Successful law firms know a good source of business is through other professionals. Some firms offer recurring seminar/workshops with continuing education (CE) credit. Here’s how we have set Time Matters to capture, track and report on CE credits.
First, we modified the PRO:Profesional contact form style in Time Matters. We allocated a group of fields, one for each month. The field is a look-up to the seminar/workshop event. Another set of fields designed symetrically on the form provide for the number of CE credits for each CE workshop that a given individual attended. Finally, we created a report that lists for each professional attendee all of their workshops attended with the corrsponding CE credits. The bottom line is a time saving, easy to use system that streamlines the process of tracking and reporting on CE credits.