Client Tracking / Organization Help
Hi! I am a new PI paralegal. I have my cert and graduated college last year. That’s unnecessary info BUT I am just now getting out my training period at work and starting to get a lot more pre - lit cases almost daily. I know it is something that will come with time but any tips on how to keep track of all your clients/ their info ?
I know it’s a part of the job to be all over the place sometimes but I still want to have some sort of a grip or good system especially if my attorney comes and asks me a quick questions? I am lucky to only have one attorney now who knows I am newer but I want to start building good foundations
Any other tips for success welcome too. Thank you so much!!