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Instead of wasting time on duplicate data entry or switching between disconnected platforms, you can automate key processes and keep everything in sync. Time Stamps of Key Takeaways 0:00 Why integrate? Calendar sync prevents scheduling conflicts by updating availability in real time. Lets break it down.
From automated conflict checking to ROI tracking and targeted marketing campaigns, these tools aren’t bells and whistles; they’re the difference between coasting and cruising at full throttle. 31:31 — Tracking return on investment (ROI) Devon highlights the ROI tracker, a powerful tool that turns your data into actionable insights.
In the dynamic landscape of legal practice, where time is a precious resource, the pursuit of efficiency has become paramount. Manual tasks and processes in law firms can be a bottleneck to growth, often leading to delays, errors, and missed opportunities. No more manually updating statuses or tracking lead progress in a spreadsheet.
Once the client has created their password, they can then use that to login to their portal any time they wish – by means of manual or automatic action, Sharing Items via Client Portal Now that your matter contact(s) have been granted portal access, you can begin sharing items with them.
Custom Fields , on the other hand, enable you to track unique data in your CRM. These fields are only used within the constraints of the form itself, and cannot be merged into a document, used in a report, synced to casemanagement, etc. You shouldn't create Custom Fields for this standard data.
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