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| Professional Service organizations struggle to maximize the use of resources - human or otherwise. A firm's most expensive resource is it's employees, and making full use of staff has a profound impact on the firm's bottom line. |
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| The FirmWorks Advantage |
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| Access to Service Stage/Status |
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FirmWorks delivers information relating to every aspect of the firm's work in process from one centralized location. View current state of all services being performed by client, by staff member, or by statutory due date, and more... FirmWorks provides tools to help view, monitor and assign work to staff members. |
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| Additional Features & Benefits |
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- Instant Access to all project related documents and work papers.
- Integrates with the firm's Time & Billing system to provide accurate budget information and other important metrics.
- Views of project information by firm member provides a powerful workflow management tool. Firm members always know what their current work inventories are.
- Powerful Project due date tracking system. Monitor services by statutory date, completion date, and extension dates.
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| Delegate and Manage 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...
- Full access to all related information from the Assignments form including Client form, Project form, .Budget items, and more...
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| Staff Resource Scheduling |
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To better manage the firm's human resources, FirmWorks includes an easy to use Scheduling Grid. The Scheduling Grid presents information relating to the availability and work load of selected firm members during a particular date range. The Scheduling Grid also allow provides a link directly to the Assignment and Activity. |
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| Additional Features & Benefits |
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- Quickly make scheduling changes. FirmWorks sends automatic email notification from which staff can update their calendar.
- Select calendar date range and any combination of staff members for future engagement planning.
- Instantly access every detail of the staff members work load including current state, stage, and status of the service
- Anticipate scheduling over runs with direct access to current state of service .
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