Tabs3 by ProfitSolv

ON-DEMAND WEBINAR

Working with WorkFlows

WATCH NOW!

Manual processes pull you away from client work and introduce errors. With PracticeMaster WorkFlows, you can replace repetitive steps with automation that keeps your firm moving efficiently and consistently. 

In this free 2-hour training session, PracticeMaster expert Myrna Johns will guide you through step-by-step automated WorkFlows you can put to work immediately. 

What You’ll Learn: 

  • Launch client letters instantly with a one-click WorkFlow
  • Auto-generate client emails when calendar entries are added  
  • Display pop-up alerts when calendar entries are missing key details 

By the end, you’ll walk away with ready-to-use WorkFlows and the skills to design your own so you can streamline operations and scale with confidence.

Industry Expert

Myrna Cruise25

Myrna Johns

Sr. Sales Engineer

Myrna Johns is a Senior Training and Implementation Specialist for Tabs3 Software. A longtime resident of Lincoln, Nebraska, Myrna has been an employee of Software Technology, LLC since 1994, and joined the training team in 2002. Since then, Myrna has led one-on-one, classroom, and web-based training to help Tabs3 users get the most out of their software.

Tabs3 by ProfitSolv

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