NEW: "Unified" Forms. For administrators who want forms accessible to team members across Casebook, we've got you covered!
Visit the newly centralized Forms section in Admin, conveniently located under Global. Tailor your questions to perfection, and watch as your form effortlessly integrates across all platforms. It's the ultimate tool for seamless form creation within Casebook! 🌟
Create Forms Anywhere: Craft customizable forms effortlessly for client data, service details, and more, anywhere you need.
Streamlined Workflow: Streamline your workflow with Unified Forms, eliminating the need to create forms separately for each business application.
Consistency Across the Board: With Unified Forms, ensure consistent and accessible information in Casebook, eliminating form-related headaches and data integrity issues.
Sign up for a free Casebook Training. 💻We offer different Casebook trainings every month. Send your new hires and anyone who wants a refresher course. Check out our calendar and register by clicking the links to the classes listed below! ⬇️
