Product operating scope

Connect the records.
Support the people.

Professional legal and accounting firms need confidential client records, document control and billing visibility. The implementation connects the named sector modules with controlled permissions, integrations and a maintainable handover.

Implementation priorities

Role-based workspaces and owned records
Integrations and reporting defined for your organization
Configuration, migration, training and support planning

Client and matter documents

Connect client and matter documents with named record owners, appropriate access and a validated end-to-end workflow.

Secure email and collaboration

Connect secure email and collaboration with named record owners, appropriate access and a validated end-to-end workflow.

Time, billing and client portal records

Connect time, billing and client portal records with named record owners, appropriate access and a validated end-to-end workflow.

Management dashboards & permissions

Provide role-based operating views, reporting definitions and reviewable changes.

Implementation & handover

A clear path into operation.

Agree the organization, branches, users and records in scope. We review deployment readiness, required modules and connections to your retained systems, then define configuration, migration, validation and training milestones.

Cloud, hybrid or on-premise options are assessed against the selected product and operating requirements. The proposal sets data ownership, access, backup, maintenance and support responsibilities.

Industry workflowsLegal & chartered-accountancy firms

Connect your workspace