What to expect when working with us

Clients and potential clients often ask me what they should expect when working with us, whether we are your

  • Time Matters consultants
  • PCLaw consultants
  • HotDocs consultants
  • Integration consultants

First and foremost we have to manage the project. As we look back over our years of implementations, an issues that we have typically stem from communication gaps. Email is not an effective communication tool when it comes to managing projects. Many times, emails are partially read or information is split across multiple emails.

We implement an online project management system where we track:

  • Key Dates – called milestones
  • Tasks – who is assigned the task and the current status
  • Meeting notes
  • Documents – we will upload your quote and key documents

Here is an overview video of our project management system:

Posted in Advologix, Billing Matters, Business Management, Cloud, Document Automation, Document Management, HotDocs, HoudiniESQ, Matters360, NetDocuments, PCLaw, Practice Management, QuickBooks, Technology, Time Matters, Time, Billing and Accounting, Worldox  |  Leave a comment