Recorded August 21, 2019

Ditch the Notepads: Consolidate Case Notes and Create Custom Reports
Explore features that organize client and case information in a centralized location. Conveniently access notes and reports without all the paper.

Learn how to:

  • Consolidate client and case notes for easy viewing
  • Create user defined fields to collect custom data
  • Run reports to view a summary of your client list