Flujo de trabajo de colaboración entre personal y clientes

Content in this topic requires Caseware PBC Requests.

The following diagram describes the workflow for staff-client interaction in PBC Requests.

Staff-Contact collaboration

To learn more, see:

  1. Enviar la consulta a los contactos

  2. Clients respond to the query

  3. Review progress and responses

  4. Collaborate with clients

  5. Volver a abrir una consulta

  6. Completar una consulta