New ProLaw Podcast - Custom Dockets, Matter & Docket Cleanup, & Professional Setup for Trans

Second podcast released today! Here are the topics I covered in today's podcast.

Topics Covered

Matter & Docket Clean Up

Closed is important

Complete the docket

Closing Procedures

Custom Docketing

Use authority

Can inherit parent professionals, or manually assign

Can ask to create

Can create custom due dates 7 days after today

Can include multiple levels

Can turn off later, but can’t delete.

Can add document templates to trees, but you still have to create document

Front Office! Use the time entry pop ups

Transaction Professionals setup!

Pod Cast Link

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