February 2022 Use Automation To Maximize Your Firm's ROI Workshop
- Sales
- allison
SmartAdvocate’s Automation 2-part weekly Workshop guided users through how to use the power of SmartAdvocate’s automation features to increase the efficiency of your staff.
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 |
|---|
Session 2 Recording: February 7, 2022 |
|---|
Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.