About this course
Matter Extensions
- What are Extensions?
- Creating a Client Extension (Individual)
- Creating a Client Extension (Company)
- Creating, Cloning & Editing Matter Extensions
Custom Questionnaires
- What are Custom Questionnaires
- Creating, Accessing & Running Questionnaires
Batch Key Date Ticking
- What is Batch Key Date Ticking?
- Batch Key Date Ticking Options
- How to Use Batch Key Date Ticking
Batch Clearing Matters For Review
- What is Batch Clearing?
- Batch Clearing Options
- How to Use Batch Clearing
Adjust Workflow Ticked Dates
- Benefits of Adjusting Workflow Task Dates
- Adjusting Workflow Task Dates