The client management piece is designed to centralize contact and other information. "It helps bring all your clients’ information in one place," he says. There will be a dashboard for each client and the system will track not only contact information, but will store notes and provide a snapshot of the billing history with clients. The latter includes invoices, WIP and time spent on each client.
Engagement tracking provides access to a firm's open and completed engagements by employee and by client. It also tracks engagement status and due date and provides employees with individual dashboards.
The time and billing element gives all employes "a single place to enter time," Brady says. This can be tied together to run productivity reports.