Professional & Legal Services
Capture the time, bill it right, and know which clients and matters pay.
We set up Dynamics 365 for firms that sell expertise by the hour, the project or the matter.
What we hear
The problems we hear
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Time is entered late, so invoices go out late.
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Nobody can say who is over- or under-utilized this month.
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Profitability by client or matter takes a custom report.
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Business development lives apart from billing history.
Our work
What we set up
- Time and expense entry with project-based billingBusiness Central
- Utilization reporting by person, team and practiceBusiness Central
- Client and matter profitability from actual time and costBusiness Central
- Client relationships and new matters tracked in CRMCRM & Customer Engagement
Process
How a project runs
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01
Discover
We learn how your business runs today and where the system gets in the way.
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02
Design
We map processes to Dynamics 365, agree on scope and plan the data move.
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03
Implement
We configure, migrate, integrate, test and train before go-live.
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04
Support
We stay after go-live with fixes, improvements and guidance.