Unit 6 - Intro To WebLIONS Flashcards
1
Q
State the purpose and capability of WebLIONS (3 things)
A
- Maintain a record of client visits/workload
- Provide real-time/on spot data
- Generate POA
2
Q
What are the 3 main actions paralegals utilize under the “Actions” tab in WebLIONS?
A
- Enter Client Info
- Client Waiting List
- Add Conflict
3
Q
What are the 5 main reports that paralegals would typically pull on WebLIONS?
A
- Individual Report
- Paralegal Wills Report
- Workload Report
- Notary Report
- Annual Report
4
Q
Where would you annotate data entries for WebLIONS if the internet goes down?
A
AF Form 1175 (paper copy)
5
Q
What report provides an account of an individual’s workload?
A
Individual Report
