Monday, 8 February 2021

Alpha Legal "Contact Timeline" now in beta

We're just testing a new feature in Alpha Legal - the "Contact Timeline".

This is an at-a-glance view of the interaction you've had with your client.  It shows the forms sent (eg ID request or COVID questionnaires) and the documents shared.  

Alpha Legal's new "Client Timeline" feature

The idea is that you'll have an easy-to-read visual indication of your contact with your client.  The feature is in beta test now and will in the live system later this week!

No comments:

Post a comment