Staff-client interaction workflow

Content in this topic requires Caseware PBC Requests.

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

Staff-Contact collaboration

Weitere Informationen finden Sie in:

  1. Die Abfrage an Kunden senden

  2. Clients respond to the query

  3. Review progress and responses

  4. Zusammenarbeit mit Kunden

  5. Reopen the query

  6. Complete the query