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.
Matter & Docket Clean Up
Closed is important
Complete the docket
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!