Training Workshops & Webinars

Sign up for weekly Tip of the Week emails, announcements of webinars, and more by emailing us at trainingteam@smartadvocate.com.

https://smartadvocate.atlassian.net/wiki/spaces/KB/pages/928382993

2024

https://youtu.be/zixt4SQTVeA

February Training Workshop: WorkPlans: How To Onboard Without Going Overboard

March Training Workshop: https://youtu.be/A9sOGulUrKc

2023

February 2023 WorkPlans & Automation Workshop

2022

January 2022 Mastering Dashboards & Reports

2021

July/Aug 2021 Improve Your Firm's Intake Efficiency Workshop

 

 

 

 

 

 

 

Visit smartadvocate.com/support for other help options including how to access our Support Tracker and Daily Office Hours sessions.