Ensure all client information is accurately recorded and regularly updated.
Create new files for each client with file numbers that are automatically generated.
Set up bring-ups for each file after working on it to ensure timely follow-up actions.
File Automation includes:
- Add documents to the system and link them to the relevant file.
- Distribute documents among multiple users within the system.
- Access and view documents directly through the web browser.
- Monitor and manage different versions of a document when it is updated and re-uploaded into the system.
Professional Client & invoicing include:
- Quickly create invoices from the quotes provided to your clients.
- Effortlessly transform quotes into fee notes.
- Dispatch professional invoices to clients with a single click via email as a PDF attachment, or print and mail them.
- Record client payments in the system and generate receipts for printing.