Webinar Overview

In this webinar, we continue with our series on Precedents. This webinar demonstrates how to create custom firm precedents and showcases the available field options.


This webinar covers:


  • Recap of part1 of the webinar series
  • Precedent permissions
  • Creating a precedent profile for your firm
  • Using automated fields (Ask and If/Then/Else)
  • Overview of field types and uses


Webinar Recording



Presented by: Anthony Romeo, Client Services Consultant

Webinar date: 6 December, 2023