The LexisNexis® CounselLink® 20.3 release delivers significant new capabilities designed to improve productivity, security, law firm collaboration, and enhance the user experience. With the addition of new advanced document management features, users can work and collaborate more efficiently. The latest release also includes updates to the UI, expanded budgeting, and a beta release of new Microsoft® Outlook® Plugin enhancements.
Below are some quick user resources to keep you up to speed in navigating your CounselLink solution:
Smart Budgeting – Matter Budgets
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When a client has multiple “single-matter” budgets enabled, appropriate users can set the budget’s priority where applicable as Primary Budget or Secondary Budget. |
Document Versioning
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Document versioning allows CounselLink documents to be stored and tracked as they are changed. It ensures that users are working with the most recent document and if previous versions are needed, then they, too, can be referenced for changes. |
Document Check Out/Check In
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The Document Check Out/Check In feature allows users to control CounselLink documents for editing, ensuring that the file is not altered by another individual while it is checked out. |
Document Comments
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CounselLink users are now able to view comments on a document, add comments, and tag a user when adding a comment. |
Installing the Outlook 365 Plugin
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The installation file for the Outlook® 365 Plugin can be found on the CounselLink home page. Once downloaded to your local computer, you can install the file through the Manage Add-ins option in Outlook. |
Using the Outlook 365 Add-in
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Once the Outlook® Add-in for CounselLink has been installed, follow the procedures below to log in and begin using it. Once the CounselLink page appears in Outlook, you need to log in to it. |
Adding Documents to CounselLink Using the Outlook Add-in
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CounselLink users that are using/logged in to CounselLink via the Outlook® Add-in are now able to access and see matters. In addition, users can also upload documents to a matter. |
Document Check Out/Check In Using the Outlook Add-in
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When using the Outlook® Plugin, users are able to check in/check out a document. |
Editing and Downloading Documents Using the Outlook
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Documents can now be edited or downloaded using the Outlook® Plugin. |
Adding Journal Entries Using the Outlook Add-in
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CounselLink users that are using/logged in to CounselLink via the Outlook® Add-in are now able to access and see matters. In addition, users can also add a journal entry to a matter, include attachments with journal entries, and share journal entries with law firms. |
[Video] Using CounselLink with the Outlook 365 Add-in
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More of a visual learner? This seven-minute video takes you through the process of getting up and running with our beta version of the Outlook® 365 Plugin. |
For concerns and inquiries, simply fill out the form to get connected with your Account Manager.