- 6 Sections
- 52 Lessons
- Lifetime
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- Track 1 — Core Case Workflow11 modules · ~3 hours 20 minutes across 11 modules. Prerequisite: Track 2, Module 2.9 (Login) or equivalent — you must be able…13
- 1.1Create New Case40 Minutes
- 1.2Case Page Tour: Header, Status & Actions25 Minutes
- 1.3Case Overview20 Minutes
- 1.4Case Notes20 Minutes
- 1.5Assignment & Reassign20 Minutes
- 1.6Forms25 Minutes
- 1.7Documents25 Minutes
- 1.8Accounting25 Minutes
- 1.9Mail15 Minutes
- 1.10Contacts15 Minutes
- 1.11Events / Deadlines20 Minutes
- 1.12Priority Date Tracker15 Minutes
- 1.13Client Communication & eSignature25 Minutes
- Track 2 — Daily Operations9 modules · ~2 hours 15 minutes across 9 modules. Prerequisite: none. Start here if you are new to MYLS (Module 2.9 covers l…9
- 2.1My Dashboard: Events15 Minutes
- 2.2My Dashboard: Timesheet10 Minutes
- 2.3My Dashboard: Cases15 Minutes
- 2.4My Dashboard: Reassign Cases10 Minutes
- 2.5My Dashboard: Tasks20 Minutes
- 2.6My Dashboard: Overview10 Minutes
- 2.7Calendar20 Minutes
- 2.8Notifications10 Minutes
- 2.9Search & Advanced Search (+ Login & first access)15 Minutes
- Track 3 — Front Office7 modules · ~1 hour 35 minutes across 7 modules. Prerequisite: Track 2, Module 2.9 (Login & Search).7
- 3.1Front Desk: Dashboard & Overview10 Minutes
- 3.2Front Desk: Leads15 Minutes
- 3.3Front Desk: Appointments15 Minutes
- 3.4Front Desk: Intake Questionnaire10 Minutes
- 3.5Front Desk: Visitors Directory, Call Logs, Email Logs, DialPad & Search20 Minutes
- 3.6Front Desk: Incentive Reports10 Minutes
- 3.7Tickets15 Minutes
- Track 4 — Firm Oversight10 modules · ~2 hours 20 minutes across 10 modules. Prerequisite: Tracks 1–2 (you should understand the case-level features th…10
- 4.1Firm Dashboard: Payment & Client Dashboards (+ bulk email, client dashboard access)
- 4.2Firm Dashboard: Mail Dashboards (incoming, outgoing, not mailed out, returned)
- 4.3Firm Dashboard: Retainer, Closed Case, Caseworker & Court Hearings Dashboards
- 4.4Audits: Cases
- 4.5Audits: Events (forthcoming & prior appearances)
- 4.6Audits: Mail
- 4.7Audits: Tasks
- 4.8Audits: Accounting
- 4.9Audits: Timesheet Report
- 4.10Audits: Clients (by nationality, deleted contacts)
- Track 5 — Admin & Configuration11 modules · ~2 hours 30 minutes across 11 modules. Prerequisite: Tracks 1–2 recommended — you should understand the features …11
- 5.1Settings: Case (retainers, case stage, case type, category/practice area, document type)
- 5.2Settings: User / Manage User (+ deleted personal notes, deleted files)
- 5.3Settings: Leads (intake questions, lead stage, purpose of visit)
- 5.4Settings: General (logout checklist, contact type, event/appointment type, mail type, billable item, memo type)
- 5.5Settings: Templates
- 5.6Settings: Organization (coupon codes, org details, branches, app integrations & services)
- 5.7Settings: System Configuration
- 5.8Quick Links: Document
- 5.9Support
- 5.10Announcements
- 5.11Login & Reset Password (admin view)
- Track 6 — Mail Handling2 modules · ~35 minutes across 2 modules. Prerequisite: Track 2, Module 2.9 (Login & Search). Pairs with Track 1, Mo…2
