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TRAINING, COACHING, AND SUPPORT
Personalized Training Courses

One of our training coordinators will be happy to help you with your course selection, registration, or custom training options. If you need assistance, please call 321-252-0100.

Recommended Training Courses

Online Training for New Users and Existing Users

ILS101GS-Getting Started with InterActive Legal: 

This webinar is recommended for all new users of InterActive LegalSuite. It covers basic navigation of the software, setting up background information, entering client data, drafting documents and creating mirror image documents for a spouse. The webinar is presented once per week in a live online session.  
View schedule and register for ILS101GS

ILS101GSCL-Getting Started with InterActive Legal (ILS Cloud™): 

This webinar is required for all new subscribers of InterActive LegalSuite in the ILS Cloud environment. The webinar covers basic navigation of the InterActive LegalSuite software, setting up background information, entering client data, drafting documents and creating mirror image documents for a spouse. It also covers the ILS Cloud desktop, Amazon WorkSpaces, Amazon WorkDocs, cloud security, snapshots and backups. The webinar is presented once per week in a live online session.  
View schedule and register for ILS101GSCL

ILS101WTP-Estate Plan Drafting in Wealth Transfer Planning: 

This webinar is recommended for all users of Wealth Transfer Planning. The webinar covers the preparation of Wills, Revocable Trusts, Irrevocable Trusts, and ancillary documents, with and without estate tax planning. This webinar will also introduce the preparation of other complex, tax-driven estate planning documents, such as GRATs, charitable trusts, partnerships, etc. The webinar is presented once per week in a live online session.  (Required prerequisite: ILS101GS or ILS101GSCL)
View schedule and register for ILS101WTP

ILS101EEP-Estate Plan Drafting in Essential Estate Planning: 

This webinar is recommended for all users of Essential Estate Planning. The webinar covers the preparation of Wills, Revocable Trusts, Irrevocable Trusts, and ancillary documents, with minimal estate tax planning. The webinar is presented once per week in a live online session. (Required prerequisite: ILS101GS or ILS101GSCL) 
View schedule and register for ILS101EEP

ILS101ELP-Drafting Elder Law Documents in Elder Law Planning: 

This webinar is recommended for all new users of Elder Law Planning. The course covers the preparation of Estate Planning and common Elder Law and Special Needs Planning scenarios. This includes drafting trusts which are commonly used in elder law engagements such as first party special needs trusts (d4A), third party special needs trusts, and trusts which would be used in planning for Medicaid or Veterans Benefits. This webinar is offered once per week in a live online session. (Required prerequisite:  ILS101GS or ILS101GSCL)
View schedule and register for ILS101ELP

ILS102-Document Formatting and Editing in Word*: 

This webinar teaches attorneys, paralegals and word processing personnel about the advanced Word features used in InterActive LegalSuite documents.  Subscribers learn how to add/edit text using the proper techniques to keep text aligned and auto-numbering formatted correctly.  ILS distributes a proprietary toolbar in Word that provides several easy and convenient editing and formatting tools.  All features of the ILS toolbar are covered in this webinar.  The webinar is presented once per week in a live online session.  
View schedule and register for ILS102

*Word Perfect and Word for Mac Training Classes available upon request

Professional Version Subscribers Only

ILSJSC-Jump Start Coaching: 

Professional subscribers are encouraged to participate in a “Jump Start” coaching session with one of our in-House Attorneys. The jump start coaching program is a one-on-one, 90 minute, dedicated coaching session. The session is self-directed, so it can cover whatever information is best for you. Our attorney can assist as you create clients and documents or walk you through more complicated documents and options. The goal of the program is to help you feel confident and successful using the InterActive Legal practice systems so that you can maximize your investment. (Required prerequisites: ILS101GS or ILS101GSCL, ILS102 and one of the following: ILS101WTP, ILS101EEP or ILS101ELP) Please contact an ILS Training Coordinator at 321-252-0100 to schedule a Jump Start Coaching Session.

Additional Training Courses

ILS103-Customization of Profiles and Style Sheets:  

This webinar is available to all Interactive LegalSuite subscribers. The webinar covers the modification of Word style sheets and the creation of custom answer profiles. This webinar is offered once per week in a live online session.   (Required prerequisites:  ILS101GS or ILS101GSCL, ILS102 and one of the following: ILS101WTP, ILS101EEP or ILS101ELP)  
View schedule and register for ILS103

ILS104-Customization of Element Templates: 

This webinar is available to professional Wealth Transfer Planning and Elder Law Planning subscribers only.  InterActive Legal has opened up the templates for editing by authorized users with developer privileges. Since the templates are regularly updated, preliminary training is required before any customization is attempted. This webinar covers the structure of ILS templates, the MECHANICS of how to edit Element Templates, best practices for managing customized templates and updates to shipping templates, and paragraph and text formatting tips.  This webinar is offered on the second and fourth Wednesday of every month.  (Required prerequisites: ILS101GS or ILS101GSCL, ILS102, ILS103 and one of the following: ILS101WTP, ILS101EEP or ILS101ELP)  
View schedule and register for ILS104

ILS105-ILS Cloud Environment: 

This webinar is required for all subscribers who upgrade to the ILS Cloud environment. The webinar covers the ILS Cloud desktop, Amazon WorkSpaces, Amazon WorkDocs, cloud security, snapshots and backups. The webinar is presented once per week in a live online session. 
View schedule and register for ILS105

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InterActive Legal

930 South Harbor City Blvd, Ste 505
Melbourne, FL 32901