Email and Document Management Webinar – 24th November 2021

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Email and Doc Management Webinar

4 ways email & document management can improve your law firm

On a daily basis, fee earners and support staff will be responsible for producing dozens of documents and emails to colleagues, clients and 3rd party contacts – making case file management a top priority. After all, inefficiencies in the way you work with documents and emails can result in wasted time and time is your most valuable resource.

We will discuss;

4 ways you can optimise file management and save time, increase security, reduce errors and increase compliance:

* Produce emails & documents from templates

* Automate the creation of multiple documents

* File emails and documents on the matter automatically

* Increase access to case files and documents with searchable cloud storage

This webinar is suitable for;

– Practice Managers, Solicitors, Partners, Support Staff, in fact anyone who works within a law firm

Email and Document Mangement Webinar Speakers

Josh Dhaliwal

Head of Sales at Insight Legal

With 25 years of experience in Sales and the last 8 years gained in software solutions, Josh is passionate about delivering excellence and believes that the role of the modern software firm is to work closely with the client to help them make informed and educated decisions about the right solution, to help them succeed.

Stephen Minall
Stephen Minall

Business Development Manager at Insight Legal

Stephen joined Insight Legal at the beginning of 2021 with a background in software sales, originally helping FTSE 250 organisations with their unified communications strategies. He then moved into selling both unified communications and case management software within the legal market, where he developed a passion to help legal firms of all sizes, throughout the UK, gain efficiencies in their day to day workings. Stephen is passionate that the chosen software solution should seamlessly become a part of a firm’s day to day workings, giving immediate operational efficiencies.