The Practice Management Playbook: 7 Strategies for Firm Efficiency

You have practice management software, but are you actually getting the efficiency you paid for?

Join us for a conversation with operation leaders Ashley Fontenot and Whitney Kisner as they share 7 strategies any firm can use to boost efficiency.

Whether you’re looking to optimize a system you’ve used for years or just beginning your practice management journey, this is a conversation you won’t want to miss!

What You’ll Learn:

• How to centralize client data and reduce time spent searching for information
• How to automate admin tasks and simplify workflows
• How to improve client communication and transparency with client portals and automated reminders
• How to leverage data insights to make smarter, more profitable business decisions
• …and so much more!

Resources:

👉 The Practice Management Playbook

👉 The Practice Management Buyers Guide (2025)