If you are like most firms, staff experience frequent breaks in workflow due to not having all the documents you need from clients. We’ve created this webinar to help you optimize your process so that clients respond quickly.
Join Lynda Artesani for a practical webinar designed to help you:
• Evaluate your current methods of requesting documents from clients
• Understand the role that technology plays in client response times.
• Learn key tips to help clients send you what you need, on the first request