GreatSoft | e-Track for professionals

The Practice Management Tracking Solution How often do you have to track down the status of an assignment? Do you know when it is due and who is responsible for completing the assignment? Do you know if the assignment was completed within the planned timeframe and value?

Key Processes

• Create And Assign Events
• Track Event Completion
• Track People
• Add Task and Employee Budgets
• Setup & Track Plans by comparing Actual/Budget
• Track Percentage Completion

Partial Feature List

• Create Events and track their status using customizable Event status categories.
• Link Events to Clients, Tasks and activities.
• Notify the event Owner by email on completion of pre-determined status flags.
• Track whereabouts of people using customisable Status categories.
• Capture or Convert Task Budgets from Actuals and track variances.
• Use the domain filtering to quickly view the status of people in your own office, service line or sub service line.
• Rapid and proven implementation methodology that ensures your firm is up and running in a matter of days.

Save yourself time....

• Eliminate duplications and redundant data by capturing and accessing all staff data in one central database.
• Take control of your practice information.