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Lexicata invites you to its webinar

Part 4: How to Schedule Appointments, Tasks & Emails (On-Demand)

About this webinar

Webinar Type: On-Demand

Description: Learn step-by-step how to create tasks, schedule consultations and send automatic reminders and other scheduled emails directly through the Matter Info Page.

What you'll learn:

  • the components of the Matter Info Page;
  • when to conduct activities from the Matter Info Page vs. the Contact Info Page;
  • how to add single item workflows to a matter, including tasks, scheduled appointments, and scheduled emails;
  • how to assign items to users & set due dates & reminders;
  • what types of items appear in the matter timeline & the Agenda; and
  • how to view & filter items in the Agenda.

Features Discussed:

   > Matter Index Page             > Matter Info Page
   > Add to Workflow Button 	   > Tasks
   > Appointments                  > Emails            	
   > Notes                         > Matter Timeline
   > Agenda Page                   > Filters


Hosted by

  • Host
    H
    Emma Raimi-Zlatic

Lexicata

Run a more organized, efficient, and profitable law firm.

Lexicata is the #1 law firm CRM and client intake software. With tools like online intake forms, e-signable contracts, lead & matter tracking, in-depth data dashboards, and tons more, Lexicata takes the guess work out of building and running a successful law firm.