The complexity of business and individual relationships can make it difficult to identify conflicts of interest. Yet those conflicts can have a chilling effect when they're discovered after a client has signed a contract with your firm. Having access to as much client information as possible is the key to avoiding these surprises as well as to providing the best client service and effectively growing your portfolio of clients.

To keep track of this information and put it to work to optimize your practice, ProVantage Software, a leading developer of integrated business solutions for financial and information management, has developed the ProVantage Client/Matter Management subsystem. Client/Matter Management integrates with the ProVantage ProVantage Entity Database (EMS) to enable professional services firms to steer clear of client conflicts and efficiently and easily manage in-depth information on new clients.

ProVantage Client/Matter Management helps you optimize your existing portfolio of clients and avoid conflicts of interest ProVantage Client/Matter Management provides an unprecedented set of tools for analyzing all aspects of your portfolio of client/matters. Its powerful search, management, and analysis capabilities enable you to capture key client relationship information, quickly identify conflicts of interest, and provide better service to your existing clients. It also helps to ensure that client information is easily accessible across the firm.

• Conflict Management
• Client/Matter Maintenance
• Account Maintenance
• Client Portfolio
• Matter Task Budgeting
• Records Management
• Matter Management
• File Opening

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