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[Music] hey guys this is singh i am a founder of lockers like today we are going to discuss like how you can reinvent your law firm we are still waiting for some of our friends so we'll let's give some time few minutes and in the meantime like let's you know like let's do like one minute silence for all the people who lost their life to the to the terrorist attack so we will keep one minute silence for them and after that we will start thank you very much okay so let's start the first thing you like today we are going to discuss is like in the automation is a lot of fusion like because of this kobe 19 thing you're like you want to automate a lot of stuff and so lockers can help you you know like we are going to keep this discussion like like not focused on lockers but you can do a lot of things using other tools as well so you can use zap here to do a lot of this stuff but if you want to use like a single tool to do that you can use lockers for it and today we are going to discuss is document automation we are going to discuss conditional statements we are going to discuss dynamic merge fields we are also going to discuss intake forms how you can add conditional statements on intake forms how you can do the same progress so your clients like they can enter a lot if you have like a large intake forms they can save the data and then they come back and they can again start with the left so we are going to discuss that we are going to discuss how we can create workflows and how we can create link intake forms with with the rest of the data like you can create tasks you can create events after intake form is submitted and that we are going to discuss everything like in the workflow automation in the interaction automation we are going to discuss like how the email automation can be done and how the sms follow-ups can be done this thing is going to save you guys a lot of time if you set it up correctly you can save up to 20 hours and we have like a steady case studies like the attorneys who have been using this kind of automation using lockers they are saving like 20 up to 20 hours per week and they have you know like they have grown from like eight people to 20 people like 100 growth like in in less than one year so let's start with it so i'll start with the document automation i'm going to switch my screens now so i'm going to stop share and then switch my screens okay so once you log in you like you will see the the dashboard like in lockers and the dashboard looks like this and in the dashboard you have like you like all the reports so we are not worried about this today we are going to discuss the automation so i will go to the automation directly so we have like three kind of automation we have document templates we'll start with document templates intake forms and workflows so in the document templates you know like you have merge fields so what you can do in document templates is i will show you a sample document template so this is how a document template looks so in document templates you will copy paste certain merge fields and you will put in a document and then the system will replace these merge fields with the relevant data so you see i have like matter.relationship.medicalprovider.fax so what it's going to do is like it will so on the on the matter itself this document is going to look for a relationship medical provider and then it's going to get the facts for that then it will get the name it will get the street city so you can add this you can create these documents only once and then you can recreate it like again and again so how you will do is you know like i will show you i will take example of it i'm going to remove this now and i will show you like how we can create it so we'll switch here so once you're in lockers you will go to automation you will click on document templates you will click on merge fields so here you will see all the merge fields so you see metadot name if we have if we copy this metadot name so either you can use this copy here or you can use copy from here so if you go here and you copy this here like mata.name so this will like replace this matter dot name with the relevant name like on which matter we create this document we attach this document it will replace the that that matters name over here so now you can build it you can build like let's say if you want more information like who is a client so we'll say client [Music] and then you can copy the client information as well so either you can search it on the top here filter merge fields or you can search from here so i will say my mata dot client i'm looking for first name and name so i will copy this here i will put it on copy paste it on my document so this is your regular you like your document automation where you copy paste these fields over here and these fields got replaced by by the relevant data after that you may want to put some conditions also like if and else for example you like if the client's gender is male you want to put his on the document if the gender is female you may want to put like her on a document so i will show you how to do that so i already have something here so i will show you the other document so i will go here and so what you can do is you can add if and else statements here so it is very easy to do that so what you need to do is you like you will go here so click so i'm using i'm using mac so if you click here on the document on the word click on preferences you can see the code which are here so you will see the moment i did that like i unchecked it is showing me the code behind this this field here so if i remove it so it's very easy click on a word on the top click on preferences click on a view and then remove this so if you remove this it will show the the value instead and if you check it it will show the codes which are used like the code which we put to to generate that to calculate like if the gender is female use her if gender is a male use his so it's very simple code i will show you like how it works so if you remove it it will go away if i cancel it out it will show like this so now like how this code works it's very simple so how the code work is you know if [Music] there's an expression if that expression is let's say condition one so condition can be anything if this is true if the expression is equal to condition so for example in our case if gender is let's say let me take example here if gender is female and we put like what to do here like if the condition is false do something if it is false do something else so here we will write true condition [Music] and here we will write false so in our example we will have when gender is a female so if female comes as a gender [Music] female is equals to female it would be her if it is not if the male comes in it will be it will be his so so female comes in if the gender like in lockers is female it will be it will show her if it comes as it comes as a male like in the in the document or in the matter it's a male for a client it will show as his so remove this i will show you like how you will insert this now so how you insert this you will click on insert on the top you will go here you see this field here you will click on this field after this you will select if statement so go back i did a mistake here so i will click again and show all and then click here and then search for f so now you see like it shows me here and this is what i was showing you like if expression one operator can be anything operator is your conditions like equal to greater than less than so anything like that like the comparison how you do the comparison would be your operator your operators are equal signs greater than less than and there are many other operators you can google it you will find a lot of that and there are good demos also online too so if you like google this you will find a lot of like online tutorials only on the conditional statements after this you will do if so we'll copy the field which we have like we will go to locus now and we will copy this here so we'll say gender so you see here so we'll copy this we'll go back and we'll say when gender is equal to and we'll say female if this is true put her if this is false put his [Music] so this is just an example you can use this for anything and you can code this for for anything how you want it so you can have conditions like you know like when the rate matter rate is 300 show x thing when rate is less than 300 dollars show why so this is your one thing again you see like there are times when you have like you have to create similar documents for different kind of people for example you have a family case and you have to create a document for each child like person child so what i have i'm doing on this document is so i have so what we call is dynamic merge fields so dynamic merge fields are for the relationships so if you have like a same relationship for different people on a matter so i will show you that as well so i have like a relationship.child.name so what i want to do is like if i have five children for a client i may be able to i should be able to create like five documents five different documents for each child so this will have that so we call it like a dynamic merge field and i will show you like how it would replace it so i'll go back to my matter i will go to adolf versus jacobs here and if you see my matter here i have two child i have blake and angelina as a child and i have two medical providers i have abby cartwright and i have a mixing as my as my medical providers so in doc and this doc menu like in a sample document what i'm trying to show you is you know like you can create you can add like a dynamic merge fields and then you can create documents on it like you don't have to create four different fields or you don't have to create four different documents so this is permanent permutation combination you can create like four into three so almost more than four like you know like more documents but lockers will allow you to select like which child you want to create a document and for which medical provider so the document is like this will go back so we added like mata.relationship.child.name we have.matter.client.name and over here on the top you know like we initially we had like relationships so i will show you like i'll switch back and so this was our original document so we'll upload this as a template sorry like i clicked it by mistake so this was our original document here so mata.relationship.medicalprovider.fax.name.street so now we are going to upload this once we upload it so how we upload it is you like we'll click on automation we'll click on document templates we'll click on templates we'll upload this document so i already had it i'm not going to re-upload it so now if you have to create document after this template so we'll click on a matter you will click on this sign here attachment sign you will click on document from template so the moment you go there it will ask you to select a template because i deleted everything for to to make it easier so dynamic merge field example i was selecting you see the moment i selected that that template it tells me map relation medical provider to a client so i will select like which child i want to create a document so i will say i want to create for a week sync so it's going to pull all the information from a mixing and we'll put it on on to the document now second is like i want to create like map relation child to a client so i want to create for angelina so now i will say create a document from a template so we'll click on this it will take few seconds you see it created this document i'm going to download this document and i'll show you like how it will compare now so if you see here so medical.provider.fax it has facts here date.text the date was applied september 11. it has a meek sync that was my medical provider's name then it has mata.client.name like whose client so you see i had like adult checkups so i was creating for adult jacobs and we had like his name his date of birth and now you see here like we have his because you like if i i will show you the gender of of a dog so we'll go to adult and we'll added this and we'll show it is the gender so this is female you see like it shows a male there right so the reason being you like you have to refresh it so whenever a document is created like you will refresh it either you can press f5 or you can refresh and like update field so by play updating the field it will show the the correct thing so this is the limitation of microsoft word like if you have like condition fields you have to refresh the document you can press f5 to do all of them or you can do select all and then you can update it so now you see like it shows it correctly now it shows as her so now we are going to change it to his again and i will show you like it will show his if we change the gender so see here like it shows angelina dolly it has my email address here because in the document what i have is i'm doing this here see user dot email the person who's logged in who is creating this document and user dot name so this is very useful these two things if you have like a lot of attorneys in your firm so they can create like the person who is creating it you're like it will show their name and if you don't want to show that you want to hard code it for example a paralegal normally creates that document so you can hardcore the name and then you can only use like you don't have to use these fields here and now we will use the same document we'll cancel it out we'll go back to dolphin jacobs and i'm going to create it for for different parameters now so i will say document from template i will select a template again i will say i want to start create for abby cartwright and i want to create for blake now so i will create a document from template so it will take few seconds to create we'll click here and download this now and you will see now the system created for for abby here so you don't have to create like much multiple custom fields to do these like in like another software so you can have like like a dynamic merge fields and then you can map the merge field with the contact you are selecting so this is your document automation we covered three things here so now we'll go to so this you know like we are just so we will do more webinars after this and we will like we will do a like a detailed discussion of like every part of this so today you know like we are just giving the overview of this so after this like we want to show you is intake forms so how you can create like a simple intake form so in lockers you will again click on automation you will click on intake forms so here you can build your intake forms you can use this for your contactors on your website you can embed these on your website you can share with your clients and you can add conditional logic on these intake forms as well and if you send it to your clients you know your clients can save the progress and then they can come back and they can start where they left so i will create something simple so i already have like a contact us here so we will create something simple like that i will click here i will say add new form so we'll say contact us so now we can add the multiple choice questions so we can have like we can select any question type so for this demo i will say single line text i will say first name [Music] i will add another question here i will say another single line text so i will say last name i would like add another single line text i will say email address [Music] and after this i will show you like how you can have conditional logic here okay so we'll say preferred contact method so we'll have like a multiple choice question and we'll say what is your preferred contact method so this can be your text message add option phone call and email this your simple contact us phone form here so we are going to save it and you can implement embed this form on your website as well and then you can link it with workflows and you can create leads or matters depending on it like how you want to do it so how you can embed this on your website so you will click on send here you can allow resubmission or you can skip it and then you will click on embed you will copy this code and you can like paste it on your website and this will show up like this so i will show you like how this will look so i will say iframe w3schools so we are going to put that there so we'll replace this iframe here so if you are not technical don't worry about it you can work with your with your web guy and they can do it you see the movement i did it it embedded that form here you can change the height of it you can let's say you know like we want with more we want 800 and we want height as as 900 so i'm going to make it run and you see like this is how it it is going to look on your website so you can embed this and then you can link this with your with your lockers so whenever that form is submitted it you will receive a notification here like a new intake form is submitted so this is simple form and after this like we'll create like a form which will have more conditional logic because i want to use this form on the closer i'm not going to add conditional logic on this so i will cancel it out or i will update it and and save it and sell it out i will create a new form so now new form is to like let's say like you are doing a family case i will say family case and you want again you will do the similar thing i will just say name here instead of multiple choices as a single line and are you married or not so our question would be now are you married or not so now depending on this answer unless you may want to do like you may want to ask different follow-up questions right so what we are going to do is we are going to add few pages here so first page we are going to add is we will say merit questions we'll add one more page here and this on this page will ask like questions which are for unmarried version or single questions so now let's add some questions here like your spouse name i'll keep it simple so i will say this is like a single line text and here you know i will say it's a single let's say is maybe girlfriend name [Music] are you looking to get married whatever you want to do so i will just leave it here i was a single line text so now we'll go back to yes and no we'll click here we'll say go to page based on answer so now we'll go to page 2 when it is yes like it's married we'll go to no like to the single page when they say no and after the marriage question you're like we want to skip and we don't want to go to the last or we want to submit the answer so let's add one more page here new page and let's drag and drop this thing to to the bottom here so okay so this will go to this and let's add one page here and say family information [Music] so now i will even show you like how you can skip this page extra page i have added either you can delete it or you can skip it how you want to do it so now you see like after the merit you're like i want to skip and i want to go to the last page and after a single question you like it will automatically go to this page and after page in family info i want to submit the answer so i will say submit answer so we created you like little sophisticated form here we are going to save it now and we'll view it now so this is how it looks so i'm going to put my answer i will say her simran [Music] married so the moment i will select married and do next it will show me merit questions if i do next it will take me to the last phase to submit if we go back if we do no it will take me to single questions if i do next it will again show me the final information now you can make the other things you can add here is you know like you can link these answers to the custom fields or to the matter fields so you can map them to the matter or to the contact or you can make these fields as required so for example we want to make these two required so now if we it we go back we refresh it you see like now both of them ratio required and if you don't answer it it will not show the next button and now the last part is like how you can make like if you send to your client like how they can save the progress because that is very important because a lot of you have like can have like a larger larger forms and these forms can you like can save you a lot of time because if you link them correctly and if you link them to to to the fields correctly or you create workflows on them this will save you a lot of time because if you currently you are sending pdfs to your clients you don't have to you can send them these you can add you can even add the fields which is which will allow them to upload the documents as well so you can add like upload document file upload your clients can upload documents and you will see you will get all the documents here we have a client portal as well but if you want to replace client portal with something which is straight and direct you can use this to for for that as well so there your clients can upload documents from here and you will save a lot of time other thing you can do is you can create these forms and if the client comes in at your office you can give them the ipad and you know like if you go to like if you go to hospital these days they give you ipad right and then you can add like all your information there so you can do the similar thing and it will save you time because like your client is going to enter all the information for you so now i'm going to send this because you want to test like how save progress will work so i'm going to cancel it out i will say send so now you have to link it to a client or a matter to have the save progress work so we are going to send it to a client and we can't right next i will copy this link you can email it here this email will go from your own email your client will never find out like system is sending you sending them so for the demo purpose i'm going to copy this link i will open one more browser i will open safari here and we'll enter this so this is how it's going to look to your client i will answer this version and i will say yes you see the save progress i'm going to do the same progress now and now i will go back i will go back to this browser to test it out i will open this link and you will see like it will open where we left so your client can do next and if you have larger forms you like because a lot of times like your clients they need a lot of information to fill these forms so they can always come back they can save the progress and they can start where they left so this is how your intake forms work now in the workflows so now i will show you how to link these intake forms with your workflows so we'll go to automation piece again we'll go to workflows so workflows are using workflows you can you can automate anything in your form it depends on like what you want to automate you can create your own notification system you can create tasks you can create follow-up system like interaction management where the system will automatically send emails or send text messages to your clients and you can even have a delay so we are working on a delay as well so we'll be able to add a delay you can add tasks here and you're like the task will automatically create is like it can have like a cascading effect as well like a one task can be linked to another task so only thing you have to do is you have to add some triggers so we will create a new workflow now we'll say like contact us [Music] the selected trigger your trigger can be anything your trigger can be like matter created matter updated matter moved your stage lead created lead updated lead move to a stage client created task rated intake form submitted and even the user activated so there are scenarios where you like you can't you know like like premeditate like you like that will happen right there are certain scenarios which are not very like not they don't happen like always so what you can do is for those scenarios you can create like a user activated like workflow so you will go to the matter and then you can apply that workflow manually so first example i want to show you is you see like we just created that form here contact us form our contactors form looks like this so we'll go to automation intake forms and i'll show you the contact us this one here contact us webinar so what we want to do is you like whenever they submit this first name and last name an email we want to create a lead and you can skip the lead you can directly create a matter you know like if you don't want to deal with the crm thing but if you want to create a lead if you want to create a crm and then you want to like you know track like how many leads came in like how many potential clients came in and how many were converted so it will show up like this like on the dashboard like you can track like how many leads came how many were converted what is your rate how much you are spending on those your leads look like this so for our example we are going to create a lead now from like whenever that form is submitted we'll create a lead so we'll go to automation now we'll say new we'll say new lead webinar [Music] the selected trigger our selected trigger would be intake form submitted now we'll select an intake form so now we have so contact us webinar and i think i didn't updated this so i have to update this and i will select again everything and take from submitted now you see like it shows me contact us webinar we'll rename it we'll name again lead [Music] will continue so the very first thing you want to do here is you may want to create a contact you may want to create a matter you may want to create a lead so depending on your scenario you can create any of these you just have to map them so for us i'm going to create a lead today i will say create lead i will do next so these are my fields which are on my lead like first name last name so what we want to do is you know like we want to map these form fields like first name last name from a form to my new lead form so i'm going to do is i'm going to click here i will say first name from a trigger again i will do the same step i will say last name from a trigger you can add email you can add addresses if you want we will not do that now you have to select a pipeline where you want to create it we want to create on a lead intake which stage you want to create so you can create on prospect you can create your own stages and then you can even map this to your like your custom fields so for the demo purposes we are not going to do that we you may want to select like who's originating attorney you can select it if you want so i will say continue plus new action so now you know like you may want to send a automated text message to your client right like we received the message from you and we'll select like you want to send to a client you can even send it to yourself that new lead is submitted and taken action so we'll save from we want to select your client so most of times whenever you select this you will select custom and you will select lead value from step two so we'll select this here if you so here we'll say dear we received [Music] a request and we will get back to you [Music] so you can write this here sorry for my spellings here and you can even customize this so by customization i mean you can add merge views here as well so you can click here you will say lead value you will say like dear first name and this so for example after this you may want to send you like a follow-up like in this in this text message you may want to send like a follow form to them like fill this form like after they they send this request to you you can do that as well so you will select here you will say i want to send an intake form to them so you will say create document create intake form matter id lead id and intake form so h1b checks list so now we can go here and we'll say please fill the form [Music] and here you will say generate intake form from link so this will create an intake form link and we'll send them like a text message for that you can do the same thing on the email as well you can even create a document automatically and embed that into the email i will show you that as well but before that i want to show you the logic okay so i'm going to copy this so here you can add a conditional logic you see like the question we had was preferred contact method so if client selects text you may want to send a text message to your client if they select a phone you may want your like employee your your staff to call them if they select email you may want to send an email to them so i'll show you like how you can do that how you can code it so here what you will do is you will click on this you will add one more logic here and you will say like i want to add a conditional logic logic condition you see i added a logic condition now so my logic condition would be so i will add condition for the first branch i will say preferred contact method when preferred contact metal is text i want to send them a text here when they select so for branch b for this branch branch b will add a condition here and we'll save when preferred contact method is email so we want to send an email here and because now we want to add one more branch because you know like we have like phone as well so we'll say add one more branch so system add you can add any number of branches the only thing you like you have to make it smaller or you like it will go it will have like a scroll bar here so now i will add one more i will add a condition i will say preferred contact method is phone so so now we'll do that so we'll go here we'll say like we want to create an email here send email and here we will create a task so we'll say task one we'll put a name here so we'll say call the client [Music] and you can set a due date of this for example you want this task to be done the same day or you may want to do it like one day after this was applied so i will say one day after the creation date done i will assign to one of my employees or i will assign directly so you can either customize it based on the originating it on your responsible attorney or referred by you can even send an email to referred by as well like the person would have heard it like if you want to send them like a like a thank you email we don't had it like in in this example but you can do that you can work on it assigned user you can do her sim and sing i will assign her simran i will add one more task here i will say i want to create another task follow-up task so i will say add task get documents so again do the same step lead value from a lead i will say get documents get documents would be like would be based on this task right if they are not able to call them they will not be able to do that right so the due date of this task changes like they are not able to reach out this will automatically change so we will put a due date of this and we'll make it on based on the first task like call the client so this will be only it will be three days after my first task so good thing about this and this thing is like what i'm doing here is i'm putting a task dependency so my task two is based on task one so if the due date of this changes it will automatically change so this is very helpful you like you can make it like you can have like for example a code date changes it can trigger all the tasks based on it so now i will assign a user again i will say her simran so this thing helps you with is you know like you can add any number of tasks you can do anything for example if you are on a litigation case i will show you like how you can do that so you can tell your teammates what they have to do on different phases of of a case so we are going to save this now on the send email you may want to send more information on email right you may want to put here and then you can add merge fields here you can say lead value name and then you can add data here and then restrict you can select like whose email should go like whose teammate for example if you have like a common email you can send it from your common email you can all these emails which will go out from the system will be like will go from your own email and you can add yours you know like you can add you know like at your signature and your client will never know you like these are coming from a from a bot you can select the recipients here so your recipient can be like a client will be a client in this case so this is how it's going to work you see like i have this head like attach document from a previous template previous step so what you can do is you can create a template for engagement letter and then you can attach that engagement letter on this email so i will do for for our demo purposes we don't have a we don't create the engagement letter so i'm going to say create a document i'm going to select the template which we created so i will say i want to use dynamic merge field template and now i will do is like i will say attach document from the previous template so document from step three so what i'm doing here is you know like you can create your document your engagement letters on the fly you can send it to client and attach it you can even attach your your invoices as well for example you're like if you charge the client for for a fee like for for initial consultation fee you can create invoice in this step so how you do it you will click here you will say create invoice you can create invoice and then you can link it here on the email as well as on the on the sms so you will say invoice here and i will go here please pay the invoice before our meeting [Music] system will automatically create the invoice for you here you will set like how you want to do it i think it was here so i didn't add it like flat fees because we are running out of time so you can add like how much you want to charge so normally you will do a flat fees you can add a description and a date and again date can be based on the the date which like on the on the trigger date so now you can embed this here so you will say like this and you can act like this so you will say generate intake from link now okay invoice data from here so you will say invoice link and you can even put the number invoice number here like this invoice number [Music] and you will say in large number so you can customize these emails you like so if you do this once you like it will automatically trigger when whenever that intake form is submitted you can create more for like more workflows like this more complex workflows i will show you few so open the ones which i already have so i'll go to automation and here you like i have a lot of intake forms i have complex intake forms like this so like a spouse so we get like a quick client information we get their information we get spouse information it will automatically create a related contact on a method we are asking how many children they have and based on their answer you like we are showing the information based on that intake forms you can like you can create workflows like these so for example i have this one here you see what i'm doing here i'm creating some tasks i'm creating some sms and creating a document i'm sending it to a client other ones i have is i will show you here i think this one so you see like i am creating a lot of tasks so how you will create these these workflows too right so we what we have is like we have like a kanban view so you can select i'm showing you a dark mode you can select like a dark mode or a light mode and you can create a pipeline of these tasks so off your mattress so pipeline view is like it gives you like a like a overview of all your matters especially with this kobe 19 thing you're like if you are working with a bigger team or you are working with associates the problem is like everyone is working from home you don't have a visibility of your cases you don't have a visibility of your offshore of the task so the pipeline view gives you that and it also gives you to automate your workflows so what you can do is whenever a case moves to bleeding and motions there are normally human like there are certain things you want to do in that normally you like your tasks are almost same your documents are almost same so you can automate it so what we are going to do is we are going to create uh you know we are going to create a workflow whenever a case goes to bleeding and motions so i will go back to my another account and we just have four minutes left before we take questions so i will go here go to automation i will say create new one so now we are going to select new matter move to a stage will select like which litigation pipeline and bleeding and motions so i will quickly show you like how this will work so we'll add the tasks you have to do we'll say task one and we'll say we'll add a due date here three days from today new action we'll say we want to create another task and now we are going to link task 1 with the task 2. so we'll say task 2 days after our task 1 and we'll assign to a person here originating attorney here i didn't selected it correctly so i'm going to select task 1 done and new action you may want to create an event like whenever like it goes to the next one next phase add an event so we'll say abc and we'll select matter id matter value from a trigger so this is a similar step if you want client and you want you want to add more participants here you can select alternating attorney select a date here so two days done and again two days done you can add start time or end time i'm not going to do it here the last thing you may want to send a text message you may want to send an email right so i'm going to send an email to show you guys from teammate from my i think my account here is i think this one has and i will say to client subject abc test here and we'll attach a document so we didn't had it so what we are going to say is like we want to create a document here okay so let's say we want to automatically create a document and we'll select matter id select document template new action so there's no new action we are here so we are going to use this document on step 6. so i think this should be good you can send a text message as well so i will say sample workflow so we are going to save it and let me check again i did it on litigation and pleading at motions so we'll go to our matter view so completing emotions is here litigation is here so i'm going to open this and see like if i have like correct information here i will see so it goes to this email here i don't know whose email is this so and so what we are going to do is we are going to drag and drop this and this is how it's going to look and see there are some tasks so i'm going to mark all those tasks as complete so now we don't have any task on the calendar we have one meeting but that's from the past and the document will show up here okay so now we'll go to matters we'll drag and drop this to the bleeding and motions give it a minute not a minute for like few seconds we'll open it up now and let's refresh it so you see like the system automatically generated this document for me dynamic merge fields 911 it's sent an email i will show you on my email like in the sent folder like it tried to send an email but the evil got bounced on the tasks it created those two tasks task one and task two and i'll show you like this magic here so if i change the due date of this one task one the due date of task will automatically change so i'll click here i will say i want it to be october 2nd so now i'm going to update it you see the moment i updated this it updated it automatically on the calendar you see it created this one here abc that's what we created i'll open my email and i will show you like how the email went out so we'll go back to info section and it shows the email here you see at the bottom it shows workflow what dear and outbound email so you know like the email went out i'll show you like this shows up in your email as well so i will go here on my email like on another screen and so you see like the system try to send an email to this email genus and so i just put it here and see this thing here so you remember like we attached the document there because there was no information here so it didn't added anything there but it created a document for me so if you have like right information you can use this to automatically create these documents embed these in the email and automatically send your client it depends on how you want to then do it it totally depends on you like how you create these workflows you can do almost everything and there are a lot of things which we are going to add in future we have a long list of these automation features from our clients and we are going to make it more robust it is very robust right now so you can you can create anything using these workflows so and it was you see like this email goes from your own email so if i go to my sent email it will show there as well i will show you that and your clients will never know you're like like a bot is sending these emails so now you see like i'm this is on i'm on sign folder and shows my in my sent folder as well i think we almost covered everything we are done like we are at 11 52 we have like a few minutes for question and answers and if i'm not able to answer anything today or if you like if you have more questions you can always reach out to sport at lockers you can directly reach me at heavier clockers a lot of you are already our clients so you know you're like you can reach out on the chat as well you can call us as well so i think now we are ready to take questions if you have any questions feel free to feel free to ask questions anyone so i think no questions right excuse me so uh there's one question uh so there are a lot of limitations and doing word on mark unfortunately where can lockers close up some of those gaps with documents okay a lot of limitation in doing word on mac yeah so there are you are correct so we can't do much there because you like so what i showed you is like is the functionality of mac of of a microsoft word and so we are so our document automation is built on microsoft words abilities so if there are certain features which are not on the mac or which are not like on a on on a google watch so we are we are limited by it yeah so we we can't do much there all right sir thank you i hope kimberly your question is answered uh so back to another question let me add one more thing to that and so on yeah so in future you like we are going to add so we are working on it like we are going to add a plug-in which will sit on your on your microsoft word and then you will be able to add like these it will make it easier you know right now you have to work with your with these your your conditional logics which are based on microsoft word and in future like we are going to launch a plugin which is going to do these for you so it may be able to help you because i don't know like what is your question what limitations you are having so it's a very vague thing so maybe after this call maybe you can send an email to me and we can discuss like what limitations are you talking about all right so thank you so there's one another question by uh kit compton uh so the question is is there a way to verify that a workflow is executing correctly before launching it before launching so you have to create like a sample matter so currently we don't have it but after you launch it you're like it will tell you i will show you like how you can go do it so you can click on automation here so you see the logs on the right top if you click on the logs it will show you like when this workflows have been implemented so today you see just i implemented one workflow and i have like something from past as well because i had a lot of workflows and i have deleted all of them so now they are showing likes as n a so we implemented sample workflow today right so it shows me like i implemented on mata abby cartwright and it created the task it created the task it created the email it created a document it sent an email so once you once you executed the system will tell you in the logs like what happened with the previous execution you can even click here like on the workflow itself again you can click on log and we'll show you the logs for for the workflow here again all right so so there's one another yeah yes i think i saw a question that's why sorry i interrupted you i think about the drip emails right it is from michael so mike united we are launching drip emails you know like you will see like in in few weeks so it can be like maybe by end of this month or maybe end of october so we have already implemented it we have already tested it it is only in the in the launch phase you know like once we like we do do everything so drip emails will be like will be very very powerful you will be able to select like when you want to send it and you will also be able to select like what time difference you want to send like two days three days or you will be able to select like you want to send it like on friday you want to send on on thursday and it will not only work with emails it will work with the whole workflow so you can create tasks after that you can create documents after it so you will be able to do everything with that here there is a question could you please provide sources for workflow ideas getting started is hard i know it's hard so so you can work with me you know like so less so next week i think i'm planning to do a work like only on the workflows like how to how to create workflows for different so we have a plan here like we are going to have like sample workflows so we are working on that so we are going to launch that pretty soon but it will take few months so we are going to launch like sample workflows for each practice area so that's something we are working on but you can work with me and we can create a workflow for you like a sample workflow and then you can you can you know like you can you can copy them and you can work you can make more of them but end of day workflow is something which is your workflow like how your practice works and how you want your practice to work like in future so we can help you to create something simple we are going to create some more samples in it but end of day you know like workflows is your baby so and it is something like how you work how you think and how you code it we can create those for you if you want if you can send us the steps what you wanted and we can help you create as well as always like we do like unlimited training so feel free to reach out we can do more training we can do one-on-one training for for the workflows as well else sahil do we have more questions no sir no more questions okay so guys you like thank you very much for your support and you know like we are going to do more more more webinars and you're like we so this webinar you're like we touched a lot of topics they were huge topics we wanted to see the response and moving forward you know like we are going to do like smaller topics like only on conditional statements only on the workflows only on the conditional statements in in the intake forms or on the on the pipelines or on the crm so every week we are going to try to do like one webinar like every week and so and send me if you have like ideas about webinars what you want to see what problem you are having in automating your practice and we are going to we are going to cover those yeah thank you very much guys you know like i think we will close the session now we are going to do we have already recorded this so we are going to share this with you as well thank you very much [Music]