CaseLoad Coaching Session 10 - Events & Attachment Management

Webinars
16.09.2020

Hosted by:

Grant Yuill
Grant Yuill
Head of Marketing & Customer Engagement
Steven Hill
Steven Hill
Operations Director

Join Steven Hill, Legal Tech Expert, and Grant Yuill, Denovo's Head of Marketing, on Wednesday 16th September at 3:30pm as they show you how to gain better control of client communications with enhanced attachment capabilities. 

Topics we will cover are as follows:

  • Secretaries can prepare client emails with access to all matter correspondence when creating emails
  • Exporting to a folder can be done for a selection of matter correspondence or a whole file
  • Event assignment informs the fee earner when an email is ready to send out
  • Email multiple event documents at the same time to any contact associated with the matter or associated matters
  • New emails, replies and text communication from CaseLoad
  • Task management to make sure nothing is missed

Duration: 30 minutes

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