Is There a Better Way? Tell Us Where it Hurts

The doctor is in: Tell us where it hurts, and we might be able to help you!

If, when you are doing your routine tasks, there are certain processes that are down right painful and drive you crazy – let us know what those “pain points” are! There may very well be a setting or a preference or workflow that can make your life easier.

For instance:  In one of our firms, an administrative fee of 3% is charged as a percentage of fees. Each month, the billing administrator would manually calculate this charge with a calculator. We were able to configure a feature that calculated the percentage automatically to the invoice, saving time and headaches and potential calculation mistakes. The time it took to configure this solution was far less than the time it took to the billing administrator to do the calculations.

At another office, the book keeper would print out a list of the month’s receivables, then handwrite the name of the client, their phone number, and the date of the last bill, before giving it to the attorney for his review and action. The bookkeeper saved hours of time when we added a preference to include this information automatically in the report.

In another firm, the team wanted to get automated reminders of tasks. We were able to configure this with the timing that they wanted and needed to get their work completed.

So, the next time you are doing a process that feels very manual, take a moment to evaluate the steps you are taking. If there’s a point that you usually say “if only this part was easier!”, maybe there is! Give us a call, let us know, and let us help make process – pain free!