Calendar
SS
features a fully integrated calendaring system designed to help you manage
all of your daily appointments and tasks. Easily enter appointments and
tasks, set up recurring appointments, set reminders, and post time to
client files from appointments and tasks. A robust productivity toolset
at your fingertips to help manage your busy day!
Documents
SS's
built-in document management tools will help make managing documents in
your firm a whole lot easier. Using the document management features you
can automatically create folders for your clients and keep them up-to-date
each time you add a new client, never having to manually create a document
storage folder in Windows. Once your folders are set up, you can view
documents for clients or matters in Inquiry, Timetracker Inquiry or from
your Calendar, making accessiblity to clients documents fast and efficient.
- Automatically
create storage folders
- Easily
add, edit, save, delete or print documents from SS
- Move
or copy documents between clients or matters
- Create
sub-folders for clients or matters for document storage
Contacts
SS
allows you to maintain a complete database of all of your private and
public contacts and easily associate those contacts to clients or matters.
If you're looking for particular contact you can use the Search for feature
to quickly find them or scroll the list after choosing the first letter
of their name. Contact views can also be filtered by type or role.
Email
SS takes control over both your
incoming and outgoing emails, filing them quickly and logically at the
click of a mouse:
- Your
Inbox: The majority of your daily emails come from the same contacts.
Just setup once where you want emails from each sender to be filed,
and from then on a simple mouse click they will be filed away automatically.
You'll never again have to organize mail by hunting for folders and
subfolders, then dragging and dropping.
- Your
Sent Mail: With one click, your outgoing mail is sent and filed to the
correct folder, automatically. So no more digging through hundreds of
emails in the sent folder to locate that extremely important message
you forgot to file earlier.
Works with MS Outlook standard edition
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