Webinar: Matter Workflows

Описание: Learn more about Matter Workflows with Matter Types and Statuses in Docketwise!

In this webinar, we cover:
1) What is a Matter Workflow and how does it work?
2) Creating and Editing Matter Workflows
3) Assigning and Updating Matter Type and Status
4) Tracking a Matter’s Status
5) Reporting with Matter Workflows and finally we will be getting into
6) Automations with Matter Workflows

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Check out our playlists:
Building a Successful Immigration Practice Webinar Series:    • Reflections on the state of the Immigratio...  
Docketwise Training Webinar Series:    • Webinar: QuickBooks Integration