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Practice CS

A multi-module management system designed by Thomson Reuters for accounting/legal/professional companies.
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The Practice CS allows you to manage your firm and stay on top of staff work flow. To do this, Practice CS uses a customizable digital dashboard; allowing you to manage your firms day to day activities from one location. Additionally, this software will allow you to quickly record time and expenses; and print invoices and statements. By purchasing this project you will be privy to two major applications: Project Management and Client Management.

Client Managment

If you are in need of better client management, or just want more correspondence between you and your clients to be recorded and archived; Practice CS can meet and exceed your needs. The Client Management Module will perform several activities to help you manage your business; additionally you will be able to:

  • Record notes of every client interaction (phone calls, e-mails, billings, or face to face meetings).
  • Integrate client contact information into Outlook, giving you the most up to date contact information in both programs.
  • Use phone time recording to easily invoice phone time with other billable time.
  • View interactions by client, contact, or staff in order to stay informed about all of your firms activities
  • Record phone messages, which will show up on the staff dashboard with a digital record.

Project Management

The Project Management module will give Practice CS a new level of productivity. This module gives you the ability to monitor, track and manage every aspect of every project your firm is working on; all from your office PC desktop. By keeping you fully informed, Professional CS will provide you with complete control over your firm’s workflow. With the Practice CS Project Management module you will be able to:

  • Track due dates and progress of your projects to ensure timely service and delivery to clients.
  • Monitor staff actions and availability to ensure the right employees are working on the right projects.
  • Ensure you bill for every minute that is billable.
  • Maintain complete control of your workflow, regardless of how many projects flow through your office.

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