The scalable solution, Open Practice Ascent provides an enterprise-wide solution for busy, growing professional practices and provides an integral system which eliminates unnecessary duplication of effort. In turn, the system provides opportunities for enhanced levels of client service.
Ascent is the choice for successful practices that wish to take advantage of new opportunities offered in the age of e-commerce.
Functionality Available
- Database management
- Client relationship management
- Marketing
- Matter workflow management
- Time recording with matter alerts
- Automated billing
- Diary
- To-do lists
- Automated credit collection policies
- Office accounting
- Trust accounting
- Financial management
- Comprehensive reporting
- Open Practice real time search integration
Ascent delivers
- A powerful centralised database - holds all clients, contact, creditor and other party information. Additional fields of data for clients, matters and safe custody packets may be included in user-defined datebase extensions
- Workflow management, time recording, billing, practice and financial management systems all reference this centralised core of data - having one version of the truth is the key to all practitioners and staff relying on the system and participating in the retention of data.
- Matter and personal to-do lists, automated triggers and reminders compliment the diary and email system.
- Ascent provides all the accounting functionality needed to manage the financial transactions for client matters, and to control practice finances. It has fully compliant trust accounting and complete GST administration including the output necessary to prepare the Business Activity Statement.
- A multi-user system that caters for finance and professional staff, offering real time matter transaction management. Accomodates multiple legal entities within one system, eliminating duplication whilst improving integrity.
- Discrete password based access controls to specific programs can be applied to individual user profiles, enhancing accountability and security.
- For practice managers, instant access to practice information through a combination of key performance indicators, reports and online enquiries provides all the information necessary for you to know and understand the practice, empowering you to make pro-active management decisions.
- Matter transaction details are retained when a matter is archived, allowing a complete matter to be re-activated or renewed months or even years later.
- System housekeeping is easy, there are no special end-of-day or end-of-month procedures. fee earners can work uninterrupted every working day. there is no month-end down time and the end-of-financial year procedures are completed quickly and efficiently.