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Practice Management
Associated Companies links group members, maintains ownership structure and automatically generates an Organization Chart
Ownership maintains details of share structure including a share register for each class and transaction data. Take a look at the Ownership form. Notice the Share Register drill-down
Key Dates - Instant access to Date of Incorporation and any other dates such as date of merger or acquisition. Take a look at the Key Dates form. The descriptions and dates of an unlimited number of events may be recorded for each client.
Client Note Pad A great feature for recording discussions - take a look - one click and you may print, fax or email your notes.
Permanent Notes Everyone in the Firm knows this is the ultimate reference point. There is only one place to safely store Permanent Notes ... in BalaBoss Client Navigator
Reminder Notes Your Client's banking arrangements up for review in three years - see how BalaBoss Client Navigator will remind you! Also notice that the caption on the above Reminder Notes button is Red if a reminder is overdue! Also - at your option - BalaBoss Client Navigator will automatically display upcoming reminders each day as you load the application.
Key ID Reference Tax Reference Numbers, Social Security Numbers, any other key reference data your Clients expect you to know.
File Room Real time access to file room data by Client and/or by Location - with a facility to request and track File Relocation
Staff Scheduling Dynamically review free time and allocate Staff to Client assignments.
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