Purpose This SOP outlines the steps for managing and processing client billing data, ensuring accurate time tracking and efficient reporting. Scope Applicable to team member ...
Purpose: To outline the process of organizing and uploading Standard Operating Procedures (SOPs) into the Knowledge Hub for streamlined access and searchability. Step 1: Orga ...
Purpose This SOP provides a step-by-step guide for setting up a Knowledge Hub for clients. The process is divided into three main parts: General Settings, Appearance, and Dom ...
Purpose To efficiently record and manage team member absences, ensuring proper documentation and communication within the team. Steps Receive Absence Notification If ...
Purpose: To ensure all Slack messages (from clients or internal team) are acknowledged in a timely, professional, and personable manner—even when an immediate answer is not ...
Purpose This Standard Operating Procedure (SOP) outlines the process for recording, managing, and sharing meeting summaries and recordings using TimeOS and Fathom. It ensu ...
This SOP ensures that all communications reflect Marie Lewis’s preferences and professional tone while being approachable and polished. Key protocols include proper spacing, ...