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2015-03-12
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2015-11-06
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2022-02-02
What do you like best?
Being able to bill my clients in a timely manner
What do you dislike?
The fact that you cannot delete entries all at once
Recommendations to others considering the product:
It's a great program to use when your clients need to be billed on 1 500 claim form
What problems are you solving with the product? What benefits have you realized?
Being able to bill my clients
2021-02-16
This app is not flooded with ads and/or private tools as far as I could check
I just needed to merge stuff and this website (didn't know it, it just popped after a simple search) showed me tutorials for all the tools they have to make my documents complete and personalized as needed. I am here because we live in an era where an app that does not flood you with advertisement and charge your for each tool available calling some of them 'premium' or 'plus' or 'pro max' is RARE. I want to be explicitly thankful about this. Useful for the purpose of being useful. Didn't believe stuff like this existed anymore.
2025-04-11
Rename New Client Onboarding Checklist Feature
The Rename New Client Onboarding Checklist feature streamlines the process of welcoming new clients. It allows you to customize your onboarding experience, ensuring that you meet the specific needs of each client while keeping everything organized.
Key Features
Easily rename checklists to reflect your unique client needs
Customizable task lists for a tailored onboarding process
User-friendly interface for quick updates
Track progress with clear completion indicators
Integrate seamlessly with existing CRM systems
Potential Use Cases and Benefits
Adapt onboarding tasks based on client industry or preferences
Enhance client satisfaction by personalizing their experience
Increase efficiency by reducing onboarding time
Strengthen client relationships through organized communication
Simplify team collaboration with clear accountability
This feature solves your onboarding challenges by giving you the tools to personalize each client's experience. By renaming and customizing checklists, you can provide clarity and structure, ensuring no detail is overlooked. With a well-organized onboarding process, you'll foster a positive start to your client relationships, setting the stage for long-term success.
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