Tech Tip #64 – Use a Client Portal To Improve Communication For Your Firm

Trust Accounting

In the digital world, there are many ways to communicate with your firm’s clients. Think emails, text messages, and the good ol’ fashioned phone call. The problem is with so many different ways to communicate with clients, keeping a record & organizing all of the information that comes from these communications can be a challenge. Use a client portal to tie all of your communication to the legal matter they are associated with.

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