In Your Reams: #11

In Your Reams: #11

(Legally) flawless13 reasons 11

 

Sound over the top? Then why do you have a 200-word size 8 print disclaimer at the end of your email signature?

 

The ability to save and easily store communications with clients is a dangerously overlooked aspect of the life of a firm. If you’re still using letters, we know how easily these paper files can be misplaced or destroyed. If you’ve managed to somewhat keep up with technology in the last ten years, you’re probably emailing with clients. But where do all these emails go? Are they caught in individual employees’ inboxes under a filing structure even they probably don’t fully understand?

 

This isn’t just a pain and a timewaster when you need to know what has been said to a client – sometimes it could mean thousands of dollars for your firm. Business Fitness has witnessed several firms in serious legal troubles that can’t be resolved because of lost email communications with clients.

 

Luckily, decent document management systems take care of this for you. They’ll prompt you to save an email (centrally, in the system) as soon as you send it or click delete. The entire process should take less than five seconds, and your exchanges with clients are recorded forever. Job done.

 

 

Join the #paperless convo with @businessfitness or head to businessfitness.net to find out more.

Written by HowNowHQ View all posts by this author →

HowNow is the leading email and workflow management software for accountants across Australia - and now we're available worldwide! Our new cloud software creates a frictionless end-to-end workspace for ultimate client service. We’re not just leaders of smooth business – we’re leaders of the future.

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