Front Office:

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.


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.


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.


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.


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.


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.

Go to page: 1 | 2
Copyright © 2008 Home | Front Office | Back Office | Documents