Brisbane

Key Fundamentals

&

Advanced Training

Seminars

10 May 2018

Don’t miss these two great seminars!

Key Fundamentals Seminar

0845-1200 

Advanced Training Seminar

1300 – 1630

migration manager seminars

COVERING THE CONTENT YOU NEED

Our large Group Seminars aim to provide new and experienced users of Migration Manager with the Skills and Knowledge to use this power software more efficiently and effectively in their day to day business.

Key Fundamentals

Migration Manager’s Key Fundamentals Sessions provide both new and existing users with knowledge and skills to get started and make use of the software’s key features.

Read more

Advanced Training

Our  Advanced Training Sessions build upon the skills learnt in the Key Fundamentals session and provides users with detailed knowledge and skills to make use of the software’s intermediate and advanced features.

Read more

New Features

Both Sessions include details and demonstrations of upcoming features and enhancements so that you are on the front foot when they are released.

Read more

Early Bird Discount Tickets On Sale Until

16 April 2018

KEY FUNDAMENTALS SEMINAR

For Beginners and Existing Users

Migration Manager’s Key Fundamentals Training provides both new and existing users with knowledge and skills to get started and make use of the software’s key features.

1 2 3 4 5 6 7 8 9 10
Snapshot

Snapshot

Gain an understanding of the critical role that Snapshot plays and how it can help you keep on top of dates and avoid disaster.

CREATING FILES

CREATING FILES

Learn the basics of creating and searching for Migrant and Sponsor files and how to assign Staff member responsibilities. Discover when to create a Prospect or Client file and how to duplicate an existing matter.

Emails

Emails

Learn how Migration Manager can be used to efficiently and effectively manage and file your firm's emails and significantly reduce the risk of premature document loss.

QUESTIONNAIRES

QUESTIONNAIRES

Find out how to use and configure Migration Manager's Questionnaires to simplify your data collection processes.

FILE NOTES

FILE NOTES

Learn how to use the basic File Note functionality to help you comply with your Code of Conduct obligations and to service your clients better.

PROGRESS ITEMS

PROGRESS ITEMS

Learn how to use Migration Manager's Progress checklists to keep in control of all of your files.

FORM FILLING

FORM FILLING

See how Migration Manager can be used to quickly and easily fill PDF forms from the Department of Immigration, MRT and RRT.

DOCUMENT MERGE

DOCUMENT MERGE

Gain an understanding of the basics of letter and document merging using Migration Manager templates and see the potential for big improvements in your efficiency.

Sponsors

Sponsors

This seminar will provide you with detailed instructions on how to link Migrant and Sponsor files together.

Online Applications

Online Applications

See how Migration Manager can be used to fill a number of online applications including eVisa applications, Skills Select, Health Declarations and MRT applications.

In addition the seminar will also cover a number of new features due for release in the near future including the New Filenotes and new eVisa types.

Please note that registrations for the Fundamentals Seminar does not include the Advanced Seminar. The Advanced Seminar must be booked separately.

WANT TO LEARN EVEN MORE?

CHECK OUT OUR ADVANCED SEMINARS

Advanced Training Seminar

INCLUDES ACCOUNTS TRAINING

Migration Manager’s  Advanced Training Seminar builds upon the skills learnt in the Key Fundamentals seminar and provides users with detailed knowledge and skills to make use of the software’s intermediate and advanced features. It includes an introduction to the New Accounts system.

ADVANCED SKILLS

Migration Manager’s Advanced Seminar is designed to cater for those who are familiar with the program and who want to gain the skills and knowledge to get the most out of it. It is suitable for those who have recently completed the Key Fundamentals Training or who already have experience with using Migration Manager. Due to time constraints, knowledge of the Key Fundamentals will be assumed and will not be covered in this seminar. If you are not confident with the Key Fundamentals, we recommend you first attend the Key Fundamentals Training Seminar.

NEW FEATURES

During the Advanced Training session new features in Migration Manager will be demonstrated. This will include features that have recently been released as well as those yet to be finally released.

  • New Client Portal
  • New Xero Accounts Integration

ADVANCED TEMPLATES

One of the most powerful time saving features within Migration Manager is the ability to create and merge template documents. When used correctly, the document merge function can be used to save you countless hours of work. To help you get the most out of this feature during the Advanced Seminar you will be shown how to create and edit your own templates for use within your practice. You will also learn how to create your own custom merge fields as well as build and manage a detailed list of your standard fees and charges for use within your Cost Agreements and letters.

REPORT CREATION

Learn how to create a range of detailed reports including Visa Expiry reports, detailed Milestone Status reports, User Billing reports and more.

ACCOUNTS SYSTEM

Migration Manager’s new Account system provides users with the ability to manage their Client and Office Accounts simultaneously in the one the program.

In the Advanced Seminar we cover Accounts topics including Deposit Requests, Client Account Receipts, the recording of Fees, Disbursements and Costs, how to generate and receive payment for invoices and how to issue Section 313 compliant Statement of Services. Our Accounts training provides you with the skills and knowledge to comply with the Code of Conduct.

MUCH MORE

During the three hours of training you will also receive expert training on a number of other intermediate and advanced topics including:

  • Advanced Questionnaire Configuration
  • Advanced Checklists
  • Document Management
  • Sponsorship Monitoring
  • Advanced Contacts Management
  • Webleads & Webleads Connect

There will also be ample opportunity for you to ask questions and seeks answers on how you can improve your use of Migration Manager.

Register for an upcoming seminar. Its Easy.

Our seminars are presented by experienced

migration law professionals

Presenter

Kelly Seal

Mr Kelly Seal
Lawyer, RMA

Specialist Knowledge

The presenter (Kelly Seal) is a systems and legal consultant for LEAP Migration Manager who specialises in assisting law and migration firms to setup and implement effective business systems and manage change processes.

10 Years Legal Experience

Kelly is an Australian Legal Practitioner and Registered Migration Agent with over 10 years’ experience in the legal profession. Kelly has assisted over 250 firms around Australia and overseas implement Migration Manager and other business systems in environments ranging from 1 to 40+ users.

Migration Law Lecturer

In addition to his consulting work, Kelly lectures at the Murdoch University law school on topics such as the MARA, Ethics, Merits Review, Judicial Appeals, the Code of Conduct, Visa Cancellations and Section 501.

DON’T FORGET TO BOOK BOTH SEMINARS

Register Now

KEY FUNDAMENTALS SEMINAR

(scroll down further for Advanced)

ADVANCED TRAINING SEMINAR

(scroll up for Key Fundamentals)

Do you have Questions? Please read our FAQ.

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