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Verlata Webinar - Actionstep Webforms & Client Portal
This month's webinar focuses on a couple of Actionstep's funky features - Webforms and the Client Portal.

Webforms and the Client Portal are unique, clever and customisable features of Actionstep which allow you to connect with your clients, both prospective and current.

Join Verlata Consulting for an informative session covering:

1. The main features of Webforms, such as instant alerts, reporting and avoiding data entry.
2. How to create and use Actionstep Webforms in your firm.
3. The benefits of using the Client Portal as a secure place to collaborate on documents, see matter updates and communicate with your clients in real-time.
4. How to enable and use the Client Portal and set permissions associated with it.

Sep 10, 2020 11:30 AM in Brisbane

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Registration fee A$22.00AUD
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Speakers

Maggie Raad
Client Onboarding and Training @Verlata Consulting
Kiana Larkins
Bookkeeper / Software Training Consultant @Verlata Consulting