Could you build functionality in to Elements to allow an offboarding sequence when a task has been completed on OpenSpace - such as accounts approved. This is to gather NPS data / Google reviews etc from clients at the point they approve their documents
Hi David, when using Practice Management Professional you can use auto-completion events from OpenSpace or IAS (e.g. Accounts approved) to trigger subsequent tasks in a workflow - does this help at all?
Please let me know if you would like to discuss on a call.