Blog

New Itemized Invoicing!

Practice Area Automations–Checklist Templates, No Case Change, Treatment Reminders.

Alicia Delamere (NC) and Frank Burns (ATL) join Chris Hethcox and discuss the importance of keeping clients happy and how Google reviews can increase your bottom line.

Leah Maggin (Product Manager) & Chris Hethcox (Account Manager) deep dive into Checklist Templates & Practice Area Automations.

Once a month we highlight a feature or aspect of Case Status you might want to learn more about! Head inside to learn about how you can configure your columns on the main case page, speeding up your day to day by customizing your view!

More integrations, more features, and saving you more time than ever! Take a look at the sneak peek for this month!

Setting expectations for your clients from the start sets the tone for their case and reduces ambiguity.

By simply building a new client packet equipped with everything clients need for the lifecycle of a case, shows that you are professional, experienced, organized and subconsciously puts clients at ease knowing you pay attention to every detail.