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Describes the process of managing your relationships with clients using the Practice CS Client Management add-on module, which enables you to track interactions with clients and contacts, analyze why your firm wins and loses clients, and synchronize contacts between Practice CS and Microsoft Outlook.
Provides an understanding of the project management workflow in Practice CS and describes how to create project and task templates, use notifications to track projects, use the dashboards to manage project information, update project information during time entry, and analyze projects using Practice CS reports.