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Join our billing trainer, Maureen, as she takes you through some exciting new updates to Smokeball's billing features that have been released in the last several months. From new permissions and new filters added when reviewing drafts and finalizing invoices to additional allocation settings and updates to reconciliation tools, we have a lot to share with you!
Are you constantly fixing your Smart Letterhead, Smart Captions, and signature blocks when drafting documents? If so, this session is for you! Client Trainer, Nicole Damnitz, will walk through Document Container best practices for letters and pleadings, the most common mistakes to avoid, and how containers and TemplateLab templates work together to keep your documents easy to maintain.
Join Client Trainer, Dylan Petrou, for a deeper dive into Smokeball's exciting Intake Form Builder features