Running your firm efficiently isn’t just about serving clients — it’s about managing your business itself. In this episode of What Does This Button Do?, Steve Drost and Will Kaplan walk through one of Quivr CRM’s most underutilized features: the Firm Record.

Learn how to use this powerful tool to:

✅ Track “on the business” tasks like quarterly billing, compliance, and drift reporting

✅ Automate recurring processes and document every step for easy delegation

✅ Create a clean, auditable workflow that builds trust with regulators and keeps your team accountable

Whether you’re delegating firm-wide tasks, preparing for your next audit, or simply trying to keep your operations running smoothly, the Firm Record helps you stay organized and proactive.