On-Demand and Instructor-Led Training

This article covers the following:

• Training Options
• Available On-Demand Courses
• Additional Documentation (PDF Files)

---

Training Options

You can access LexisNexis On-Demand training courses any time, 24/7/365. Select from the listings of interactive and on demand courses to learn the basics of LexisNexis Software functionality.

Accessing Training On Demand

1. Type www.lexisnexis.com/university into your browser. The LexisNexis University homepage displays.

   

2. Click Sign-In. The Sign-In page displays.

   

3. Sign into your LNU account by typing the user credentials. If you are a new user, click Create a new account. Registration is required for all the training courses.

   Click Forgot Password if you forget your password, and click Forgot Username if you forget your username.

4. Click CounselLink from under the Product Training drop down.

   

5. Select CounselLink®-Corporate from the menu. A list of courses displays.

6. Narrow your search of courses by using the bar to the left. Click On-Demand Training to view courses that you can launch right away.

   

7. Click Launch. The training module opens in a new browser window.

Available On-Demand Courses

Back to top

Click a link in the Title column to access a free, on-demand course on the topic. Each course takes around 45 minutes to an hour to complete.

Title	Link
Getting Started in CounselLink	Click this course to view videos related to getting started in CounselLink, including managing your user preferences, managing finances, and managing matters.
Power User Training	Click this course to view videos related to power user tasks, including adding or removing users, managing users, and customizing features in CounselLink.
Working with Invoices	Click this course to learn about the invoice workflow process, how to access invoices to review, and perform invoice reviews efficiently.
Legal Hold Management	Click this course to learn all about the Legal Hold feature so that you can create and manage them for your organization's matters. Legal Holds is a feature that must be enabled for your organization.
Billing Guidelines Administration	Click this course to understand Billing Guidelines so that you can establish a fair business relationship with your outside counsel.
Reporting	Click this course to learn how to run standard reports and design custom ones to retrieve the information you need from CounselLink. Reporting is a feature that must be enabled for your organization.
Using Custom Fields	Click this course to understand how to create and manage User Configurable Data Fields (UCDF). Custom fields can be used to collect, store, and track data that is not captured by the standard fields in CounselLink.

Additional Documentation (PDF Files)

Back to top

The following standalone (PDF) documents give a high-level, snapshot overview on using certain features in LexisNexis® CounselLink®. 

If you download a file to your computer, check back periodically as these are updated to reflect new release features and changes.

• Matter Creation and Management
• Reviewing Invoices
• Managing Accruals
• Budgets and Reserves
• Understanding Legal Holds
• Reporting Essentials
• Getting Started with Legal Request Administration
• Contract Lifecycle Management
• Law Firms: Tips to Work Efficiently in CounselLink

Reporting Documentation

Standard Reports	Provides a detailed list of all reports included with every instance of CounselLink (known as standard reports).
Data Dictionary	Provides definitions for the many objects available when creating reports with CounselLink. Two types of objects are are described: attribute and metric. PDF and online versions available.