PracticePanther - How it Works (2021)

Brian Gomez, Account Executive at PracticePanther, presents to Bob Ambrogi

In This Video:

00:00 - Introduction

01:30 - Using Intake Forms to Generate Contacts

06:47 - Workflow Automations

11:09 - Building Document Templates

15:12 - Adding eSignatures to Document Templates

15:42 - Taking Payments Internally