Client Portals: A New View Into Case Information Out of Stock
MGMT HQ Web Series: Tools for Tech and Time Management
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It’s hard to believe lawyers have had access to online practice management programs for 15 years or more. One of the significant innovations of these web-first programs compared to their traditional, desktop-based rivals is offering client portals. People outside the firm can see and interact with their client file, with the firm controlling who can see what. These portals are so popular that some traditional programs have added portals to their products. But, just as the word “car” means everything from an econobox to a luxury sedan, different products’ portals offer different features. This seminar walks through the key features of client portals, how they work, what you can use them for, and how different vendors’ products compare.
CBA-CLE and CBA have partnered with Affinity Consulting Group to bring free law practice management and technology-related resources to members and passholders. Affinity Consulting Group specializes in strategic technology and management solutions for law firms and legal departments of all sizes. Find out more about the MGMT HQ resources, access past webinars, and sign up for upcoming webinars.
Upcoming webinars:
- April 13, 2022: The Proof is in the Proofreading: Draft and Proofread Efficiently
- April 27, 2022: Accessibility Tools in Microsoft Office
- May 11, 2022: Take Back Control of Your Day: An Outlook Calendar Power Hour
- May 25, 2022: Drowning in Email: An Outlook Power Hour
Home studies will be available approximately 2-3 weeks following the live program.
If disability accommodations or special assistance are needed, please contact us at [email protected]. Requests must be made at least two weeks prior to the scheduled program.
The program will be submitted for CLE accreditation in Colorado. If you need to seek accreditation in another state, please review the process and requirements for that individual state. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.
12:00 – 1:00 pm
Client Portals: A New View Into Case Information
Presented by Danielle DavisRoe, Esq., Affinity Consulting
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $69.00 USD
- Member Price $0.00 USD
- General Credits 1.00
- Ethics Credits 0.00
- EDI Credits