Use case
Reporting on workload, progress and history
Dashboards for running the practice, not just the individual jobs.
Workload, turnaround and history across people and clients, from the work records themselves.
How it runs
- Step 1Work is captured as it happens.
- Step 2Dashboards summarise progress and workload.
- Step 3History stays available for review.
Client outcome
We publish outcomes only once the client has approved the wording, and nothing has been signed off for this use case yet.
Ask on a call and we will arrange a reference from a firm doing exactly this.
See this on your own work
Bring the process you run today and we will show you how it looks in Streamline.
Prefer a call back?
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See it running on your own process
Book a walkthrough and we will show Streamline handling work the way your business already does it.