Automation is defined as the use of machines or computers instead of people to do a job, especially in a factory or office. Ask yourself, after you implemented your current system, are you and your staff, performing fewer tasks in less time? That is...
You need need to email a client a form, or any document for that matter. You could pull the form from your files, type in the names, numbers, address, etc. Save it as a PDF, attach it to an email, write the body of the email, find the email address, and send. Or...
One click to create the document, edit if needed. 2) Click again to send the fax and 3) once more to confirm sending a fax. The fax is written, sent, and filed 15 seconds into this video. The remaining 37 seconds of the video shows that you have: Created and faxed a...
Maybe there is a faster way to write a letter but we have never seen it. In this video you will see a finished letter completed in seconds with just a few clicks. These letters are very easy to set up and edit, and, as you can see, extremely...
An Automatic Alert is an automatically created calendar event. They keep your cases moving and prevent you from forgetting anything. We built this feature to help us sleep better at night. For example: Adding a complaint to the file creates an alert...
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