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
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article