Join us for this webinar for an introduction to practice management and workflow using cloud-based systems. Laura Redmond will walk you through how to design a practice management system that allows you to manage and track deadlines, staff and client communications, resources, and documents. The webinar will provide a path to systemizing your firm’s workflow in order to allow firm principals to be able to step back from day to day work and be able to manage their firm on a higher level.

Learning Objectives:

• Identify uses of technology to improve external and internal communications


• Define how to organize staff task management systems and task resources for supporting the task completion


• Analyze and allocate practice resources


• Recognize the need to be deliberate about selecting systems to integrate