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The solution includes the following modules to assist companies manage their firm in the most professional and efficient manner: Intranet News and announcements Meeting scheduler Event notification and reminder Discussion boards Staff directory and address book Client directory   Document Management System (DMS) Storage and retrieve of documents Security level access controls Search and archive functionality Time Sheeting and Expense Management Recording billable and non-billable time Recording and billing of out of pocket expenses IP Management (for law offices) Record and management IP of company and clients Reminders for renewal Agency management         Benefit ProWORKS is acts like the central control system for the organization. Because it is a central store of information it improves Efficiency - everybody has current and accurate information. No more lost files, maximizing ability to not only find information but importantly being able to reuse previous work on new projects Co-operation - sharing valuable intellectual knowledge throughout the organization cuts done on time per project and provides a more rewarding learning experience for staff, leading to development of the firms human intellectual capital   Security - files and data within the organization are now secure and protected. Information is your firms greatest asset so start protecting it! Revenues and management information - you know what time was spent on what projects, by who and what needs to be charged to clients Expense Control - There is nothing worse than when out of pocket expenses are incurred and someone forgets to bill the client for them. ProWORKS timesheeting module provides control in this area resulting in immediate revenue improvements.                   Streamline Communications   ProWORKS utilizes advanced technologies helping you to enhance efficiency and effectiveness of your organization. The Intranet module is one of key elements in achieving this. An Intranet can improve internal communication, eliminate redundant work, improving sharing of information and knowledge and increase co-operation. Standard features on Intranet module include:       News Room: To publish internal and external news including new company regulations and policies Events and Seminars: To inform staff of upcoming events, VIP office visitors and/or seminars Meetings: To organize meetings for specific topic on desired date and time. The system will automatically send an email to invite all attendees and post it on the Intranet. Client Directory: To publish a centralized and current list of all clients and their contact details Staff Directory: To publish a list of staff and contact details Web Board: Allows staff to discuss or share ideas on specific topic. This is also useful to post opinions and share knowledge amongst professional staff members           Document Management   You no longer need to be in the pulp and paper or printing business. You can now eliminate the tons of documents (both electronic and hard copy) located everywhere in your office, most of which nobody can locate when the need arises. The ProWORKS Document Management System (DMS) can help you to solve that problem. It allows your staff to store documents on a centralized server with a single standard. When storing documents, staff have to specify specific document properties, which will allow secure storage and ease of retrieval when required. Being able to quickly and conveniently retrieve documents from a centralize source not only saves time and valuable resource it also ensures that the firms intellectual knowledge within those documents is fully leverage for current and future clients.   ProWORKS DMS consists of two parts. The first part is the Office Add-in Module which is an add-in function to MS Word, Excel and Power Point (97/2000/XP). This function allows users to easily save or open Word, Excel, or Power Point documents to or from the central server using customized menus such as "Save To DMS" and "Open From DMS". Secondly is the Administrative Module used for saving or opening scanned documents and other types of electronic documents to or from the server. Standard features of DMS administrative module include: Saving Documents: When saving new or edited document to the DMS server document properties must be specified including: title, type (doc, xls, ppt, pdf, txt, gif and jpg), category, client name (if any), and keywords are all required while saving. Search Document: Allows users to search for specific document(s) conveniently using the search filters provided: such as search for client name, document title, type, and keywords. The list of documents matching with filters will be displayed allowing users to select the desired document. Edit/ Delete Document: Once the document is found, only the auothorised users may edit it. Providing security and confidentiality over all documents.         IP Management (For Lawyer)   Many law firms jeopardize client relationships and their profitability because they forget to renew client intellectual property. The ProWORKS Intellectual Property module is able to eliminate such problems. It allows the firm to store all intellectual property details into the central database, which will automatically remind staff in advance for renewal actions. Standard functions include:         Agents/Associates: Allows you to enter agent/associate details into the database Intellectual Properties: To enter IP details into the database including logo, application date, registration date, expiry date, and end of grace period etc. Invoices: To store invoice details of each client for payment tracking and control purpose. Reminders: The application will remind staff for IP renewal. It will also remind accountants to raise the necessary invoice payment of services and government fees.           Time & Expense Management   The ProWORKS Time Sheet module allows the firm to store client and staff details into the central database. It then allows staff to allocate and record service time and expenses incurred to each client. Both billable service time and reimbursable expenses are then used for issuing client invoices, ensuring that all chargeable work and expenses are recovered. Service time is also used for generating employee and client performance reports. The application was designed to easily interface with accounting software, allowing timely and accurate integration of critical information through to the accounting department and main general ledger.   Standard features of this module include: Projects: Allows creation of new projects or cases for each client. You can specify project name, start date, end date and contact person. You can also create tasks under each project (or select from standard tasks list) and assign staff to the project. Standard Tasks and Expenses: To create standard tasks and expenses Time Entry: To enter service time (hh:mm) rendered to each client Expense Entry: To enter both billable and non-billable expenses to the system. Reports: Comprehensive reports are provided including Employee Performance Reports, Time Slip Report, and Expense Summary Reports etc. Invoice and Receipt Issuance: To issue invoices and receipts for service fees and billable expenses to clients. The invoice tracking function provided will enable management and accountants to check collection status of each invoice. Reminders: The system can automatically remind your staff to record service time into Time Entry. It can also remind accountants once invoices are overdue.     [ Request More Info ]
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