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Rapport Document Management Short-listed for Business Software Satisfaction Award more info...

A survey revealed "that businesses are suffering from having multiple (and possibly conflicting) databases". Keeping in regular contact with your clients can become a nightmare if all your databases hold different information. Why settle for inefficiency when you can install one centralised database that will provide an immediate return on your database.


Rapport is an innovative solution for the business looking to cut costs and increase accuracy. As client retention becomes more of an issue, it makes good business sense to install a system like Rapport with a centralised database, so duplication is eliminated and accuracy ensured.

Rapport’s intuitive document management system automatically saves documents in the appropriate client file allowing instant recall to a full client history. Firms no longer have to worry about a complicated filing structure.

The system also delivers time and costs savings through its automatic letter writing facility. All members of staff can produce their own correspondence quickly and easily should the need arise.


Rapport is used in small, medium and large firms throughout the UK. It allows staff to build a rapport with clients through the sharing and management of client information across the practice.


Yes. If you and your staff are used to working with Microsoft Word or Office, they will feel comfortable with Rapport from the start.

 

In several ways. Overall, it increases efficiency and firms report major savings in administrative time.

Rapport supports the administrative function so that if a member of the team is away, it provides an automatic letter writer.

The system automatically saves the work away into the relevant client file so finding it at a later date presents no problem.

Rapport automates routine tasks such as bulk mailings. There is no need to mail merge letters – Rapport does it for you and cuts the time spent on producing end of year letters from weeks to days.

Savings are also reported in phone costs. Because Rapport provides comprehensive client information on screen instantly, partners feel confident enough to take a client call straight away and no longer have to return the call when the file is front of them.

  • Focuses on the client

  • Automatic letter writer

  • Notes and reminder feature allow notes to be typed up as a phone call is taken

  • Advanced search facility through fields or text

  • Comprehensive list of client correspondence on-screen instantly

  • Cross referencing between clients is easily achievable

  • Documents are stored automatically in client file in date order

  • Automates complete mail merge routine

  • E-mails clients instantly by connecting to your email software

  • E-mails documents to clients simply by clicking one button

  • Document archiving and retrieval

  • Existing data sources may be used to import into Rapport

  • Additional client data may be used to produce powerful reports

  • Rapport data can be exported for usage in other software

  • Automatic updating link to Accord (Practice Net’s accounts production software)

  • Favourite Client list can be stored

  • Favourite Item list also available

  • Optional Document Scanning module for a more complete correspondence file

  • Importing of spreadsheets into the client file

 


32bit Windows software product
Available as standalone or networked versions
Requires Microsoft Word 97 or above to be installed
Microsoft Windows 98/2000/XP or Vista
 

Minimum hardware requirements: -
Pentium Processor with 128MB RAM
A CD-ROM
A screen resolution of at least 800 x 600 pixels

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Practice Net Limited, Registered in England and Wales No. 864089
Capital Business Park. Wentloog Avenue. Cardiff. CF3 2PX

VAT registration Number 736 7924 93
Tel: 02920 837410 Fax: 02920 837420. E-mail
sales@practicenet.co.uk
 

Rapport
Document Management
Paperless Office