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)