Contacts, Files & Data Entry
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Learn how to optimize your cases, time, and clients with these comprehensive webinars.
Key topics covered during these virtual sessions include:
- Creating and editing contacts, group contacts, and files.
- Setting up contacts for split-billing capabilities.
- Entering time, expenses, operating and trust entries, accounts payable, and fund transfers.
Looks like there are no upcoming sessions. If you would like one, please send a request to firstname.lastname@example.org