Learning Center

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Publications

EBOOK
CRM Software

CRM Software

A Guide for How A CRM Software Can Improve Your Client Experience
Get Ebook
EBOOK
Marketing Automation eBook

Marketing Automation

A Guide for How Marketing Automation Can
Help You Optimize Your Practice
Get Ebook
EBOOK
Reporting and Insights Software

Reporting and Insights Software

A Guide for How Reporting and Insights Software Can Make You a Data-Driven Firm
Get Ebook
EBOOK

Client Intake Software

A Guide for How Client Intake Software Can Elevate Your Legal Practice
Get Ebook
EBOOK
Path to Delightenment eBook

Path to Delightenment

Improving the Legal Client's Journey
Get Ebook
EBOOK
legal resources

The Law Firm Automation Playbook

A practical guide to doing more with less, increasing conversion and wowing clients from start to finish.
Get Ebook
EBOOK
legal resources

Law Firm Intake and Marketing Automation Quick Start Guide

Automate menial tasks with the
click of a button, turning your
attention towards billable work
Get Ebook

Webinar Recordings

WEBINAR

Automation Training

Mar 2, 2021 — with Anna Gasperlin

WEBINAR

Custom Forms Training

Mar 9, 2021 — with Anna Gasperlin

WEBINAR

Documents and E-signature Training

Mar 11, 2021 — with Johnny Bissell

WEBINAR

Email Marketing Training

Mar 16, 2021 — with Anna Gasperlin

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