keep track of client documents without drowning in them.
by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor
question: we are in an era of paperless procedures and files, but many times clients send in paper documents, cds or stick drives, besides emailing their information or using our portal.
more practice doctor q&a: do you want to keep this employee? | not the mp, still a ‘managing’ partner | checklist for running a practice | hate meeting people? try improv (no joke) | help clients, increase revenue: make sure everyone on staff knows your firm’s full menu of services | how to sell your practice
how can this be handled? we seem to always be tripping on the information.
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