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Spotlight On: Standardizing Your Firm’s Processes

$47.00

Category:

Description

 

CONTENTS:

MANAGING THE OFFICE
Ask the Expert: How to name documents in a document management system

OFFICE PROCEDURES
Use a standard calendar entry format firm-wide

AUTOMATING PROCEDURES
Why you should consider automating your client screening process

CLIENT RELATIONS
Improve your client relationships with these 4 unbendable telephone rules

Model TOOL
A firm-wide style sheet

Downloadable Printable PDF Booklet – 10 pages.


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