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Practice Management Takeover with Kate Guillen
Learn best practices for creating a repeatable task management system.

During this webinar you will learn:

The value of utilizing Redtail as the centralized hub for managing tasks
How to create a system for managing client and firm related responsibilities
How to eliminate dropped balls
The benefit of implementing templates to standardize the creation of activities
The best practice for communicating with your team using activities
How to measure productivity and your team’s bandwidth

Sep 6, 2022 10:00 AM in Pacific Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Redtail Training.