Find resources in ranked order based on custom criteria such as job title, skill, certificate, activity history, etc.
New Project/Case Automation
Create, modify and number new Projects/Cases by type, sub-type and results.
Aggregate, maintain and easily access all associated documents, notes, cross references, and reassignments. Auto file initiation from pre-suit to archival (complaints, referrals).
Intake
View number of current requests.
Automated New Intake formal process featuring Activity Intake Form aggregating all related information, financial templates, and proposed approval routing.
Approval routing system linked to new Project/Case feature.
Create, modify and number new Project/Case by type, sub-type and results.
Aggregate, maintain and easily access all associated documents, notes, cross references, and reassignments.
Automated file initiation from pre-suit to archival (complaints, referrals, etc.).
Client Management
Collects and displays all information pertaining to each client including location, industry, relationships, contacts, financial details, and invoicing.
Client system links to Project/Case and Financial modules for full integration.
Client dashboard access capabilities.
Activity health monitoring.
Automated color coded Gantt charts.
Expansive task detail inputs and associated cost tracking.
Activity Tracking
Activity health monitoring based on client-defined criteria (phases, detail, time spent, start date, etc.).
Automated color coded Gantt charts.
Expansive task detail inputs and associated cost tracking.
Document Management
Aggregate, store and easily access all documents relating to Projects/Cases.
New Project/Case Automation
Create, modify and number new Projects/Cases by type, sub-type and results.
Aggregate, maintain and easily access all associated documents, notes, cross references, and reassignments. Auto file initiation from pre-suit to archival (complaints, referrals).
Intake
View number of current requests.
Automated New Intake formal process featuring Activity Intake Form aggregating all related information, financial templates, and proposed approval routing.
Approval routing system linked to new Project/Case feature.
Create, modify and number new Project/Case by type, sub-type and results.
Aggregate, maintain and easily access all associated documents, notes, cross references, and reassignments.
Automated file initiation from pre-suit to archival (complaints, referrals, etc.).
Client Management
Collects and displays all information pertaining to each client including location, industry, relationships, contacts, financial details, and invoicing.
Client system links to Project/Case and Financial modules for full integration.
Client dashboard access capabilities.
Activity health monitoring.
Automated color coded Gantt charts.
Expansive task detail inputs and associated cost tracking.
Activity Tracking
Activity health monitoring based on client-defined criteria (phases, detail, time spent, start date, etc.).
Automated color coded Gantt charts.
Expansive task detail inputs and associated cost tracking.
Document Management
Aggregate, store and easily access all documents relating to Projects/Cases.
Budgeting & Cost Analysis
Create and maintain detailed budgets identifying all related (internal, external, consulting, etc.) Project/Case costs.
Track actual vs. budgeted Project/Case costs.
Automated alert systems for cost discrepancies.
Billing, Invoicing, & Rebilling
Automatically generate invoices for internal and external customers.
Stand alone use + existing billing system integrations.
Financial Planning
Budget projection for specific Projects/Cases integrates with Financial plan template retaining and updating information for the entire Project/Case lifecycle.
Enables Actual vs. Budgeted cost analysis.
Real-time data access and financial monitoring.
Budgeting & Cost Analysis
Create and maintain detailed budgets identifying all related (internal, external, consulting, etc.) Project/Case costs.
Track actual vs. budgeted Project/Case costs.
Automated alert systems for cost discrepancies.
Billing, Invoicing, & Rebilling
Automatically generate invoices for internal and external customers.
Stand alone use + existing billing system integrations.
Financial Planning
Budget projection for specific Projects/Cases integrates with Financial plan template retaining and updating information for the entire Project/Case lifecycle.
Enables Actual vs. Budgeted cost analysis.
Real-time data access and financial monitoring.
Calendars
View employee specific to-do lists, tasks & deadlines, time off requests and days taken.
Automated direct reports summarize task lists.
View Docketing calendar and notes.
Time Entry
Enables associates to enter time against Projects & Cases for accurate, billable hours invoicing and tracking.
Automatic time entry submission and management approval system.
Time Off Requests & Approvals
Enables associates to submit time off requests directly to management and monitor approval status.
Calendars
View employee specific to-do lists, tasks & deadlines, time off requests and days taken.
Automated direct reports summarize task lists.
View Docketing calendar and notes.
Time Entry
Enables associates to enter time against Projects & Cases for accurate, billable hours invoicing and tracking.
Automatic time entry submission and management approval system.
Time Off Requests & Approvals
Enables associates to submit time off requests directly to management and monitor approval status.
Single Source of Truth
Customizable dashboards aggregate all company or department data into one simple, highly consumable source of truth.
Delivers unique 360 degree insights for better understanding of current business state and more effective future planning.
Charts & Widgets
Customize dashboard to your specific needs with extensive charting and widget options with drill through capabilities.
Role Based Configuration
Control access and deliver insights to the right people.
Simple role-based configuration.
Single Source of Truth
Customizable dashboards aggregate all company or department data into one simple, highly consumable source of truth.
Delivers unique 360 degree insights for better understanding of current business state and more effective future planning.
Charts & Widgets
Customize dashboard to your specific needs with extensive charting and widget options with drill through capabilities.
Role Based Configuration
Control access and deliver insights to the right people.
Simple role-based configuration.
Automated Reports
Access to information related to Projects/Cases and resources.
Simple, consumable, and easy to use & customize.
Performance Metrics
Automatically measures employee performance metrics such as total costs, revenue generated, and time/hours spent on Projects/Cases (individual and aggregate).
KPI & Profitability Analysis
Enables visibility and insight into key profit centers in real-time.
