The Hidden Cost of Manual Processes
Manual tasks seem free because there is no invoice attached. But the hours add up, errors creep in, and your best people spend time on work that does not need human judgement.
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Thoughts & writing
How to Stop Chasing Clients for Documents
Tired of sending reminder after reminder for the same documents? Here is how to reduce the chase and get clients to send what you need, when you need it.
Read moreManaging Deadlines Across Multiple Clients Without Losing Track
When you have hundreds of clients with overlapping deadlines, things slip through the cracks. Here is how firms get visibility without drowning in spreadsheets.
Read moreHow to See Staff Workload and Capacity at a Glance
Some team members are overwhelmed while others have spare capacity, but you can't see it until something goes wrong. Here is how to get real visibility.
Read moreReducing Errors in Repetitive Data Entry
Copying information between systems is tedious and error-prone. Typos cause problems downstream. Here is how to reduce manual data entry and the mistakes that come with it.
Read moreGetting Practice Management Software to Actually Work for You
You paid for practice management software but half the features go unused and workarounds have crept back in. Here is how to get more value from what you already have.
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