P4W Prospect Time Manager – Designed to truly optimise your time
Many firms understand the level of work that goes into turning a prospect into a client. Now, without a proper case management system that can record the time spent when dealing with new prospects, just imagine the countless hours that have gone unaccounted for and the amount of money your firm has potentially lost.
As we know, it doesn’t stop with a simple enquiry and a reply, instead there are hours of prep work such as researching, manual data entry and more that happens before a prospect is truly a client, and that is assuming the prospect is successfully made into a client.
At Accesspoint, we understand that every moment is precious, which is why we have designed an effective method to calculate and record time spent on all prep work, allowing you to truly optimise your time.
What are the benefits?
P4W Integration
There is currently no easy way of keeping a record within Partner for Windows of time spent on work before the matter is created. The Prospect Time Manager has been designed around P4W, to fully utilise the P4W format and ensure your employees are able to benefit from easy and fast recordings as well as security.
Easy to Use Format
The Prospect Time Manager has been designed to be used by internal employees, so the navigation and functionality has been thoroughly mapped out by our IT specialists, to ensure the most efficient time recording process. Your firm can benefit from the already known P4W layout and simple steps taken to start the process and completing it all in one screen.
Clear Reports
The Prospect time manager provides efficiency and clear reporting to all users by having useful applications integrated into the process. A Crystal report is included so that you can report on all time posted against a prospect that has not been posted, so your readings can become much more accurate and ensure nothing is missed out.
Interested?
For more information, contact Hong Tran.
hong.tran@theaccesspoint.co.uk
