Digital Tools for Professional Services

Select and implement the CRM, billing, document automation and accounting tools that a small firm will actually use.

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Next intakeTo be confirmed

StatusOngoing

Overview

Key facts

Qualification: Advanced Professional Course
Duration: 12 weeks
Entry requirement: Open entry

Format: Hybrid
Credential: Certificate
Accreditation: Credence Institute certification

About this program

Digital Tools for Professional Services covers the technology stack a modern practice runs on: CRM and pipeline tracking, project and matter management, time and billing, document automation and e-signature, collaboration and file management and accounting integration. It focuses on selecting and implementing tools that fit a small firm’s budget and actually get used rather than abandoned after a month.

Who should apply

Professional Service Providers

What you leave with

The skills to select and implement the tools a modern practice runs on, within a small firm’s budget.

Where it can take you

Choosing technology that fits a small firm’s budget
Implementing CRM, project, billing and document automation tools
Integrating accounting with the rest of the practice’s stack

The award

On passing the assessment you receive a certificate for this Advanced Professional Course program. Verification arrangements for this program are stated at enrollment. Issued under Credence Institute certification.

Verify a certificate

Who teaches it

If you want to know who leads this program before you apply, ask us and we will tell you.

Meet the faculty

Admissions and entry requirements

Open entry.

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If you are funding someone else’s studies, here is what you are paying for. Digital Tools for Professional Services is an Advanced Professional Course program taking 12 weeks, examined and credentialed, and issued with a certificate that any employer can verify publicly at any time. It prepares the learner for choosing technology that fits a small firm’s budget, Implementing CRM, project, billing and document automation tools, and integrating accounting with the rest of the practice’s stack. With the learner’s consent we will confirm enrollment, attendance and completion to you in writing at each stage.

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Intakes

Next intakes

Dates for the next cohorts are being confirmed. An advisor can tell you when this program next runs, and put you on the list for it.

Ask an advisor about dates

Fees and payment

Multiple payment options are available, with installments on programs of six weeks and longer. Employers can be invoiced directly against a purchase order or a letter of undertaking.

Fees, refunds and deferrals

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Advanced Professional Course