This is an article that contains information from our webinar "Create Exceptional Client Experiences" webinar.
- A Workshop on "Create Exceptional Client Experiences" can be found here: Create Exceptional Client Experiences Workshop
Helpful User Guide Articles:
- How to create Webforms - Creating Webforms
- How to set up Marketing Campaigns and Activities - Marketing Campaigns and Activities
- How to set up Tracking Referrers - Tracking referrers - Marketing
- How to use and set up SMS alerts - Using SMS Alerts
- How to create Workflows (including how to automatically open trust accounts on step changes) - Workflow Creation
- How to create document and email templates - A step-by-step on how to build document and email templates
- How to set up Related Matters on your Matter Types - Related Matters on your Matter Types
- How to use the Client Portal - Client Portal
- How to create Email/Task Notifications - Default Task Notifications
- How to set up Scheduled Payments / Recurring Invoices - Scheduled Payments and Recurring Invoices
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