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Advice and answers from the Docketwise Team
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events
Event
Reminders
Easily send reminders to yourself, your colleagues, and your clients for upcoming
events
!… How do
Event
Reminders Work?… Adding Attendees to an
Event
Outlook Calendar Integration
Docketwise offers seamless integration with Outlook Calendar, ensuring synchronization of your
events
… the initialization, which may take some time depending on the number of
events
… the initialization, which may take some time depending on the number of
events
Google Calendar Integration
Docketwise offers seamless integration with Google Calendar, ensuring synchronization of your
events
… the initialization, which may take some time depending on the number of
events
… the initialization, which may take some time depending on the number of
events
Changing Time Zone
Next, you will click the drop-down menu for
Events
time zone and select your time zone
Custom Dashboard
Events
Displays the 5 closest upcoming
events
to which you are assigned
Firm, Contact, and Matter Feeds
Creating and updating Contacts Creating and updating Matters Creating and updating
Events
Navigating Docketwise
to this contact such as forms, matters, related contacts, tasks, notes, files, invoices, messages,
events
… this matter such as case tracking, forms, tasks, notes, files, invoices, trust accounting, messages,
events
Zapier Integration
lets you automate processes by creating Zaps with a Trigger event and a subsequent Action event (or
events
Managing Users
access to Messages (viewing/creating/editing/deleting) Event Permissions: Specify access to
Events
Docketwise Leads CRM
You can do pretty much anything with Leads that you can do with Clients: create intakes, add
events
,