Watch Thanks to all who joined our 4-Part Workshop with Claude Simpson, Head of Training, where he provides provided in-depth details of the newest features from our latest annual release. Workshop #1 https://youtu.be/GlSs_rNJZwg
Topics: Case Chat, Internal Messaging, Internal Notifications, a presentation from George Bessenyei, CEO of YoCierge, and AI Document Summary
Workshop #2 https://youtu.be/uXrWwhh0Mmk
Topics: Automatic Document Versioning, SmartMetrics Dashboards, Auto Refresh Options For Dashboards, a presentation from Matthew Thorley, Product Manager at MoveDocs, Show Appointments From Related Cases and Word Template Editor Available In The Browser Workshop #3 https://youtu.be/V-8hLugRVOg
Topics: Case Browse Mass Add Task, Custom Fields on Standard Forms/Pages, Teams for Case Assignments, Tasks, Appointments, etc., Presentation from Melanie Pita, Esq., Foundation AI, Chief Product and Strategy Officer. Foundation AI is a New SmartAdvocate Integration Partner, Scheduler Link Enhancements, Settlements Page Enhancements, Ability to Select Multiple Medical Providers When Creating Medical Records Requests, New Updated Reports (Staff Management Report - AI Usage Report, Template Use Report) Workshop #4 https://youtu.be/Lo5NWERGtpw
https://youtu.be/Zc5UBtPGLmg
Topics: Partner Law Firm Portal (Enhancements), Save & Exit Open Dialog Boxes While Editing, Presentation from Gabriel Stiritz, Founder and CEO of Lexamica, a new SmartAdvocate Integration Partner, Settlement Statement/Settlement Memorandum Using Updated Settlement Page, New/Updated Reports (Staff Management Report - AI Usage Report, Template Use Report, and in the 2nd link Claude finishes up with: How To Create and Use Task UDF
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