Hosted by:
Grant Yuill
Head of Marketing & Customer Engagement
Live Webinar
Took place: Tuesday 26th March 2024.
Are you tired of drowning in administrative tasks, spending valuable time on manual processes that could easily be automated? Look no further! Watch our exclusive webinar, “Did you know… you can reduce the manual handling of admin processes using Smart Event Task Automation?” and discover a game-changing solution.
WATCH THE VIDEO NOW
We invite you to explore the power of Smart Event Task Automation, designed to streamline your admin processes, boost efficiency, and enhance productivity. Our webinar, hosted by our Head of Marketing, Grant Yuill, will introduce you to a revolutionary approach that reduces the manual handling of both simple and complex tasks, transforming the way you work.
You’ll have the privilege of being guided through the transformative process of Smart Event Task Automation by our respected experts, Callum Blair and David Cross.
Callum Blair brings a wealth of experience and expertise in showcasing automation solutions, providing invaluable insights into the intricacies of Smart Event Task Automation. With his deep understanding of technology and business processes, Callum will help unravel the complexities and showcase the simplicity of automating your admin tasks.
David Cross, on the other hand, offers a unique perspective enriched by real-life examples. As a seasoned professional with a proven track record, David has spearheaded the adoption of Smart Events in numerous firms across the UK, altering their operations and driving efficiency to unprecedented levels. During the webinar, David will share compelling case studies and first-hand experiences, illustrating how Smart Events have transformed organisations and propelled them towards success.
Why Watch?
Smart Events have been meticulously crafted with workflow-style automations, eliminating the constraints of traditional path-style workflows. This innovative feature empowers you to bundle various automations into selectable options within CaseLoad, offering unparalleled flexibility and control.
By leveraging Smart Event Task Automation, your team can redirect their focus towards high-value activities such as fee earning, client care, and profit generation. Here’s a glimpse of what we’ll cover in the webinar:
- Automate and Email: Learn how to automate processes like fee note confirmation emails effortlessly.
- Automate Email with Attachment: Discover the simplicity of automating emails with attachments for seamless communication.
- Automate Populated Emails: Explore the efficiency of pre-populated emails and setting up planned events.
- Document Selector & Populated Email: Dive into matter-level automation, offering document selection, editing, and email integration.
- Data Page & Automation of Sale Quote: Experience the ease of generating quotes and running essential documents with precision.
- Client Proceeding Milestone: Unlock the potential of automating case action steps and planned events for smoother proceedings.
