Client Confidence depends on having the ability to communicate instantly and effectively on everything that relates to them. This means having on-demand information about billing, statuses of the services being performed for them, work papers, documentation, notes regarding discussions about account-related problems, and other pertinent information. The FirmWorks Advantage Integrates with existing Time & Billing application to provide real-time WIP, AR, and other statistical reporting. Instantly access every aspect of the entity relationship including contact information, engagements, delegated work assignments, opportunities, and more... Integrates with Microsoft Word & Excel for generating template driven proposals, engagement letters, collection letters, mailing labels, envelopes and much more...  Time & Billing Integration FirmWorks ties in with the firm's existing Time & Billing system to provide real-time reporting of client 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...   Additional Features & Benefits 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)  Access to all Client Information The FirmWorks approach to managing relationships provides access to every aspect of the client/entity relationship. View all contact information, projects/engagements, activities, delegated work assignments, WIP & AR balances, opportunities, referral sources, and more, all from the client profile form.   Additional Features & Benefits Use Microsoft® Word and Excel templates to create mailings, reports, and other correspondence, in or out of the office. Document management capabilities allows for instant access to client/entity specific documents stored in FirmWorks, or in electronic file folder on network. Continuous, automatic updating of key contact and metrics information from the T&B system. Remote access to all client/entity information, any time any where.  Integration with MS Word & Excel FirmWorks integration with MS office allows for the creation of template driven Word and Excel documents. Perform mail merges to generate proposals, collection letters, marketing letters, invitations and more. Use FirmWorks in conjunction with Excel to generate template driven reports and extract data from any database.   Additional Features & Benefits FirmWorks allows for easy creation and management of mailing groups to use in conjunction with MS Word mail merges. Document management capabilities allow generated template documents to be stored directly in FirmWorks, or linked to network drive folders. Extract data from any FirmWorks database to MS Excel. Useful for advanced reporting, and importing data to PDA's. Templates available to all firm members, anytime from any location. ©2001 Knowledge Concepts, Inc. All rights reserved.             | Privacy Statement | Contact |