Design FOR TOMORROW, inc

 

since 1992

2945 Whitetail Circle, Lafayette, CO 80026   303-666-6434

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Michael Morgan

Act! Scan&Organize Stonefield Query  


Bankruptcy_db
© - The Bankruptcy Software System

At its heart - Act!, the most powerful contact management software sold worldwide and customized specifically for Bankruptcy Attorneys.

Calculate and report your billables with just a couple of clicks.  Track time spent by employee at their individual hourly rates. A place for all of those Chapter 13 transactions.

Since March, 2009, we have worked with one of Colorado’s leading bankruptcy firms to design a system to manage their 400 active open cases, 250 retained pre-filing clients, and 250 leads

 

Now, that system is available to you.

*Have all your clients information at your finger tips – case number, date of filing, court date, correspondence

*Unlimited notes and calendaring

*Attach every document to a specific contact's record - no more hunting for paper files

*Capture multiple email addresses, physical addresses, phone numbers, next step activities


*Single click timer - know exactly how long you're on the phone

*L
etter templates with years of proven effectiveness generating new clients and managing current case files

*
Set alarms– never worry about a client complaining they did not get a call back

*Template all your court documents easily – no more transposing the case number.  280 templates to use, customize, or create your own

*Push-button reports tabulate billables down to the penny to save you hours and hours of preparation time


*Invoice via e-mail – save stamps and hours of billing


*Date/time stamped activities - track what you do and defend all of your actions


 *Advertise via e-mail – no more printing costs

*Flexible and easy-to-use

 

*Customize to include additional practice areas

*Proven Act/Microsoft Office integration including Outlook, Word, and Excel

*Capture all your e-mail correspondence automatically and attach to the contact record


*Port your data to handhelds either with the Act! link or through the wireless CompanionLink connection

*Combine with Act! E-Marketing

*
Work how you want - on your network, over the web, from laptops, or office to office.

To learn more about our work with The Law Firm of Custer Roberson, call me at 303-666-6434.  Or, talk directly with Laurie at Custer Roberson, 303-893-0833, about their process and how they use Act!

Whether you are new to Act!, upgrading from an earlier version like Act! 5.0 or Act! 6.0, or just want to make your current version work better, we can help.


Please call 303-666-6434.  We know you will be satisfied.

 

 

 

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                                         Copyright © 2003 Design For Tomorrow, inc.   Last modified: 02/02/10        Ph: 303-666-6434