With the use of Actionstep, we help you tracks the process, set tasks for dates and client follow-ups when helping your client fund their trust.
Actionstep allows you to reinvent your firm. We can help you develop a strategic and well-thought-out process that will help you increase capacity within your firm. Then...we can implement that process into Actionstep and let Actionstep do the work for you. Instead of spending seven minutes preparing a routine letter to a client, you can decrease that time to about 30 seconds. Check out this post to read more about that.
Do you find your intake process tedious? Let us show you how to streamline that for the highest efficiency. You can do this with Actionstep!
We always hear, "Generating documents in Actionstep cannot be as simple as you are saying...there's always a catch." It really IS that easy. We wanted to show that to you in a video.
Let us take work off you. We will call the client with a courtesy reminder of their appointment tomorrow, send them their confirmation and follow-up letters, send customized emails that are approved by you!