Lunch & Learn: Webforms and the Client Portal

Lunch & Learn: Webforms and the Client Portal

Verlata Consulting

Proudly presented by Verlata Consulting

Verlata Consulting are hosting an informative lunch & learn session 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 Lunch & Learn session about:

  • The main features of Webforms, such as instant alerts, reporting and avoiding data entry.
  • How to create and use Actionstep Webforms in your firm.
  • 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.
  • How to install and use the Client Portal and specific permission settings associated with it.

These highly popular sessions are strictly limited to 20 spaces, so make sure you reserve your spot today!

Please note: this Lunch & Learn will be based on the EBM platform settings in Actionstep. If you are still on classic, please advise so we can tailor our session accordingly.

Location & Dates

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Reserve your space

Price: $45 per person (+ GST & bf)

Register Now