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Knowledge Manager creates the information storage structure firms need to efficiently document important professional information, provide solutions to common problems, as well as documenting the standards and procedures for performing client services and firm tasks. With Knowledge Manager, firm members have access to all information from any place at any time. |
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Features include:
- Firm-defined practice areas, categories and sub-categories
- Tracks key information: Subject issue • Date created • Creator
- Attachments such as Word documents, images, spreadsheets
- Serves as firm Intranet for intellectual capital
- Tracking information for documenting changes to Knowledge Manager documents
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Firm Statistics presents important firm operating metrics in a useable manner. With Firm Statistics, you don’t just view the information, you can use it and make comments, assignments and take action. |
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Features include:
- Persistent links to popular T&B applications
- Provides immediate access to WIP, A/R, Billings, Receipts and more...
- Data available from any location at any time
- Information presented in a variety of views including by office, partner, client, manager, and others
- A/R information ties to client collection activities for review of collection efforts
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Module Overview