Welcome to Docketwise!
Welcome to our Docketwise onboarding livestream! If you’re new to Docketwise, you’ve come to the right place. In this livestream, we will guide you through the basics of Docketwise, from customizing the attorney’s dashboard to managing the client portal.
By the end of this livestream, you'll be able to:
○ Customize the Attorney's Dashboard
○ Create Contacts, Matters, and Forms
○ Review Messages, Events, E-signature
○ Manage the Client Portal
You’ll have a solid understanding of how to get started with Docketwise, including creating contacts, matters, and forms, reviewing messages, events, and e-signatures. Whether you’re a solo practitioner or part of a larger firm, Docketwise is a powerful tool that can help streamline your workflow and improve your practice. So let’s dive in and get started!I
As always, let us know any questions or processes you want to review with us, and stay in touch via (firstname.lastname@example.org)
See you soon 👋