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Automating repetitive processes is one of the easiest ways to improve productivity and free your team up to focus on activities that are more engaging and that clients value (and maybe knock off a little early in the process!). With no shortage of opportunities to...read more
3 tips to make the most of your client engagement letters (and how to completely automate the process)
When was the last time you stepped back and looked at how your practice proposes to or re-engages with new and current clients? What documents are your team generating, how long does it take, and, seeing as you have your client’s attention - is there anything else you...read more