Managing Law Firm Growth & Succession Planning - Does Your Firm Have The Tools You Need? - Webinar & Workshop

This article contains information from our webinar on "Managing Law Firm Growth & Succession Planning".

Various workshops were run around the globe and they can be found here: 

• AU/NZ - run by Natasha Dubauskas-Reed - AU/NZ Workshop
• UK - run by Chad Ripepi -  UK Workshop
• US - run By Sommer Clegg- US Workshop

Helpful User Guide Articles:

How to use workflow- How to Create Workflows

Contact Records - Adding a Contact Record

Contact Relationships - How To Add Relationships To Contacts

Tasks - View/Edit a Task

Tags -  How To Create/Edit Tags

Document Templates - Document Templates and Automation