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Entity Manager is a key element of the FirmWorks™ relationship management capabilities. Entity Manager is used to collect important information about clients, prospects, vendors, centers of influence and other types of entities (firm defined). Entity Manager tracks important contacts such as emails, phone conferences, general file memoranda, and other important activities. All Client Manager information is available to firm members at any time from any location. |
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Features include:
- Persistent & Automatic links to time and billing applications
- Real time review of client info, service activities, Opportunities in action, associated relationships, etc.
- Unlimited key contact information
- Unlimited custom and grouping features, with key metric information
- Assignment and follow-up capabilities for important activities withlinks to: email and calendar systems • memorandums • service • opportunities • promotional activities • collection events • referral tracking • client support issues
- Creation of Word documents, labels and unlimited custom Excel reports
- Client-centric document management feature
- Unlimited customizable data views
- Logical information structure for quick access to data Mass edit features for editing categorizations, mailing groups, and other groupings
- Easy transfer of prospect information to client status
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Module Overview