Calendar
SFE features a fully integrated
calendaring system designed to help you manage all
of your daily appointments and tasks. Easily enter
appointments and tasks, set up recurring appointments,
set reminders, and post time to client files from
appointments and tasks. A robust productivity toolset
at your fingertips to help manage your busy day!
Documents
SFE's built-in document management
tools will help make managing documents in your
firm a whole lot easier. Using the document management
features you can automatically create folders for
your clients and keep them up-to-date each time
you add a new client, never having to manually create
a document storage folder in Windows. Once your
folders are set up, you can view documents for clients
or matters in Inquiry, Timetracker Inquiry or from
your Calendar, making accessiblity to clients documents
fast and efficient.
- Automatically
create storage folders
- Easily
add, edit, save, delete or print documents from
SFE
- Move or copy
documents between clients or matters
- Create sub-folders
for clients or matters for document storage
Contacts
SFE allows you to maintain
a complete database of all of your private and public
contacts and easily associate those contacts to
clients or matters. If you're looking for particular
contact you can use the Search for feature to quickly
find them or scroll the list after choosing the
first letter of their name. Contact views can also
be filtered by type or role.
Email
SFE takes
control over both your incoming and outgoing emails,
filing them quickly and logically at the click of
a mouse:
- Your Inbox:
The majority of your daily emails come from the
same contacts. Just setup once where you want
emails from each sender to be filed, and from
then on a simple mouse click they will be filed
away automatically. You'll never again have to
organize mail by hunting for folders and subfolders,
then dragging and dropping.
- Your Sent Mail:
With one click, your outgoing mail is sent and
filed to the correct folder, automatically. So
no more digging through hundreds of emails in
the sent folder to locate that extremely important
message you forgot to file earlier.
Works with MS Outlook standard
edition
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