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."
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
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
CB Consulting Services
Expert Guidance For Growing, Maintaining, Managing, Advancing, Marketing, And More.
Helping Your Business Thrive No Matter What Stage.
CBC Capital Partners
Need Funding? We Help Source And Secure Loans, Lines Of Credit, Financing, Credit Repair, and More
OMNI Insurance Services, LLC
Interested In Business Insurance Our Partner Offers Commercial Property, Fleet, Liability, Article Floaters And More
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Contact Us
Support@CBconsulting,site
(866) 912-1990
2340 Park Estates Dr