CounselPro™8 is built on the Software as a Service (SaaS) platform Actionstep. Along with the workflows, letters, documents, and list views provided in CounselPro™8 by the Academy, Actionstep itself offers many features that are often overlooked. In this article we’ll discuss using the Client Portal, Matter Templates, and HotDocs Overlays. Client Portal You can provide your clients with a secure portal to collaborate on documents and see matter updates. When you send an email … [Read more...] about CounselPro™8 Underused Features
