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Monday, September 8
 

10:15am CDT

Coyote 101: Back to the Basics
Monday September 8, 2025 10:15am - 11:00am CDT
Ideal for new users and those needing a refresher, this session provides a guided tour through the foundational features of Coyote. You’ll learn how to navigate the interface, enter time and expenses, manage matters, and streamline billing. Attendees will walk away with a practical understanding of daily workflows, along with tips for getting the most out of Coyote from day one.
Monday September 8, 2025 10:15am - 11:00am CDT
Breakout The University of Texas at Austin, AT&T Hotel and Conference Center

3:00pm CDT

Best Practices in leveraging Workflow to drive efficiency with Coyote
Monday September 8, 2025 3:00pm - 3:50pm CDT
Legal work is filled with repetitive processes that can be streamlined through automation. This session dives into how firms use Coyote workflows to automate new matter intake, task delegation, and approval chains. Attendees will see examples of custom workflow templates, learn how to create triggers, and gain insights into how standardization improves consistency and client service.
Monday September 8, 2025 3:00pm - 3:50pm CDT
Breakout The University of Texas at Austin, AT&T Hotel and Conference Center

4:00pm CDT

Custom Reporting & Dashboards in Coyote
Monday September 8, 2025 4:00pm - 4:50pm CDT
Data-driven decision-making is essential to firm success, and this session teaches attendees how to build and customize dashboards within Coyote. From billing KPIs and matter metrics to attorney utilization and AR trends, participants will learn how to generate meaningful reports and visualize them in ways that support performance tracking and strategic planning.
Monday September 8, 2025 4:00pm - 4:50pm CDT
Breakout The University of Texas at Austin, AT&T Hotel and Conference Center
 
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