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In the second part of this blog post, we’re continuing our look at the file noting process and how it may be reconsidered. The first part, which focused on trying to be smarter with our process is …
Continue Reading about Rethinking the not so humble file note – Part 2 →
In this two-part post, we’re going to look at the not so humble file note and some ways we can enhance record keeping when it comes to client meetings/conversations. The file note, by virtue of its …
Continue Reading about Rethinking the not so humble file note – Part 1 →
