Client & Task Highlights
Client Manager
A powerful query and filters allow for easy processing and handling of plans and clients. Leverage the results for export, merged letters, labels, and correspondence. Client Manager features turn your existing database into a valuable resource.
Task Manager
A task and workflow program that is ready to track scheduled categories and tasks for administration of plans. Use the Task Library of simplified and expanded tasks or easily customize tasks and templates to match your firm’s procedures. Multi-plan tools allow for simplified implementation.
As an administrator, complete an assigned plan task list with the ability to add dates, time spent, percent complete and notes. The different view options can be customized with options to track individual tasks or see an at a glance summary of overall plan status. In a few clicks, a manager can review the firm’s workload, an administrator’s workload, or a detailed review of a specific plan.
