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04 October 2018

LAIT Workshop & Training Session Conducted at SOMA Solicitors, South Harrow - London

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03 October 2018

LAIT is Ready for General Data Protection Regulation (GDPR)

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27 September 2018

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LAIT Workshop & Training Session Conducted at SOMA Solicitors, South Harrow - London

04 October 2018
 


SOMA Solicitors is one of the reputed legal firms in South Harrow London with 20 years of service. They are specialised in commercial & residential conveyancing and provide services in various other legal areas for its clients.

SOMA solicitors migrated to LAIT from a different information system provider a year ago and find it exceptionally user-friendly and supportive to run their business.

The training session was aimed to provide an extra knowledge for LAIT users at SOMA Solicitors in various areas in the application. From CRM to Case Management was mainly focused in the session. Create workflows, import new workflow items to correspondence and create your own workflow break-down structures were mainly discussed at the event.

There were around 10 staff members including the management team participated the event. LAIT training management team was able to conduct the event successfully to achieve their set goals for the event.


Key areas of the training session:

  • Customer Relationship Management (CRM)
  • Contact Management within Cases
  • Document Upload and Assignment to Case Types/Sub Types
  • Create Workflow Break-down Stuctures
  • Create New Workflows
  • Import Newly Added Items to Workflows
  • Workflow Management Techniques


 

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