Logical Office CRM unshackles you from the inefficiency of paper-based or partially computerised client file document management, providing a super-efficient paperless office with instant access to electronic client files.
You can retrieve client files in seconds, and see all the emails stored within the overall client document history, as well as scanned documents, file notes, accounts taken from your accounts preparation software - even SMS text messages.
In addition to powerhouse document management, Logical Office provides bonus features to make your firm even more efficient - whether you are a sole practitioner or a larger multi-partner firm. These include pre-written Accounting Workflows so your compliance work becomes faster and easier, because it can be done by our Logical Worker!
You also get "no-hassle" engagement letters, CRM, Marketing, and - wait for it - Time Recording! Try a free, hands-on demo to find out more.
Client File Document Management
* See All Correspondence In One Easy View
* Write letters, emails from templates
* Create engagement letters in 60 seconds
Marketing
* Powerful Email Marketing & Outlook Integration
* Manage Your Marketing Campaigns Effectively
Time Recording & Fee Billing
* Track fees, disbursements, WIP
* Create Ms-Word bills from time
* Optionally update bills into SAGE acs
Paperless Office
* Keep Documents Safe - With 256bit Encryption
* Drag & Drop Your Documents To Customer Files
"We've reduced our paperwork by 95% with Logical Office." -- Mark Rowlands, Rowlands Webster
Can Create Your Engagement Letters In 60 Seconds?
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