Curious to connect with someone who has rolled out Responsive at their law firm.

Sara Habibovic

I was wondering if anyone who works in legal marketing has any best practices and suggestions on how newer users could set themselves up for success (content library and templates) when exporting projects. Would love to chat about what has worked for your teams, how your export your proposal/pitch projects and what manual work you do post export before sending to a lawyer for review. Happy to connect to talk through more specifics.

support

Hi @Sara Habibovic — Welcome to the Community!

I highly recommend all new users leverage our Content Management and Project Management Foundations Courses in Responsive Academy. It's a great place to get started, and from there you can access all of the other excellent content that's stored there, and even register for our live training events.

This is also a great opportunity to reach out to your CSM, who can help provide further guidance. If you're not sure who that is then please reach out to Customersuccess@rfpio.com and I can connect you.

-Al