Our unique dashboard gives you bird’s eye view of all Pending tasks, Overdue Tasks, Priority Tasks, billing and collection status etc. all in single screen. Client-wise, type-wise and user-wise data is generated on the dashboard.
Individual user dashboards populate the categorised task-list assigned to respective team members. This enables the user to manage their assigned tasks efficiently and update status of tasks and checklists.
Automate your Task Creation, Task Checklist and Status Reports and ensure flawless workflow. This is the easiest way to manage recurring procedures, which saves you time and effort in getting that done yourself.
Create, manage, and share reusable task checklist templates. All you have to do is type in who does what and assign due dates and the system takes care of the progress of the task and performance of the individual task is assigned to.
Create bulk groups with specific names and add common tasks that are applicable to multiple clients to that group. This enables saves you time and effort, as you don’t have to enter each task manually and progress can be tracked better.
This feature can be used to edit or update task attributes of multiple tasks of a similar nature in one go. This applies to changing title, priority, start/due dates etc and actions like duplicate, add/delete tags, move, archive, delete etc.
Multiple users can login at same time and enter their task-related updates and comments to enable real-time reporting. This helps saves time and effort as updates can be logged individually, without routing it through one person.
Administrators have the liberty to control user access to modules based on their role in the organisation. Based on the scope of the role, users will be given full access or limited access to modules they need to work efficiently.
This feature monitors unbilled tasks and collection status, generating reports alerting you to the same. If these two critical areas are monitored regularly, the firm can prevent revenue leakage and delayed collection.
This simplifies the process of keeping track of expenses incurred on behalf of clients while you are working on their case. It gives you reminder alerts to include the specific costs incurred while generating invoices for the client.
Use this feature to get e-mail notifications for important items such as task creation, updation, completion, due dates etc. This is just a back-up system to ensure that no task or responsibility slips through the cracks.
This takes care of management of notices issued by Government departments with a separate Dash Board for users. It enables proper and complete tracking based on events, with timely notification of important events.
This feature helps maintain a Digital Signature Certificate Register for members of the organisation. DSCs are essential to validate and maintain documents in electronic form. It records the signature, tracks renewal and sends alerts for DSC Expiry.
This helps you keep track of incoming and outgoing documents, letters and notices. From delivery to receipt, verification and recording, this feature holds all related details, ensuring that nothing coming and going out is misplaced.