CounselLink Videos April 03, 2025 21:41 Updated View short videos that show you how to perform common tasks in LexisNexis® CounselLink®. Getting Started Managing User Preferences Customizing Your Homepage Using Communication Tools Matters Creating a Matter Removing a Law Firm Assignment Managing Matter Participants Using the CounselLink Outlook Add-in Using Tasks Managing Matter Types Creating Accruals Managing Accruals Managing Volume Discounts Creating Volume Discounts Invoices Reviewing Invoices Using Tools for Efficient Invoice Review Adjusting an Invoice Accessing Invoices for Review Moving Invoices to Another Matter Budgets Creating a Single-Matter Budget Managing Multi-Matter Budgets Fee Offers and Structures Understanding Fee Structures and Offers Modifying a Fee Offer Using Matter Change Requests Allocation Allocation Intro and Applying Allocation to a Matter Editing Allocation on a Matter or Invoice Documents Managing Document Folders Using Document Check Out/Check In Work Intake Creating Work Intake Reviewing Work Intake Creating Work Intake Request Types Managing External Access to Work Intake Administration Managing Categories Managing Email Templates Creating Allocation Contacts and Groups