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Training

Sometimes you need a little extra help, so we have some resources for you.

Sometimes you need a little extra help. So, we have compiled some practical tools to guide you to successfully running WorkSpace™. If you want to get the most out of your practice and our software, take advantage of our multiple training options–and don’t forget to check out our annual Practice Management and Technology Conference.

User Guides

Whether it’s installation, getting started, contact management, time tracking, billing or projects there is guide to help you through it all. NEW this year we have added Video samples and Best Practices.

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Webinar Training

Topics include: How to Use WorkSpace™, Step by Step Configuration & Setup, Management, Billing & Workflow.

See Webinars

Fee-Based Training

Phone training is conducted during normal business hours. Must order min. 2hrs. Web training. Emails are usually answered in less than 24hrs. depending on volume and charge in no less than .25 hour increments. Online training, using remote connection technology, is available over the phone. Two (2) hour min., each additional hour is billed $175/hr.

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For information on training, to add training hours to your account, or to schedule a training session, please contact us at
888-667-8440.

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