Alt Legal’s webinar series is designed to help customers make the most of the platform’s evolving capabilities. In this installment, Sophia Ottinger (VP of Customer Support and Product Manager) will introduce newly released and upcoming features, offering practical guidance for streamlining your trademark workflow. Satori Stockpyle (Trademark & Support Specialist) will then share best practices for generating customized reports, including how to use filters, the quick search bar, and the matter subtype field. She'll guide attendees through hypothetical scenarios like renewing marks, meeting client deadlines, and updating addresses. Attendees will learn actionable strategies for saving and optimizing reports. In particular, they will discuss:
* Using filters effectively to refine your data
* Taking advantage of the quick search bar to locate matters swiftly
* Distinguishing among various matter dates and understanding their significance
* Leveraging the matter subtype field for precise record-keeping
* Saving and sharing custom reports for efficient team collaboration
Everyone who’s registered for this webinar will receive an email with a link to the recording.
