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!
October 11, 2019 11:00 a.m. (EST)
Learn how to securely share documents with NetDocuments collaboration tools
Complete the form below to register:
Join Paul Purdue on Friday, October 11th at 11:00 am ET to learn how to securely share documents using the NetDocuments collaboration tools.
Do you have documents that you need to share with others outside your firm (clients, attorneys, experts, etc.)? Do you find it difficult to collaborate with these people through a series of dozens (or hundreds) of emails flying back and forth? The collaborative tools in NetDocuments may be just the answer you are looking for.
Join Paul as he welcomes Phil Nieves from NetDocuments to show us these exciting tools that are included in the core NetDocuments product, but are worthy of a webinar all their own.
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.