Webinar: Using Perfect Portal for other Matter Types
Tuesday, June 30th @ 12:30 pm
Our Enquiries feature has been quite popular over the past few months. With this feature, you can use Perfect Portal for other areas of law such as Wills, Probate, Family, Personal Injury, Dispute, Divorce, Commercial Property and more.
Join Sophie for a 30-min webinar on Tuesday, June 30 at 12:30 pm to learn everything about this feature and how your firm can take full advantage of it.
During this webinar you will learn:
- How to request new Matter Types
- How to set up new templates for Matters outside of Residential Conveyancing
- How to generate a new enquiry
- Key Stages for the other Matter Types
- Key Stage updates via client portal & app for other Matter Types
- Matter Types that other firms are currently using Perfect Portal for
- Lead capture form for other Matther Types
- New enhancements coming soon for Enquiries
