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Our comprehensive reports practice management system will put your practice firmly in charge by utilising all inputted data effectively.
Flexible searches provide tailored and custom-made reports by selecting relevant criteria specific to your needs. An in-built credit control system automates reminders to the client in accordance with your practice standards.
What it contains:
- Simply select the data you require—Business, Storage or Financial
- Effortlessly retrieve the information for analysis - detailed, simplified or comparable
- Colourful charts to complement the results
- Comprehensive credit control system - tracks a bill with automatic credit control letters
- Automatic and timely generation of the LSC's SPAN reports (CMSF, CMRF & CDS6)
- Automatic tasks such as to update Wills and confirm Securities held for clients
- Set unlimited tasks in line with your practice standards and marketing activity
- Immediate prompt to activate a task, ensuring your managers remain in control
- Automatic mail merge to create letters or documents to all selected contacts
- Add unlimited letters and documents to your library
What you will achieve:
- Discover the work types that are flourishing ...and those that aren’t
- Minimise late payment of bills by generating automatic credit control letters
- Check for inactive files
- Justify your advertising budget
- Ascertain from where your clients heard about you
- Monitor key dates and undertakings to minimise the risk to your practice
- View billed and unbilled Work In Progress for all fee earners
- Compare workloads for each fee earner, work type or office
- Evaluate cash flow
- Ascertain the growth areas of your practice and the profitability of specific work types
- Locate instantly Deeds, Wills, Securities and Powers of Attorney
reports complements our files and accounts modules to provide an unrestricted tool for your practice for strict practice management standards.
Click here for your no-obligation quotation or evaluation CD-Rom.
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