When you order on the vStore, select Web Based Training/Consulting and enter the name and # of the package.
Advanced Document Creation/Editing
Automate with Smart Documents
Smart Documents update claims, trigger docs, or alter diary codes. Get tools to create, edit, and manage your templates and forms.
Ask Goldie Concierge Onboard Service
$0 Activation, Setup, and Configuration
We'll help your Firm Administrator obtain the free Ask Goldie support agent and licenses, and guide you through setup and configuration.
Attorney Meaningful Review in QLE
Streamline Suit Review & Filing
Our vPro will help your team set up an AMR suit review process for one state. Includes training for both user and admin functions.
Basic Documents Training
Word Merge Templates, Logic, and Fields
Learn the basics of creating and programming merge templates and using custom merge fields or conditional statements.
CM Fundamentals Overview
Comprehensive Fundamentals Overview
Comprehensive Fundamentals overview for new users/firms or firms that updated from an older version. Does not cover Financials.
Customized Remittance Templates
Reduce Manual, Repetitive Work
Our vPro will build and test a customized remit/billing template based on your client’s specific needs and requirements.
Docket Calendars & Reports
Help Attorneys Manage Their Docket
Our vPro will train your team to set up the attorney user profile and Job Scheduler jobs to help each attorney manage their docket.
Document Automation
Programming Document Changes
Our vPro will program and test the basic form/pleading with merge fields and basic logic for up to two debtor parties.
End of Day Process Management
CM Financials – Best Practices
How to run the EOD report to process deposits, reversals, cost-transfer checks, and reports to reliably trace, reconcile, and backup data.
End of Month Process Management
CM Financials – Reconciliation Tools
How to use CM's bank account reconciliation tools to prevent and troubleshoot discrepancies. Covers export and reporting.
Internal Workflow Management
How to Set Up & Automate your Workflow
Manage payment schedule followup, diary code setup and automation, and new claim import processes, plus management reports.
Introduction to Q-LawE
Training for New Users
Training overview of Q-LawE for new users, including Work Case screens. Includes session recording.
Job Scheduler
Let Job Scheduler Do It for You
Our vPro will install and set up the Job Scheduler Module and the Windows Task Scheduler process to automatically run jobs.
Onboarding New Sender/Client
Placement & Post-Placement Automation
Consult on tools to automate the inception of new case placements, including import of media and financial transactions.
PaymentVision in CM
Setup, Configuration & Training
Our vPro will install, setup, configure, test, and train you on the PaymentVision DTP and AutoPost module.
PaymentVision in QL/QLE
Setup, Configuration & Training
Our vPro will install, setup, configure, test, and train you on the PaymentVision module and processes.
System Performance Optimization
Optimize Your System for Q-LawE
Our vPro will review your SQL Server settings and suggest the optimal setup for Q-LawE. Includes review of the Windows Registry.
vExchange Analytics Rejections
How to Find & Fix Rejections
Train your team on how to review various rejections in Analytics, identify errors, and resubmit records or files.
vMedia Migration Assistance
For firms running vMedia on SQL Server
Ensure a smooth migration with experts that understand vMedia and the complications that can arise in different environments.
Work Now in Q-LawE
Learn How to Automate Work Queues
Automate work queues so your staff work on the highest priority tasks before subsequent tasks can be completed.