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Claude Simpson, Head of SmartAdvocate Training shared specific examples of Document/Email/Text templates that can be used during the life cycle of a firm’s cases. Specific examples of WorkPlans and Automated Procedures were also demonstrated to incorporate for specific scenarios. Best Practice suggestions were given to help increase the overall efficiency of any firm and their staff.
Session 1 Recording: January 24, 2022 |
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Session 2 Recording: February 7, 2022 |
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