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With that in mind, the latest installment of our Deep Dive Webinar series showcases a fully automated workflow tailored for personal injury practices. 4:50 - Personal injury law automations Devon gives an overview of the Automations typically used in a personal injury practice.
Build a template once, including options like conditional logic and e-signature, and you’ll never need to manually draft that document ever again. Make informed decisions about your clientele and ethical obligations without having to filter through paper records.
General Fields General fields are intended only for questions where the answers don’t need to be stored on the CRM record itself. It's important to note that this option isn't compliant with e-signature regulations, so it isn't considered a legally binding e-signature. Learn about our compliant e-signature features here.
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