In this webinar, Dawn Brolin discusses the firm-wide benefits of Canopy's Transcripts & Notices tool and how it's increased the value of her firm, improved client relationships and saved time. Dawn will be joined by KC Brothers of Canopy who walk through the details of the Transcripts & Notices, showing just how simple it is.
In this webinar you will learn:
- Learn how pulling years of client's information via Canopy's Transcripts & Notices tool works
- How to use the tool to save time at your firm, and add value for your clients
- See exactly how Dawn Brolin uses the transcripts tool in her own firm
