7/31/23

Free Help Wednesdays: Workato and Filevine

[WATCH TIME: 57 MINUTES] With Workato, there are many automation options that can improve your firm’s workflow efficiency and reduce manual work. In this replay of a live Free Help Wednesdays session, we reviewed tips and tricks for automation best practices, including what types of things we can and should we automate and what considerations need to be made in the process.

Previous

Free Help Wednesdays: Fusions

Next

Free Help Wednesdays: Litigation Best Practices