Working with WorkFlows

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.