How to use activity logs as audit trails.
How to for add a new entity under a client that was already added.
How to add a new owner or spouse to an entity.
How to complete a questionnaire on behalf of your client on a desktop computer.
How to customize questionnaire templates for clients.
How to set, modify, and remove due dates for questionnaires & follow-up tasks for clients.
How to message clients directly through Soraban.
How to send a filing organizer & a useful checklist before you do so.
How to schedule and send templates.
How to use our document storage features.
How to use set clients to 'inactive.'
How to enable password-free sign-in for clients.
How to use client tags.
How to integrate your Outlook email or Gmail in Soraban.
How to change your email notification cadence.
How to turn on Out of Office feature.
How to implement Firm Groups for your firm.
Hw to use the internal notes feature.
How to batch send emails to clients through Soraban.
How to customize your Overview page.
How to change the Primary Contact of an entity.
How to use our Suggested Task feature to streamline your workflow.