Create Exceptional Client Experiences (Workflow) - Webinar and Workshop

Overview:

This is an article that contains information from our webinar on "Create Exceptional Client Experiences" webinar. 

• Watch the webinar here:

• A Workshop on "Create Exceptional Client Experiences" can be found here:  Create Exceptional Client Experiences Workshop

Helpful User Guide Articles:

How to create Webforms - Creating Webforms

How to set up Marketing Campaigns and Activities - Marketing Campaigns and Activities

How to set up Tracking Referrers - Tracking referrers - Marketing

How to use and set up SMS alerts - Using SMS Alerts

How to create Workflows (including how to automatically open trust accounts on step changes) -  Workflow Creation

How to create document and email templates - A step by step how to build document and email templates

How to set up Related Matters on your Matter Types - Related Matters on your Matter Types

How to use the Client Portal - Client Portal

How to create Email/Task Notifications - Default Task Notifications

How to set up Scheduled Payments / Recurring Invoices - Scheduled Payments and Recurring Invoices