10 May 2018
Don’t miss these two great seminars!
Key Fundamentals Seminar
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.
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.
Gain an understanding of the critical role that Snapshot plays and how it can help you keep on top of dates and avoid disaster.
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.
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.
Find out how to use and configure Migration Manager's Questionnaires to simplify your data collection processes.
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.
Learn how to use Migration Manager's Progress checklists to keep in control of all of your files.
See how Migration Manager can be used to quickly and easily fill PDF forms from the Department of Immigration, MRT and RRT.
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.
This seminar will provide you with detailed instructions on how to link Migrant and Sponsor files together.
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.
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.
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
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.
Learn how to create a range of detailed reports including Visa Expiry reports, detailed Milestone Status reports, User Billing reports and more.
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.
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
Mr Kelly Seal
DON’T FORGET TO BOOK BOTH SEMINARS
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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