Phase I: Multi-Office Firms
- Enhancement Feature Details & User Benefits
- This document provides a summary of the feature details and user benefits associated with the new firm structure in Collaborati.
- Firm Structure Webinar #1 Recording and Q&A
- This page contains the recording of the Firm Structure Webinar as well as a detailed list of all questions and answers that were addressed during the session.
- Firm Structure Webinar #2 Recording and Q&A
- This page contains the recording of the Firm Structure Webinar as well as a detailed list of all questions and answers that were addressed during the session.
- Multi Office Firms - Firm Structure Video
- This video provides an overview of the updated firm structure and how it will impact multi office firms.
- Multi Office Firms - New Firm Structure FAQ
- This document answers frequently asked questions relating to the new firm structure, specifically for multi office firms.
- Multi Office Firm Structure Update - Email Notification
- This is a copy of the email notification that was sent to all multi office firms that will be impacted by the firm structure update. You can find links to all supporting information in this document.