client-onboarding-101 
The Process Street
DECEMBER 20, 2021
Adam Schweickert at Wetmore Consulting Group uses Process Street to help their clients document, improve, and automate their processes. Out of Wetmore Consulting Group, we’ve built a company that now focuses solely on identifying, documenting, and then building our clients processes within Process Street. That’s what we do.
The Process Street
OCTOBER 1, 2021
Client Onboarding 101 with Adam Schweickert of Wetmore Consulting Group. Favorite quote: “Spend a lot of time thinking about what your company’s onboarding process looks like. Client Onboarding 101 with Adam Schweickert of Wetmore Consulting Group.
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Knackly
DECEMBER 14, 2023
Referred to as “document assembly,” document automation involves gathering information from clients and incorporating it into documents with minimal duplication or repetition. The latest software solutions go a step further by allowing clients to input information directly through a secure link, further maximizing time savings.
MyCase
JANUARY 12, 2022
An advanced legal case management software can change the way you serve your clients and simultaneously solve all your client communication issues. communication features such as secure client portals, built-in texting, integrated email, and real-time chat. Client intake and lead management. rules-based calendaring.
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