Welcome to PracticeEvolve’s training webinars, designed to help you unlock the full potential of our software. These sessions provide practical, hands-on guidance to enhance your understanding and maximize the efficiency of your workflows.

Why attend? Led by our expert team, these webinars offer detailed insights into PracticeEvolve’s features and tools, giving you the knowledge you need to streamline operations and work smarter every day.

Who should join? Whether you’re a new user seeking a solid foundation or an experienced client exploring advanced capabilities, these webinars are for anyone looking to deepen their expertise and make the most of PracticeEvolve. Join us to refine your skills and take your practice to the next level.

The Training Webinar Series

Training Webinars

The EvolveCommunity site is your central hub for learning, sharing, and keeping up to date with everything PracticeEvolve.

  • Webinar catch-up – watch recordings of recent sessions.
  • Video lessons and courses – short, focused modules to help you learn in the flow of work.
  • Forum – ask questions, share insights, and connect with peers across the PracticeEvolve user community.

Register now to access EvolveCommunity and make the most of these resources – please share them with your colleagues too!

Year End Preparation and Run

Friday, 30 October

Ensuring a smooth and successful year-end close is critical for business continuity, compliance, and strategic planning. This webinar will guide you through key steps, best practices, and common pitfalls to avoid when preparing for year-end activities.

Bundling

Friday, 27 November

Join us on this Webinar, where we will look at the Bundling (Brief) feature within Practice Evolve. We will explore how to efficiently create consolidated document packs. This powerful feature allows you to compile briefs, court books, contracts, agreements, and other paginated documents with ease. You’ll also learn how to add continuous pagination, as well as a bookmarked and hyperlinked table of contents for seamless navigation. We will also look at how to configure your own custom Table of Contents.

Training Webinars

Invoicing for Cashiers & Bookkeeping Staff

In this recording of the Invoicing webinar designed specifically for Cashiers and Bookkeeping staff, we covered essential invoicing processes, including finalising and adjusting invoices, applying matter credits, managing approvals, and more. Watch to streamline your invoicing process’s and gain valuable insights into best practices for efficient financial management.

Training Webinars

Introduction to Workflows

During this recorded session on Workflows, we explored how to streamline and automate key business processes within Practice Evolve. Workflows act as an electronic checklist, ensuring that all required tasks are completed efficiently, the right people are involved, and necessary documents are attached. Whether you’re managing an entire matter, handling specific tasks like court attendances, or automating routine processes such as file closing, workflows help improve productivity and consistency. During this session, we covered: Creating and managing workflows, assigning tasks with due dates, automating workflows based on triggers (e.g., matter creation or field updates), attaching document templates to tasks and testing and deploying workflows in your firm.

Training Webinars

Getting the most out of Credit Control

During this recorded webinar we showed you how to maximize the use of our Credit Control system and ensure that cash flow can be managed in the best possible way and reduce time spent on recovering debt. We demonstrated how you can get the most out of Credit Control and ensure customers pay on time. Recovery of debt can be frustrating, time consuming and often unsuccessful. It is better to put in place proper procedures, which enable the early identification of potential bad debts.

Training Webinars

Advanced features in Workflows

Building on our Workflow Introduction webinar, this recorded session explores the top Workflow activities that empower you to streamline key business processes—boosting both efficiency and compliance. We demonstrated how each advanced Workflow activity works in practice, highlight common best practices for designing automated and reliable processes and show real-world examples of how these features can reduce manual effort and ensure consistent outcomes. Watch to deepen your understanding and elevate your workflow management to the next level.

Training Webinars

Custom Invoice Approvals

During this recorded session we showed how invoices can be set up to require approval before the invoice can be finalised. Each approval process can have one or more approval steps, all of which must be approved before the invoice can be finalised. We showed you how to View, Approve or Reject a pending approval.

Conflict Checks

During this recorded webinar we demonstrated the Conflict Check functionality within PracticeEvolve to include, running, understanding results and saving the results across the entities within the system. We also looked at best practices for implementing good processes to include on-boarding Workflows for Prospects and Matters.