How do clients store information?

How do clients store information?
How to Keep Client Information Organized

Keep Copies of Important Documents.
Keep Client Information in Separate Files or Folders.
Use a Consistent Onboarding Process.
Regularly Touch Base.
Use a Digital Calendar.
Use Existing Email Platform Features.
Store Information on a Secure Platform.
Consider a Master Index.

How to Keep Client Information Organized
  1. Keep Copies of Important Documents.
  2. Keep Client Information in Separate Files or Folders.
  3. Use a Consistent Onboarding Process.
  4. Regularly Touch Base.
  5. Use a Digital Calendar.
  6. Use Existing Email Platform Features.
  7. Store Information on a Secure Platform.
  8. Consider a Master Index.