Posts made by WhitneyH9689

Hi! looking for best practices in a few areas of AppColl.

How do you all handle follow ups? we are hoping to automate part of this process. But I am curious as to how other firms handle this within AppColl. Our docket templates previously would have follow up tasks auto populate with deadlines. So it makes me nervous to have NOTHING Are. you using the reminder option to send to your own email as a reminder to follow up with someone? are you sending auto emails on certain intervals? are you just looking at the task tab and only following up with clients that have deadlines within a certain time frame?

Hi! I am new to AppColl and I am interested in advice on 'best practices' in a few areas. I'll post them as separate topics.
We are used to having 2-month, 1-month, 2-week, and 1-week reminders for hard deadlines on our docket. We use this is a means to check in on the matter to make sure things are moving along or that we’ve gotten ahold of the client etc. Do other firms do this? Or are you just looking at the the tasks tab in date order and just check deadlines coming up within a certain time frame? I like the color code option and the fact that we can run reports for deadlines in certain time frames, but I am curious how other firms handle this. It makes me extremely uncomfortable to not have any sort of reminder or 'check' on the matter to make sure things are moving along.