MAINTENANCE | COMPLIANCE | OPTIMIZATION

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. 

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

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.

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

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

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

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.

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

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.