In this video we cover the features of your workflow dashboard and how they can help you get visibility into your firm’s workflow & hit your deadlines.
Task View Overview
In this video, we cover the features of your task view in projects and how they can help you streamline your process & keep track of client work.
Workflow Templates Overview
In this video, we cover how you can use workflow tempaltes to streamline your process and maintain quality as your team grows.
Client CRM Overview
In this video, we cover the features of the client CRM and how it can help you track your client activities and identify your most profitable clients.
Client Profile Overview
In this video, we talk about the features in the Client Profile page and how it allows you to store all your client information in one place so it’s always easy to find.