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Getting Started with App4Legal and Client Intake Management

This session aims at providing a general overview of App4Legal and the methods to manage Client intake.

Target Audience: All legal Practitioners

Duration: 40 minutes

Agenda of the Session:

  1. App4Legal Interface
  2. Setting up your account
  3. Manage users
  4. Account group permissions
  5. Support Channels
  6. Adding/Updating Contacts Info
  7. Documents Management and Automation
  8. Manage Communication with Contacts
  9. Manage Contacts’ setting
  10. Reports and Dashboards
Choose the time that best fits you