Business Process Automation

All firms want to effectively manage risk, to ensure compliance and to increase efficiency.  Partner TaskCentre helps to do this.  It sits on your server monitoring everything, undertaking tasks and actions in accordance with your pre-determined criteria.

This comprehensive toolkit not only monitors the database but can also link tasks and collate information.  It can automate labour intensive and repetitive processes, give real-time alerts, deal with various documents and update your database, all as required by your practice.  It is very flexible and can deal with each task in a variety of ways, for example send a text message, email or letter to a client or contact depending upon the noted preference or warn, via email, when a matter is coming up to a limit.

• Click here to download the Partner TaskCentre fact sheet