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Front Office Software

Solutions provided by Charter UK enable companies worldwide

Front Office

Front office software plays a vital role in all businesses.

Having everything in one place is very powerful. But more importantly, Charter UK front office software provides relational access to the entire file via a mouse click from anyplace in the software without searching, i.e. from time slips, calendar events, rolodex entries, document profiles, check requests, etc.

And perhaps most important, with front office software you get everything regardless of the search route, i.e. viewers get the entire file with everything in it, even when limited information is known for example, only part of a client, matter, party name, calendar entry, etc.

Why is it beneficial to have front office software?

One system and one database for case management and billing provides major benefits. The use of front office brings excellent benefits:

• Automatic Time Slip – Front office time-slips are automatically recorded as timekeeper diary or calendar entries are completed.
  
• No Extra Setup – No extra work involved to maintain Contact/Client/Matter records for two separate Billing and Practice Management systems with front office.
  
• Rolodex & Conflict of Interest Checking - Rolodex stores all the companies and people that deal with the firm together with their relationships to any and all matters.
  
• Sort Display Tables - Clicking the header of any column in a display table will sort the table by the values in the column.
  
• Spell Checker - aim spell checks notes, memos, and data fields.
  
• Save Desktop - allows the user to just click on the information window needed, and arrange it on the desktop for the most convenient use.
  
• Author, Time, & Date Stamping - author, time, and date stamping can be done in the notes fields, related party phone dialling, and scheduling macros "rules" for fast, easy matter docketing.

Front Office Software from Charter

Charter front office software will offer you a wide range of offers and tools to help you run your business successfully.

Front Office Software features include reminders and alarms, group scheduling, related parties, easy-to-access case status and information screens with a user-friendly interface for customisation, document profiling with client, matter, date, document type, and keywords.

Also, front office software has the ability to perform simple or complex searches for names, events, documents or case information, automatic profiling of bills, and rules-base scheduling with the ability to link forms to each appointment/task so a document can be merged days later with a single mouse click.

Your business is very important so it is vital that key tools, such as the front office, are kept up to a high professional level by using front office software.