Page Comparison

1st Workshop: June 22nd:
Claude reviewed 2 new features and introduced one of our new integration partners

6/22 Agenda:
- Redesigned Case Wizard (Intake Wizard) (05:16)
- Ryan Sessler, President of Lawfund (36.07)
- Client Fillable Questionnaire (UDF) (45:26)

Claude’s PowerPoint Presentation Also Included Here

2nd Workshop: June 29th: Claude reviewed 3 new features and introduced another of our newest integration partners

6/29 Agenda:
- Case Tags & Document Tags (02:50 and 17:09)
- External Document Share w/Doc Upload (21:35)
- Mallary Whitten, Sr. Acct. Executive, OnTask (25:40)
- Folder View w/Multiple Sub-Folders (for doc pg) (41:17)
- New Custom Panels (53:34)

Claude’s PowerPoint Presentation Also Included Here

3rd Workshop: July 6th: Claude reviewed 5 new features and introduced another of our newest integration partners

7/6 Agenda:
- Partner Law Firm Portal (05:19)
- Case Review List (24:24)
- Colin Brett, Director of Partnerships, EvenUp Law (28:39)
- Email Monitoring Service (38:12)
- Assigning Tasks To Multiple People (46:00)
- Custom Dashboard Panels For MySmartAdvocate (50:04)

4th Workshop: July 13th : Claude reviewed the remaining features from our new release, and introduced the last of our new integration partners

7/13 Agenda:
- Scheduler Link for SmartAdvocate Calendars (08:04) -Expanded Table Merge Code Functionality (14:41)
Specify border width for table merge codes
Combine Table Merge Code with a preceding table
- Presentation from Paul Bamert from Case Status (26:25)
- Configurable Keyboard Short Cuts (43:01)
- New and Updated Reports (47:10)
Intake Reports
Referred Out Firm Performance Report
Medical Visits Report
Treatment Report
Litigation
Discovery Report
Staff Management Reports
Cases With No Recent Activity
User Login Report
- Custom Panels for the Case’s Summary Screen (1:01:16)