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Core Applications |
WorkOrder
Basic |
WorkOrder
Pro |
WorkOrder
ProCPA |
FirmWorks
Basic |
FirmWorks
Pro |
FirmWorks
ProCPA |
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Relationship Management |
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Core Relationship Database |
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Entity Custom Fields |
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Activity Tracking |
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Assignment Tracking |
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Referral Tracking |
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Mailing Groups/Mail Merge |
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Reporting & Data Mining |
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Document Storage |
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Project Tracking System |
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Core Project Management |
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Staff Work Inventory Lists |
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Workflow Routing Sheets |
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Due Date Monitoring |
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Project Budgeting |
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Project Custom Reporting |
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3rd Party T&B Integration |
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Resource Sheduling |
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Assignment Manager |
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Scheduling Manager |
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Email Notifications & Alerts |
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Outlook Calendar Integration |
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Firm Administration |
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In/Out Board |
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Firm Knowledgebase |
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CPE Tracking |
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Firm Statistics (WIP, AR, etc) |
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Stats Dashboard |
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Firm Bulletin Board |
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Sales Management |
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Opportunity Management |
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Metrics and Forecasting |
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Campaign Management |
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Activity Callback Manager |
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Advanced Features |
WorkOrder
Basic |
WorkOrder
Pro |
WorkOrder
ProCPA |
FirmWorks
Basic |
FirmWorks
Pro |
FirmWorks
ProCPA |
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Time Entry System |
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Remote Time Sheet |
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Time /Hours Reporting |
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Time Export Feature |
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Project Level Time Budgeting |
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Billing System Integration |
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MS Office Integration |
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MS Mail Merge Support |
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MS Excel Export |
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MS Outlook Contacts |
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FirmWorks Outlook Add-on |
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Offline Access (ltd. use) |
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Offline Contact DB |
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Offline Activity DB |
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Offline Project DB |
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Offline Assignment DB |
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Offline Time Entry DB |
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Maintenance & Support |
WorkOrder
Basic |
WorkOrder
Pro |
WorkOrder
ProCPA |
FirmWorks
Basic |
FirmWorks
Pro |
FirmWorks
ProCPA |
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Installation Support |
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Self Install |
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N/A |
N/A |
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N/A |
N/A |
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Assisted Installation Support |
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Hands Free Install |
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Update/Maint. Support 1 Year |
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Self Install Updates/Fix |
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Assisted Updates/Fix |
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Hands Free Updates |
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Application Training |
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Manuals/Training Guides |
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Multi-media Training Tutorials |
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Basic Admin & User Webinars |
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Advanced Features Webinars |
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Consulting |
WorkOrder
Basic |
WorkOrder
Pro |
WorkOrder
ProCPA |
FirmWorks
Basic |
FirmWorks
Pro |
FirmWorks
ProCPA |
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Implementation Consulting |
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1st Year Implementation Consulting |
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4 Hrs |
4 Hrs |
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8 Hrs |
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Annual Renewals Imp. Consulting |
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2 Hrs |
2 Hrs |
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4 Hrs |
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Customized Training & Consulting |
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Custom Development |
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3rd Party Connected Data Integration |
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CCH, CSI, VPM |
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3rd Party Data Import |
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4 Hrs (1st Yr) |
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Lotus Notes Consulting |
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Domino Server Install/Maintenance |
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Win to Win Server Domino Migration |
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Domino Mail Server Administration |
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