Practice Management Takeover with Kate Guillen - Creating a repeatable task management system [40:03]


During this video 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

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