The Learning Institute
Training Services Request

 
 

TyMetrix® 360° Paralegal Role-Based Training

 

Virtual, live training

 

Course Objective

Paralegals play a critical role in maintaining matter records, organizing documentation, tracking activity, coordinating with outside counsel, and supporting legal spend workflows. This course provides paralegals with practical, hands-on training focused on the day-to-day activities they perform within TyMetrix 360° to support attorneys and maintain accurate matter information throughout the matter lifecycle.

 

Course Approach

This course is delivered through a realistic legal matter scenario that mirrors the work typically performed by in-house paralegals. Participants learn how matter management and spend management functions work together by following a legal matter from intake through litigation, resolution, and closure.

 

The training focuses on practical workflows rather than isolated application features, helping learners understand how their responsibilities contribute to efficient legal operations and successful matter outcomes.

 

Course Scenario

Our company, Salvadorable Dollies, is involved in a breach-of-contract dispute that develops into formal litigation. As the assigned paralegal, participants are responsible for organizing and maintaining matter information, managing documents, coordinating legal activities, supporting outside counsel collaboration, monitoring deadlines, and assisting with spend management processes throughout the life of the matter.

 

The scenario provides a realistic environment for participants to practice the activities they perform every day while learning how TyMetrix 360° supports attorneys and legal teams.
 

Participants will learn how to:

  • Create and maintain complete matter records with key matter details, legal parties, organizations, and supporting information
  • Organize and manage legal documents, correspondence, emails, and file-related information
  • Track matter activity through events, narratives, tasks, deadlines, administrative notes, and status updates
  • Coordinate with outside counsel by assigning firms, monitoring budgets, supporting accrual processes, and facilitating collaboration
  • Support invoice review, settlement tracking, outcome management, and closure processes
  • Maintain an accurate and complete source of truth for attorneys and legal leadership

Business Value

This course helps paralegals develop the skills needed to maintain complete and accurate legal matter records, support matter and spend management processes, improve collaboration with attorneys and outside counsel, and increase the value their legal department receives from TyMetrix 360°.

 

Location

  • Virtual: Offered in a live virtual training format

 

Course Details & Logistics

 

 

Prerequisites

Participants should have a basic understanding of TyMetrix 360° navigation and matter management concepts. Introductory application training is recommended for new users. Video tutorials will be released ahead of training to be completed prior to course attendance.

 

Fees

There is no fee for existing clients using a production TyMetrix 360° environment.

 

Duration

  • Approximately 3.5 hours total
  • Delivered as two virtual sessions over a two-day period = 105 minutes each

Equipment & Logistics

  • Participants should attend using a computer capable of accessing Chrome.
  • Two monitors are recommended for the best training experience.
  • Training materials are distributed electronically before class.
 

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