{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/18145ef66eec41b5b7b1147150c7352c\" frameborder=\"0\" width=\"2192\" height=\"1644\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1644,"width":2192,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1644,"thumbnail_width":2192,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/18145ef66eec41b5b7b1147150c7352c-ed381124bd0b1e77.gif","duration":452.594,"title":"Get client responses faster","description":"In this video, I demonstrate how our Client Tasks feature can automate client data collection, saving firms up to 20 hours a week previously spent chasing clients for information. I guide you through setting up Client Tasks, scheduling notifications, and utilizing automated reminders to streamline the process. By implementing Client Tasks, you can efficiently request, securely send, and track various client information, enhancing productivity and client communication."}