The Coffeepot Webinar Series
When new and exciting things come along, Paul Purdue (and sometimes Mary Jo Boyd) will present a product or service that will enhance your productivity in a “Coffeepot” webinar. You can attend these sessions live, ask questions, and interact with the attendees, or you may “attend” by simply viewing the recorded session. Enjoy!
August 23, 2019 11:00 a.m. (EST)
Learn how to quickly build reuseable document sets with SetBuilder from NetDocuments
Complete the form below to register:
Join Paul Purdue on Friday, August 23rd at 11:00 am ET to learn how the new SetBuilder tool from NetDocuments streamlines the manual and tedious task of building document sets for everyone in your organization.
Do you have document sets that need to be assembled over and over again? The structure is the same, but the content changes from deal to deal, whether it’s closings, or acquisitions, or discovery (or anything else). SetBuilder may be the answer you’ve been looking for.
Join Paul as he welcomes Phil Nieves from NetDocuments to show us this exciting new tool that has a place in every firm, whether it be for creating closing documentation or organizing onboarding documents for new hires or . . . . . .
Join Paul Purdue as he quickly and succinctly demonstrates what Worldox can do for your firm – see for yourself whether Worldox is the right fit for your document management needs.
Since 1988, World Software Corporation has set the standard in the evolving field of document management, delivering the most reliable, full-featured, cost-effective, and easy-to-use systems available. More than 5,000 organizations in 41 countries rely on Worldox, mostly law firms of all sizes, ranging from 1 to 100’s of attorneys.
Tabs3 and PracticeMaster users now have a way to access their data on their mobile devices. The information is in real time and totally secure.
With Tabs3 Connect, you can:
-Access firm-wide calendar information
-Enter fees wherever you are
-See all the firm’s contacts (not just yours)
-View client billing information while you’re in the client’s office
Join us to see this exciting feature in action.
What do attorneys really need to enhance their productivity while on the go without compromising security? Attend this presentation and learn what it takes to squeeze every bit of productivity out of these wonderful devices:
***iTimeKeep*** – for the iPad, iPhone & Droid. Enter time into TABS3 from anywhere you are.
We’ll show this exciting new product that has recently been setup to integrate with Tabs3. Keep track of time from wherever you are. See it in action.
Paul demonstrates Proximiti’s new Client Matter Access Portal. This product allows any copy of PracticeMaster to “push” information out to the cloud. This information can then be viewed by your clients or anyone else to whom grant access.
The portal resides on Proximiti’s servers, with plenty of bandwidth and “always available” connectivity. You assign your clients usernames and passwords, identify what reports they can see (the information they see in the portal is generated through PracticeMaster reports), and what clients or matters they have access to. Proximiti’s “Connector” technology pulls that information from your server at predetermined intervals (that you determine) and puts it in the portal for authorized users to view 24/7.
Very powerful, yet elegantly simple.