Alt Legal’s “Best Practices” webinar series is designed to help customers make the most of the platform’s evolving capabilities. In this episode, Product Manager Sophia Ottinger will discuss new and upcoming updates to Alt Legal's software. Then, Alt Legal support guru Satori Stockpyle will show you how to set up and manage communications in Alt Legal, including access and permissions for contacts and collaborators. She'll then walk you through using email templates and reports to streamline outreach and keep your team and clients informed. You’ll learn how to tailor your communication tools, stay organized, and deliver consistent updates across your matters. In particular, the webinar will cover:
* Managing contact and collaborator access
* Using and personalizing email templates
* Creating and sharing reports
* Utilizing tags to aid in segmenting
Everyone who’s registered for this webinar will receive an email with a link to the recording.
