Video of the Month: Email Statements Overview

April 2023    Tags: , , , ,

As more law firms switch to paperless environments, emailing statements can be a great solution for reducing your office paper needs while adding convenience for your clients!

The Email Statements Overview video walks you through the process of setting up email templates, changing statement delivery options for your clients, and reviewing emails before they are sent. If you use Tabs3Pay, you can also see how to include payment and trust request links in your emails, which makes it easy for your clients to pay.

Watch this four-minute video here:

Training Videos can be accessed at You can also access the videos in the Quick Launch by searching for and selecting “Training Videos.”

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