Billing & Engagement Management
Cash is king. Streamline the entire process, from proposal through cash collection. Our billing and engagement management systems includes options for automated:
Project & Task Management
Remove the risk of missing a deadline! Forget spending time delegating. Let a proper project and task management system take care of this for you.
Communication & Collaboration
It’s important to have a single place where one can see all communication with a client/prospect in a single location. This way, anytime we need to remember what was discussed 3 months, we have access to that information. Furthermore, having such a system is helpful when trying to catch a new employee up to speed.
We make it simple! Our document management systems are centered around data security and include client documental portals, client tasks, e-signatures, user permissions, and related automation and workflows.
Staff & Time
Even with value-based pricing and fixed-fees, tracking time is necessary for capacity planning, resource scheduling, and management scope creep.
Workflow & Processes
Standardize and automate existing workflow process to improve quality of work, increase client satisfaction, and decrease time requirement.
Automate systems when possible. Some of our popular automated workflows and processes include: