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File Management
Client
matters are the building blocks of your practice
- you open a file for each. Everything you do and
everything you bill revolves around these files.
Front Office understands this. It makes all your
files and all the file content instantly accessible,
better organized and much easier to use. |
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Calendar
The
calendar in Front Office provides comprehensive
scheduling that works the way you do. Manage appointments,
tasks, deadlines (and more) for yourself, everyone
in your workgroup or your entire firm.
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Contacts
The
contact module is a truly flexible and powerful
contact manager and Customer Relationship Management
(CRM) tool that stores information about all the
people you interact with in your practice.
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Tasks
The
task module is the ideal place to get organized and
get things done. It's your ultimate To-Do list and
it couldn't be faster - just type and hit return.
Each line becomes a "To Do" in Front Office
so you will never lose track of it. |
ComCenter
Stay
on top of all your communications. Track email,
phone calls and messages in one place. Know whom
you need to get back to - and whom you are waiting
to hear from - with information that's completely
integrated with your files. So with a single click
from a phone message you can remind yourself of
who they are, what their file is about, and what
was last done. You're more in control when it's
all in one place. |
Time
Bill
more time, more easily. While you work, FO is in
the background, keeping track of what you are doing.
It will often present you with a time entry, completely
filled in for you. Or you can create new time entries
with handy shortcuts, far easier than scribbling
them out in paper. |
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