Operations
Client registration facilitates the seamless registration of new clients in our system and enhance your ability to track and manage client information effec...
Tue, 2 Jul, 2024 at 11:16 AM
Opening a file for a client is important because it ensures organized, personalized and compliant service delivery, which varies depending on the services o...
Mon, 22 Jul, 2024 at 4:28 PM
Capturing progresses and bring ups for your clients is important for maintaining transparency, ensuring timely updates, and addressing issues promptly. It h...
Mon, 22 Jul, 2024 at 4:36 PM
Archived Files This helps the file management process by boxing closed or dormant files, so as to focus on active files. You are able to view files in diff...
Tue, 2 Jul, 2024 at 11:24 AM
Time Tracking is a tool that enables users to record time for both working with client matter and time spent working on an office task and thus keep track o...
Tue, 2 Jul, 2024 at 11:26 AM
Time tracking comes with various reports These reports provide detailed insights into how time is being spent on various tasks handled with different indiv...
Tue, 2 Jul, 2024 at 11:26 AM
Instructions: This section contains all the file instructions registered in the system. We have clerical and they gives directions on what should be done ...
Wed, 24 Jul, 2024 at 4:17 PM
Office Instructions serves in managing and processing various requisitions within the office. They also follow a specific workflow for them to be processed....
Wed, 24 Jul, 2024 at 4:18 PM
Steps to view the instruction reports: 1. Log into StartAZ.io 2. Navigate to the "Operations" module and select the "Instruction" l...
Tue, 2 Jul, 2024 at 11:28 AM
File status reports typically provide a comprehensive overview of the current state of files. Each type of report is tailored to the specific needs of the f...
Tue, 2 Jul, 2024 at 11:29 AM