Scheduling Tool

Are you struggling to lower costs, reduce risk, increase efficiency or minimise human error within your firm? Could your business benefit from the automation of key business processes, enhanced communication and increased access to information? Our scheduling tool Partner TaskCentre may be the solutions your law firm is looking for.

Partner TaskCentre is an exciting solution from Legal I.T., which is designed to help firms to streamline business activities, minimising risk and promote effective knowledge management throughout your firm. Partner TaskCentre is unique and has succeeded in driving efficiency and reducing costs for businesses across Ireland, by automating business processes and linking people, organisations and information.

What is a Scheduling Tool?   A scheduling tool is a unique software suite that enables organisations to streamline their business processes by building powerful, automated tasks that leverage the potential of existing systems.

What does this mean for you?   The integration of TaskCentre with Partner for Windows allows users to build tasks or automate processes that partially or completely replace a manual process.

What kind of tasks can I create?  Give me some real examples!

Missing Client or Matter Data: TaskCentre can check if a particular field (e.g. Source of Business) is filled in during the creation of a new client.  If not TaskCentre immediately emails requesting valid data to be entered.

Compliance: TaskCentre can track and ensure that stamp duty owing after closing of sale in a conveyance is not overlooked.  Section 68, Statute of Limitation Dates and Anti-Money Laundering compliance can also be tracked.

Work Overload: TaskCentre can track F/E workload by informing Partners if an F/E has exceeded more than a given number of matters live at any one time.

Month End Reports: Month End reports are automatically generated and sent to Partners once the month end has been completed (e.g. New Business Report, Income, Fees, Bills Analysis by F/E and Dept etc.)

Please contact us via our email or call 021 4826320 to find out more about our Partner TaskCentre Scheduling Tool.