Client/Matter Maintenance is simple using the Client/ Matter Work Area

Advantages include:

Centrally maintained Client/Matter information improves productivity and client service

Locate desired Client or matter quickly using multiple-word Client/ Matter search

Options for defining fee rates, cost rates, timekeeper assignments and credits reduce errors and improve client service

The Client/Matter Work Area is used to maintain client and matter information. Client information is held once and used across all areas of ProVantage ensuring that Client information is not duplicated, fragmented or simply missing.