LEGAL & ACCOUNTING FIRM SOLUTIONS

Is there room to improve:

- Delayed follow-ups on missed calls?

- Clients missing document deadlines?

- Inconsistent communication during case/account progress?

Introducing Streamcore ClientKeep™

“ClientKeep ensures no call, case, or client slips through the cracks

-even when you're out of the office.”

* Missed Call Auto-Replies with Firm Info

* Document Request Automations

* Deadline Reminders (Tax, Case, Compliance)

* Client Status Touchpoints

* Communication Log & Escalation Alerts

Solo Practice: Core automation with email/text

Boutique Firm: Adds document triggers, workflows, and audit trails

"Stay top-of-mind—even when you're off the clock."

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Explore Our Tailored Business Consulting Solutions

Explore our tailored consulting solutions designed to drive growth, optimize operations, and empower your leaders for sustained business success.

Explore Our Tailored Business Solutions

Unlock Your Full Potential with Advanced Business Solutions

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NexLevel Business Hub

Your Business Hub For All Your Digital Marketing, Systems, Automation, And More.

Helping You Integrate All The New

Technological Advancements Of Today

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CB Consulting Services

Expert Guidance For Growing, Maintaining, Managing, Advancing, Marketing, And More.

Helping Your Business Thrive No Matter What Stage.

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CBC Capital Partners

Need Funding? We Help Source And Secure Loans, Lines Of Credit, Financing, Credit Repair, and More

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architectural photography of building with people in it during nighttime

OMNI Insurance Services, LLC

Interested In Business Insurance Our Partner Offers Commercial Property, Fleet, Liability, Article Floaters And More