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SurePoint Finance Core Calendaring: From Scheduling to Matter Management

Join us for an overview of the Calendaring module in Finance Core and learn how to manage meetings, tasks, deadlines, and matter-related activities from a centralized location while maintaining seamless Microsoft Outlook integration.

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What You Will Learn

  • Calendaring setup and configuration
  • Outlook synchronization options
  • Creating and managing meetings, tasks, and recurring events
  • Linking calendar activities to clients and matters
  • Reminders, notifications, and attendee management
  • Time entry creation from calendar events
  • Workflow integration and deadline tracking
  • Calendar Management and Attorney Workplace views

Who Should Attend

SurePoint Finance Core customers

Speaker

Kelly Buroughs, Senior Customer Training Specialist

Announcing New Integrations with SurePoint Pro

Lawmatics and LawToolBox integrations extend automation across intake, calendaring, and matters.

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