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Standardize and Easily Store All Case Communications

With GrowPath’s Notes, everything you want to track is in one location, from records requests to incoming calls, emails, and texts. And from that one central location, you can manage your communications, like tagging a staff member on an outstanding task. Want to ensure staff are gathering all necessary information from clients? Store and share templates to optimize communications. To learn more about how GrowPath and Notes can help you boost your firm’s revenue, visit here.

August 24, 2022