As SmartSimple continues our travels across the country, we headed south last week to the beautiful city of San Francisco to meet with some of our west coast clients. “Having the opportunity to not only meet with our clients, but visit their communities gives us a different perspective,” says Claudine Ting, Marketing Specialist, Client Success.
Our host for the day was our very first Interest on Lawyers Trust Accounts (IOLTA) client, The State Bar of California. “We created IOLTA360° to make the tracking and disbursement of legal aid funding easier for bar associations,” continues Claudine. “And this Block Party was a great opportunity for our clients to see the SmartSimple platform in action in a new way.”
The State Bar of California did a fantastic job of showing how they use their SmartSimple system to provide fair, equal opportunity for every Californian to access legal services. Block Party attendees found the presentation engaging. “Presentations of client systems are always very popular at our events. Everyone is interested in seeing how different organizations manage their processes using SmartSimple.”
Other presentations included a review of the May Upgrade, how to identify performance issues and opportunities to expand functionality, and a best practice exchange workshop. As always, there was plenty of time for networking with peers and our SmartSimple experts.
Our next Block Party will take place in Chicago on Thursday, June 7. Our hosts for June are our friends at Crown Family Philanthropies, a foundation that has been providing grants to the Chicago community for well over 60 years. Our guest presenters will be from the Clara Abbott Foundation,. This foundation provides scholarships for employees of their global company who are in need of financial assistance to attend college or university.
Visit the SmartSimple website to reserve your spot at the Chicago Block Party, and check our events page to see where else we will be visiting this summer and fall, including our Elevate 2018 Conference taking place in Nashville. We hope to see you soon!