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Data Import Webinar
 

Recorded June 27, 2018

Save hours of manual work by importing client information and creditor data directly into the client file. Learn how you can eliminate hours of manual data entry by importing data directly into the client file. See how built-in tools can make your client intake and case preparation processes more efficient.

We’ll discuss:
• Templates
• Macro Phrases
• Common Text Blocks
• Import creditors (from other clients)
• Credit Report import
• MyCaseInfo