Without a streamlined system for client intake, document sharing, collaboration, and workflow management, you're likely drowning in a sea of paperwork, struggling to keep track of client communications, and wasting precious time on repetitive tasks. The absence of an integrated solution can lead to missed deadlines, lost documents, and frustrated clients.
Imagine a world where your practice runs like a well-oiled machine. Picture yourself walking into your office, coffee in hand, and effortlessly accessing all your client information with a single click.
No more shuffling through stacks of papers or searching through endless email threads. Instead, client and team communications are all in one place. Everything is easy to find.
Here's what you get with our SuiteDash Setup Accelerator:
Clients are able to see updates regarding their Projects, securely share important documents, and communicate with you in one central location instead of always having to resort to emails, where things are easily misplaced.
We customize SuiteDash to help you capture information about projects, clients, payments, planning and more. All in a framework that lets you stay personal with your clients.
*Some Automation and customization features require SuiteDash's Pinnacle Plan.
Getting your clients entered into your SuiteDash system is key to managing their experience.
Throughout the onboarding process, our framework allows you to keep that personal touch with your clients.
We setup SuiteDash to use your branding so your clients have a consistent experience that matches your company identity.
After hand-off, we continue to check-in with you and your team to make sure you're hitting the ground running.