Actionstep Masterclass: Workflow Configuration

Actionstep Masterclass: Workflow Configuration

We’ve just announced our final Power User Masterclass session in this three part series. This time we are focusing on Workflow Configuration.

Your firm’s Power User is the ‘on the ground’ user and ‘go to’ person who understands all the in’s and out’s of Actionstep’s powerful practice management technology.

Each attendee will leave our Masterclasses with the knowledge and skills in each area to be an exceptional Actionstep Power User and bring this benefit back to your firm.

These highly beneficial and intensive sessions have limited availability of only 10 seats. This ensures each attendee receives direct, one-on-one training and assistance specifically relevant to your firm.

Lunch & Learn

Session 3 of 3 - Workflow configuration

Proudly presented by Verlata Consulting

Verlata Consulting

At the heart of Actionstep is a unique workflow engine, where you can build your matter processes into the system in a series of steps, decision trees, and tasks. Powerful built-in automation tools can automatically delegate tasks to the right staff member, inform your client of matter progress, add deadlines to your calendar, auto-generate documents in the matter and so much more.

During this Masterclass, you will learn how to:

  • Create a matter type.
  • Build a workflow
  • Create participant types
  • Add various automation to your workflow.

This truly is a session that will bring plenty of value to your business.

Location & Dates

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Reserve your space

Price: $300 per person (+ GST & bf)

Register Now