DBC Generic Workflow
Looking for a cost-effective simple, workflow with bells & whistles?
This workflow can be installed multiple times and re-named for your practice areas.
This workflow will get your staff using some great features of Actionstep right away. At a later time, if you decide to upgrade to a more complex DBC Practice-Area Workflow, the DBC- Generic workflow will easily translate into any of the DBC designed workflow set.
Steps track engagement, work in progress, inactive client status and final payment pending status. Descriptions on the steps and step changes prompt user with instructions.
Scheduling and tracking for up to 3 office appointments and up to 3 phone call appointments
Email templates for appointment confirmations and appointment reminders
A model set of document templates
ROI Report for Referral Sources
The workflow can be customized with tasks by practice area.
Use the contact form for more information and pricing.