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The Importance of a Case Management System
If you are really looking to streamline and be efficient, then you want services that talk to that case management system like your calendar from Outlook or Microsoft 365 or Google Workspace. An open API means that they've created their software in a way where other products and services will tie into it. So those three things always talk to each other between Acrobat and OneDrive and then OneDrive and your case management system. QuickBooks is another one. Your goal is to reduce the amount of data that you're inputting or your assistant is and just letting it all talk to eachother.