DBC Generic Workflow

Looking for a cost-effective simple, workflow with bells & whistles?

DBC Generic Workflow

Looking for a cost-effective simple, workflow with bells & whistles?

This workflow can be installed multiple times and re-named for your practice areas.

Your staff will start using some great features of Actionstep right away. At a later time, if you decide to upgrade to a more complex DBC Practice-Area Workflow, the DBC- Generic workflow will easily translate into any of the DBC designed workflow set.

Steps track engagement, work in progress, inactive client status and final payment pending status. Descriptions on the steps and step changes prompt user with instructions.

Scheduling and tracking for up to 3 office appointments and up to 3 phone call appointments

Email templates for appointment confirmations and appointment reminders

A model set of document templates

ROI Report for Referral Sources

The workflow can be customized with tasks by practice area.

Disclaimer
The system additions, workflows, and/or document templates contained in this add-on are included as examples only, and you are solely responsible for configuring the system to meet your needs and to comply with local regulatory requirements. We update and maintain this add-on as per our third-party liaison recommendations, but cannot guarantee the contents will always remain up-to-date for your region. Actionstep and other providers will not be liable under the law of tort, contract or otherwise for any loss of profits or any indirect or consequential loss or damage, however caused, arising out of, or in connection with, the use of this add-on.
Install
Price Flat fee install and training plus a license fee of $1 per user per month.
Author DBC Partners
Contact

dbc-partners.com/contact