Manage your clients and matters with Client Portfolio

Advantages include:

Get powerful on-screen analysis of client/matter activity, investment, aging, lag analysis and payment information

Create your own custom charts of yearly and  monthly client/matter financial data

Quickly locate all contacts for selected client/matters

Get an instant view of top performing client with the Client Ranking report

Keep track of all client communication via instant access to your Microsoft Outlook mail and contact list

Effective client management requires instant access to key client information. Client Portfolio provides timekeepers and professionals with up-to-the-minute status on critical client/matter financial information resulting in improved client service and more informed client/account management decisions.