Live Event

Getting Started with Trustworthy

Date:

Time:

9 am PT / 12 pm ET

It starts with one document.

Join a live session to see how a single document becomes organized, connected, and ready when you need it.

We’ll also explore the newest improvements to the Trustworthy experience, including easier ways to review and manage your documents and new ways Chat can help better understand and use your information

About the event

If you’re not quite sure where to begin, you’re not alone.

In this live session, we’ll walk through Trustworthy with you in real time so you can see how a single document becomes organized, connected, and ready when you need it. 

Along the way, you'll see the latest improvements to the Trustworthy experience, including the new Inbox, the enhanced Files experience, and new ways Trustworthy Chat can help answer questions, surface insights, and take action using your own information.

You can ask questions along the way, or simply follow along.

What you’ll learn

You'll see how to:

  • Add your first document in seconds

  • Review and organize new documents with the Trustworthy Inbox

  • See how Trustworthy automatically extracts key details, creates summaries, and organizes your information

  • Connect related people, accounts, properties, policies, and documents across your household

  • Stay ahead of important dates with reminders 

  • Find and manage documents more easily with the enhanced Files experience

  • Use Trustworthy Chat to ask questions, generate reports, summarize documents, and get answers based on your own information

Who should attend

  • New members who want a clear starting point

  • Anyone who prefers to see how it works before diving in

  • Members who’ve added a few things and want to get more out of their information

  • Members curious about the latest improvements to the Trustworthy experience

Not sure you can attend? RSVP and you’ll receive an email with the event recording.

If you're unable to attend, register and we'll send you a recording of the webinar via email.