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MAINTENANCE | COMPLIANCE | OPTIMIZATION

More than just keeping up with timesheets, we offer peace of mind

System Insights for Enhanced Understanding

Client Life-Cycle Management

Process Review

Review specific processes in your firm to enable a standardized approach, especially after the disruption of the past few years with remote or hybrid working. 

Centralized Billing

Transform your firm to free up valuable Partner time by migrating to a centralized billing strategy thereby increasing realization and cash flow. 

Full System Review

Professional evaluation on how the firm is utilizing the system.  Review includes: Staff & Security, Prospect/Opportunity Tracking, Contact/Client Take-On, Time, Expense, Project Management & Workflow, Billing, Receipting, Credit Control, and Business Insights/Reporting.


Additional Services

Exclusive Opportunities Designed for your Success

Implementation Project Management

Advisement on best practices as you implement new practice management software.  Consultative training to enhance understanding and increase productivity. 

User Acceptance Testing (Upgrades/Updates)

Take the guesswork out of testing your upgrade and be confident that your customizations are properly documented. 

Support Options

Join us for regular access to experienced solution advisors and product enhancements to help get the most out of your Practice Management system. 

Some services may only be available for a limited number of practice management systems currently in the marketplace.

Solutions to Drive your Firm Forward

Examples of products offered

Automation: Write-Off Completed Jobs

A nightly task that looks for specific Jobs of a certain Workflow Status and below a WIP threshold.  The Job is marked 'Complete', the WIP is Zero Billed and the Current Staff is reset to Unallocated.

Expense Export for Bill.com

Quickly export posted expenses for Staff so they can be imported to Bill.com giving the team a detailed account of their reimbursements.

Client Transfer Report

Very important when doing Partner statistics at end of year.  Data to include: Old Partner; Ending WIP; Ending AR; Transfer Date; New Partner; WIP as of Today; AR as of Today.

Some services may only be available for a limited number of practice management systems currently in the marketplace.

Copyright © 2023 Practice Engineers LLC - All Rights Reserved.

  

Practice Engineers, LLC is a Limited Liability Company registered in Georgia, not affiliated with any other company or product.

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