Conquering your inbox
Learn some email-management tips to help you spend less time working from your inbox and more time adding value to clients.
Ensure you've got the detail you need to get everything done. Take an in-depth look at some proven best practices for using tasks.
Learn checklist best practices to ensure your team's checklists are understandable, actionable, effective and quick to execute.
Learn workflow management best practices to ensure every step in a process is completed on target and on time, with no confusion.
Roles and responsibilities
Everyone in your team must be aware of what they're responsible for, and how it fits amongst the bigger picture of your firm. Find out some useful tips to enable this.
With multiple team members collaborating with one client or on one work item, knowing who is responsible for what is critical. Learn advanced steps that will eliminate any confusion.