Expert-Ease

More and more professionals are needing to keep a record not only of what they do, but how long it takes to do it. Keeping a note of chargeable time, possibly also costs of letters, emails and phone calls is much more common place.

Expert-Ease takes the incredible functionality of MyClientRecord and adds to it. By enabling every user to define their charging rates for different types of work, for example private paying and publicly funded work are often at very different rates, the user is in complete control. Breaking down work on a matter is simple. Keeping track of client costs just needs a click of the mouse.

• You can also use automatic linking to the MyCashBook module, which is included in Expert-Ease to keep a track of income and expenditure to make your accountant very happy and completion of your tax return so much simpler.
• Expert Ease does this by incorporating time recording as part of your everyday case recording process. Adding times in is part of the process and not a burdensome extra task. You set the rates and we do the hard work for you.
• There are a variety of reports that you can generate showing where your work comes from, who is the best and most profitable customer and when are your profitable times.
• It also incorporates a sophisticated by very simple to use marketing manager allowing you to keep all contacts, whether clients or colleagues, up-to-date with news about your business and services and keeps your name at the front of their mind when they need assistance in the future.
• Archiving matters and then accessing them at a later date is done in seconds. Any old case springs back to life at your command.
• Client conflict checks are fast and efficient, the software will check using many criteria to determine if a person is known to you so avoiding potentially difficult situations at a later stage in the process.

Expert Ease is specifically designed for small business professionals who need to keep accurate records, but who want to devote themselves to their chosen specialism and not to be a glorified filing clerk sinking under a weight of paper