Are you utilising the tools in eXpd8?

  • Logging Phone calls
  • Linking Clients and Contacts to files
  • Running your templates and precedents
  • Scanning documents to eXpd8
  • Time recording
  • Running electronic Briefs
  • Using reports, for business management

At eXpd8 we can offer you additional training, we will review how each user is using the system and personalise a training session to help your firm:

  •  Achieve the maximum productivity from the system
  •   Help your firm achieve your business goals
  •   Reduce the amount of administration in the areas not been utilised
  •  Ensure you are getting the ROI on your investment

Feel free to contact us for more information.

 
 

Resource Centre

 

Psychometric Test

Psychometric testing for your business

1. If you need to access client information how easy is it



2. If you are out of the office but need to know if important correspondence came in today – how quickly can you find
    out?



3. If your secretary is on sick leave would you know where to locate information yourself ?



4. If you have a new recruit or temp – how long will it take for them to familiarise themselves with your processes?



5. Do you ever have a 3am ‘Oh My God’ moment when you remember a crucial issue on a file in the middle of the night?



6. Do you have to watch staff carefully to measure their performance?



7. Carrying a heavy case load, it can be difficult to stay on top of all files, do you fret things are getting forgotten about?



8. Are you billing all the hours you should be?



9. Are you confident you are getting the most efficient return from your administrative staff



10. Is it a worry that if your premises burned down tonight – would you still have a business tomorrow?



11. When your files are audited for compliance are you worried?



12. How easy would it be for you to find your clients current address?



  Show results

Frequently asked questions

At eXpd8 we take pride in the ease-of-use of our software.
We will ensure that your firm is using eXpd8 Accounts software to its optimal level.

There are a number of different training options you can choose to suit your firms needs:

Bookkeeper Training:

As the bookkeeper will be the person using all areas of eXpd8 accounts, we recommend that training is conducted on deployment of eXpd8 Accounts to ensure the Bookkeeper is able to convert to eXpd8 accounts with minimal disruption. This training can be conducted hourly on-site or remotely depending on what suits you.
But how much training will I need?  

Fee Earner Training:

As Fee Earners will now have the authority to access the required areas of the accounts, we recommend that they get training to suit the areas of eXpd8 accounts they would like to access and control.

Need Bookkeeping Help?

eXpd8 Accounts support does not include account or bookkeeping services to help balance your books.
However if you need assistance with reconciling or day to day bookkeeping you can contact your accountant or we can put you in contact with one of our eXpd8 accounts Bookkeepers.

Register for web-based training or  on- site training by email

Click here to download the user manual with I.E. 9 version  user manual
Click here to download onto an earlier version of I.E. or another browser user manual

Training on accounts

How much training will be needed on the accounts?

Answer these questions to find out

 

1. Will the person doing the books be an experienced bookkeeper?

    2. Can that person complete books to trial balance now?

    3. Is that person experienced in Law Society or Accountants Audits?

    4. Is this person experienced in more than one other accounts package?

5.Which of these statements would be most true for you



 

 Results


What our Customers say

“I attended Diane’s webinar on the ways in which expd8 can be tailored to help us with risk management.  It was very informative and in terms of the delivery and exchange of information and queries, it is difficult to imagine anything more convenient than being able to participate while sitting in your own office.  I look forward to more of the same!”

Catherine MacGinley, MacGinley Quinn Solicitors , www.macginleyquinn.com

“The software training was also of vital importance and has proved highly beneficial. The best thing about the eXpd8 team is their understanding of our business and appreciation of the obligations incumbent upon us as solicitors and the standards that must be achieved. I would have no hesitation in recommending eXpd8 case management and eXpd8 accounts.”

 Enda O’Connor ,O’Connor O’Dea Solicitors Newcastle West Co Limerick, www.oconnorodea.com

“We found the training we received from eXpd8 really beneficial. There are just too many differences between Word 2003 and Word 2007 and it would have taken too long to get to grips with all the changes if we had tried to teach ourselves.  The training was exactly what we wanted and we learned a vast amount in a short period of time.”

Daphne Gaynor, John Gaynor & Co. Solicitors,Dublin, www.jgs.ie

more…

 Still interested