Customer Story: Actionstep is at the core of what we do
Summary
Here’s how they did it: “Part of our succession planning was to have a practice management system that allowed me to be organized and efficient and deliver great services to clients, so that it increased the value in the sale of my business” Amelia Crotwell, JD, Founder & Owner of Elder Law of East Tennessee. By customizing and building detailed workflows into their PMS, everyone on the Elder Law of East Tennessee team knew what stage each case was on, what needed to happen next and who should be doing it. Malinda Joshi, Practice Manager at Elder Law of East Tennessee, attributes their ability to consistently function at such a high level of service to Actionstep. Their success is down to the team, the demand for their services and the excellent client experiences they deliver, however, they believe that kind of growth would not have been sustainable or manageable without using Actionstep and the customised workflows in the system. It let me build a successful business that someone else wanted to buy.” Amelia Crotwell, JD, Founder & Owner of Elder Law of East Tennessee If you would like to find out more about the practice workflows mentioned in this customer story, visit our marketplace for a full overview of what it includes.
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