Basic Design Studio

Hands-On Virtual Master Class for Expert

Take your skills further with Basic Design Studio, a focused, instructor-led Master Class built to help you move from knowledge to action. This live virtual session gives you a guided experience in a simulated environment—so you can apply what you learn right away.

In this session, you’ll:

• Customize Smartforms to match your firm’s forms and workflows
• Create and manage business rules to support billing validation
• Configure dashboards and inquiries to surface the data your team needs
• Package and deploy customizations across your firm

With hands-on labs and real-time support, you’ll walk away with practical skills that simplify your work and deliver measurable results at your firm.

Recommended Experience
A strong understanding of Expert applications, comfort navigating core functionality, and some programming experience will ensure you’re ready to dive in.