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| No Doubt about it, the firm's owners and management spend substantial amounts of time and resources managing the firm. Often this leaves very little time for leading the firm. Firms implement many different management systems to achieve their goals. Too often, these systems are completely disconnected from the other systems within the firm. As the firm grows, it becomes increasingly difficult and time consuming to gather and transfer strategic information between these disparate systems, thus impeding the business cycle. The firm experiences a breakdown in communications, delayed and over-budget service delivery, unhappy clients, and ultimately, a decrease in profitability. |
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| The FirmWorks Advantage |
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FirmWorks ties in with the firm's existing Time & Billing system to provide real-time reporting firm metrics with a focus on Work In Process (WIP) and Accounts Receivable. Metrics information is presented in a variety of views including by Office, by Partner, by Client, and more... |
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| Additional Features & Benefits |
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- Access to metrics information from any location, in or out of the office.
- Custom reporting features allow metrics information to be imported into Office Documents for further customization.
- Continuous, automatic updating of information from the T&B system.
- Create Time Entry transactions in FirmWorks and export to T&B system. (Create time items while working in FirmWorks)
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| Streamlined Collections Process |
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FirmWorks provides many automated features to better manage the firm's collection efforts with up-to-date AR and WIP aging, template driven collection letters and reports, easily delegated follow-up assignments, and automatic call-back reminders... |
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| Additional Features & Benefits |
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- Easily delegate follow-up assignmnets and monitor the progress of the firm's collection efforts.
- Attach or link collection letters and other relative correspondence directly to the collection Activity Form.
- Continuous, automatic updating of AR and WIP metrics information from the T&B system.
- Remote access to all information, any time any where.
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| Delegate and Track Assignments |
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FirmWorks makes it easy for management to delegate and track the progress of staff Assignments. Firm members are provided with views of all Assignments for which they are responsible, sorted by due date, type, client, and more... Managers are provided with views to track the progress of assigned work. |
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| Additional Features & Benefits |
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- Attach or link Assignment specific documents directly to the assignment form.
- Create Time Entry items directly from the Assignment form. FirmWorks automatically populates key information into time slip.
- Bind Assignments to other Assignments, projects, clients or other entities, and more...
- Ties in with popular email applications to easily send email messages, notifications, reminders, and more...
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