Tel: +353 1 870 4999
Tel: +61 3 8612 3309
Tel: +61 3 8612 3309
Tel: +353 1 870 4999
Tel: +353 1 870 4999
Tel: +1 905 876 1791
Product features
Feature-rich solution
eXpd8 has a number of features which will give you the necessary tools to manage your clients while assisting you in having a productive working day.
To give you a quick view of some of its key features:-
Case management
Assists you in managing your digital client files,
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Phone messages
Captures details of your office's phone calls,
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Alarms
Set alerts for key dates/tasks and assign follow-ups for staff
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Office integration
eXpd8 easily fits in with other applications,
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Document templates
Repository for reusable office document templates
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Reports
Offers comprehensive reporting on all areas of your firm
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Scanning and indexing
Scan post and documents to any case or cases
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Document merge (a.k.a. Brief)
Ability to merge entire document history into a single document,
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At McInerney Saunders we are working hard to reduce costs to our clients- to achieve this, we have had to adapt and drive efficiencies within our firm. We identified the need to implement a document management system, We researched the product providers and implemented eXpd8-it was the only solution provider that was willing to develop an integration with our existing client and practice management software. With over 30 staff, knowledge and information is communicated faster, easier and in real time. All team member can now access a client file and see all communications, emails, records of phone calls, inbound and outbound post-whether in the office or offsite."
Neal Morrison, McInerney Saunders Dublin Accountants
