Learn how you can take advantage of Templates and Merge Fields to create personalised emails, documents and tasks effectively and efficiently for your clients and team. You'll also see how you can optimise key Practice Settings and implement proactive Automations to keep your practice running smoothly with FYI.
This 60-minute webinar goes back to basics, showcasing the efficiency of Templates and Merge Fields, including how you can optimise task management and proactively track job budgets, providing greater visibility and accountability for your practice.
Click below to play a full recording of the webinar:
Your Action Plan
Recommended next steps to get the most out of this session and the features showcased:
Step 1 - Enable and setup Task Templates to reduce task creation time.
Step 2 - Review and create Document Templates including Merge Fields
Step 3 - Automate your Overdue Task Management and Job Budget Tracking with our pre-built automation.
Useful Links & Resources
For more ways to safeguard your compliance obligations, refer to the following resources:
Don't forget, our team is here to help with our dedicated complimentary Automation Lounge to help you automate your practice, in addition to personalised Automation & Consulting services to ensure you're set up for success.