Businesses of all types must gather basic information for new clients. Chances are, your client data is obtained with a client intake. In this webinar recap we demonstrate how to streamline client intake using HotDocs Advance. We will also show you how the data gathered by that intake can be used to populate other templates you develop.
Our industry-leading experts and innovators hold multiple Free Training Webinars each week to show you the latest in AbacusLaw, Amicus Attorney, HotDocs, OfficeTools, ResultsCRM, Abacus Private Cloud, and more. For any questions, or to request a topic, please email firstname.lastname@example.org.
Transcripts will be added soon!