Due Date Monitoring
Comprehensive due date monitoring system complete with easy-to-use report generator. Integrates with MS Excel.
 

Resource Scheduling
Create and track work assignments to multiple staff. View Assignments by Day, Week, Month, or Year. Email notifications when assignments are created and completed. 
 

Budgeting & Firm Statistics
Dashboard displays graphs and charts presenting WIP, A/R, Billings, and Budget information. View budgeted vs. actual dollars and hours for billings by partner or entire firm.
 

Personal Work Inventory Lists
Team members manage all their active services and assigned tasks from one central location. Extended Time Entry form allows team members to update the status/stage of their work inventory items while entering time.
 

Client Relationship Management
All team members have access to every detail about the client relationship including contact information, active services, open assignments, trouble issues, etc. Integrates with MS Outlook Email and Calendar.
 

Extended Time Entry 

From the Time Entry form, team members have one click access to every detail of the client relationship without ever leaving the time sheet. Team members can easily generate Time & Expense reports.
 

Centralized Knowledge Base
All team members have access to, and can contribute to centralized knowledge database containing firm procedures, protocols, and supporting service related information.
 

Microsoft Mail Merge Integration
Build Mail Groups and generate mailings using Microsoft Mail Merge technology. Create merge templates for new client welcome letters, collection letters, engagement letters, etc.
 

Human Resources
Track vacation and sick leave. Monitor and track CPE hours. Securely store important staff related information such as reviews, resumes, etc.