Keeping Data on your Practice is Crucial for Growth
Technology is key for your firm to be able to scale. How do you plan to grow your practice if you do not know where every dollar goes and where every client comes from? Having dashboards in place to keep track of EVERYTHING that happens at your firm is very important.
By doing this you will find out many things about your own firm that you did not even know. For example, ‘Becky’ may be better at setting appointments then ‘Carl’ so, Becky should probably have that role set to her. You may find Carl is really good following up with clients to get their documents turned in. This is just one small example of how your firm could become more efficient using data. I know what data needs to be kept and how to set that up for your practice. Trust me, it will not be easy to grow without DATA!
Feel Free to comment any questions and we will be glad to answer ASAP!
