DubLaw: Foundations

 

“DubLaw: Foundations” is the six-week beginner course designed for those who have limited Dubsado experience. This class is perfect for attorneys or firm staff members who want a substantive introduction to all the major components of Dubsado. What sets this class apart from normal training videos is that

 
 

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Class 1: Canned emails & the scheduler

Get up and running on Dubsado immediately by learning two of the most helpful components the program has to offer: canned emails and the scheduler.


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class 2: forms

Learn how to creatively build templates of the documents you use most. Forms helps you automate the creation and how to automate them so they are sent out for client signatures.


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class 3: packages, Proposals & invoices

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Class 4: Workflows

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Class 5:Projects, crm & the client portal

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Class 6: Custom Fields, Payment Schedules, & Other Details

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