Law Firm Quick Start Guide Download
JULY 8, 2020

Recorded Sessions

Welcome remarks and general overview with focus on automations

Automations - Breakout Session

(with John Bissell and Jordan Ostroff)

Custom Forms and Documents - Breakout Session

(with Anna Gasperlin)

Calendar and Zapier - Breakout Session

(with Bobby Orozco)

Email and Marketing - Breakout Session

(with Chelsey Lambert, Gyi Tsakalakis, and Matt Spiegel)

API, Integrations, and Reporting - Breakout Session

(with Roey Chasman and Jonathan Stevens)

General tips and tricks

New feature sneak peeks • Closing remarks

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