Job Register Module

The Jobs register is a feature packed module with extensive functionality to capture as many details as necessary for your briefs with all material facts in chronological order. Keep track of all details, contacts, notes, alerts, disbursements and time spent on the brief in a single repository.

All facilities are available at a click of a button from a single screen. Ensure data is complete, kept safe and accessible only by the users who need access to it.

Key features

• Record the full details of the brief with unlimited space for long descriptions. Tie each brief to a given department so that you may have visibility of the performance of each line in your business;
• An Unlimited number of contact persons at each client with an extensive functionality for maintaining their details of your clients
• Define the billing frequency and duration as necessary. Customise how you wish to charge for the services offered on each brief as fixed fee, time-based or tariff.
• Link briefs to client retainer agreements of a variety of retainer types, define each retainer’s duration and billing frequency;
• Add chronological notes as and when necessary providing both a comprehensive and chronological list of activities on the brief as well as an audit trail of this activity;
• Links to external documents such as Word documents, spread sheets, PDF files, images, etc, providing a single repository for all documentation associated with the case;
• Record disbursements and other expenses for materials incurred on the case which you may then bill your clients for;
• Multi-company support enabling a team of professionals to share the system and other resources while working as independently as necessary.
• Assign individual briefs to the respective partner restricting visibility of the brief to a selected number of users in the firm;