View Up-to-the-minute Information on All Client Activity—From One Location

The powerful Client Management module enables you to record every detail of client activity—so you always have the most updated information at your fingertips. Because you communicate with your clients in many ways, including phone calls, emails, invoices, and face-to-face contact, you require a system that enables you to keep track of every interaction and effectively monitor client activity. With this module, you gain the added ability to logically organize, store, and access all client interactions in a single location on your client dashboard for quick and efficient review.

The Client Management module allows you to:

• Record notes of every client interaction, including phone calls, emails, billing, or face-to-face meetings.
• Synchronize contact information with Outlook, offering you the most up-to-date contact information in both applications.
• Automatically track time on phone calls, which can be invoiced with other billable time.
• Generate virtually any report grouped by referral source, giving you a complete picture of referral activity.
• View interactions by client, contact, or staff in order to stay apprised of all firm activity.
• Save recorded phone messages, which show up on the staff dashboard—providing a digital record.