If your team is not accustomed to remote working, you may have concerns around the operational effectiveness of both your team and processes. Using the workflow system available to you in Wolters Kluwer's CCH Central suite will enable you to continue to manage your practice remotely, ensuring that your team can keep up with work in a unified way.
For best practice tips and tricks about how to use workflow templates, and to learn how to guide your staff through the tasks they need to perform so that everyone in the practice follows the same procedures every time, watch our webinar with Michael Fox and Nick Moss.
During this webinar our experts will show you how to use Workflows to:
set out steps and allocating tasks to the right person
guide your staff through job based tasks that they need to perform
automating compliance based tasks
control the movement of letters and documents through your practice