SmartAdvocate’s WorkPlans function as a checklist, which helps to ensure uniformity and streamline the operation of your firm. Together with the Automated Procedures feature, firms can automate many routine processes. SmartAdvocate’s WorkPlans & Automation 4-part weekly Workshop guided users through the key tools and benefits of these useful features.
WorkPlans
In the 1st installment of our series, we show you how to: Create a WorkPlan outline, Case Statuses, Document, Email, Text & Appointment Templates, Case Roles, Timing for Tasks and more.
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Automated Procedures
The last installment of our series is all about “Automated Procedures”: How to Create Them, Assign Tasks, Send Emails, Text Messages, and more. We’ll also cover How To Use Automated Procedures To Trigger WorkPlans.
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