February 2023 WorkPlans & Automation Workshop
- Sales
- allison
- SmartAdvocate Training Team
- Igor Selizhuk
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.
In the 2nd installment of our series, we build off of the last session and explore: How To Create More Complex WorkPlans and demonstrate more advanced concepts like: Using WorkPlan “Decisions” to Branch to Alternate Paths.
In the 3rd installment of our series, we cover Advanced WorkPlan Features and How To Create WorkPlan Assignments and show How To Assign Them To Your Case(s).
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.
.
Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.