Essential tools designed to track accounts and manage activity. Tasks are easily created, from managing lawyers to creating Payment Promises. Accounts can be flagged as slow payers, bankruptcy, ebills, Payment Promises created or a Hold put on a standard Automatic Process.
Activity Summary displays a sortable history of all tracking activities for an account by user preference and also provides an overview of all tracking activity and immediate access to fine detail.
Approval Requests gives control to attorneys and executives. Escalated Notifications like statements, emails, letters, etc.-can be easily approved or pulled by client.