24 Tips to Get Organized in January: Tip #21, Use Client Codes
Tip #21: Use Client Codes
In our office, we assign each client or customer a number. Sometimes, it’s just a regular number, like 156 – sometimes, there’s a trailing number as well like 156.01. There is a method to our madness.
But what are the perks exactly?
For one, I don’t always do my own filing. In the beginning of my practice, I spent a lot of time going through piles of papers where it was not clear to the person who was doing the filing where the papers actually belonged. This was especially confusing if there were …read more
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