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:-
Assists you in managing your digital client files,
Captures details of your office's phone calls,
Set alerts for key dates/tasks and assign follow-ups for staff
eXpd8 easily fits in with other applications,
Repository for reusable office document templates
Offers comprehensive reporting on all areas of your firm
Scanning and indexing
Scan post and documents to any case or cases
Document merge (a.k.a. Brief)
Ability to merge entire document history into a single document,
For more information call +353 1 8704 999 or email email@example.com
We have used eXpd8 for a number of years and just like our business, it has evolved and improved to ensure that the client's needs are the priority. In order to do our jobs well, we needed our data management system to work efficiently, to be user friendly and to manage time and costs and eXpd8 ticks all these boxes. We're really looking forward to the App version for smartphone!
Co Dublin, Ireland