Products
Overview
- Database Management
- Client Relationship Management
- Marketing
- Matter Workflow Management
- Time Recording
- Billing
- Diary
- To-Do Lists
- Office Accounting
- Trust Accounting
- Financial Management
- Reporting
Open Practice is an enterprise-wide solution for busy growing professional practices.
Open Practice is an integrated system that eliminates unnecessary duplication of effort and provides opportunities for enhanced levels of client service. The use of state-of-the-art relational database technology provides unrivalled opportunities for integration and sharing of data with other third-party applications.
A powerful centralised database holds all client, contact, creditor and other party information. Additional fields of data for clients, matters and safe custody packets may be included in user-defined Database 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 accurate data.
Leading practitioners appreciate the benefits of extending automation into productivity areas of practice. Storing and automating knowledge allows them to spend more time on high value chargeable work and less time on administrative routines.
Service quality standards are maintained, practice risks reduced and consistency maintained through new delegation capabilities.
Workflow Templates store the tasks, documents relating to the tasks, schedules, actions on completion, actions on overdue, budgeted units, default person responsible for a task and the levels of responsibility required for each task.
The definition of inter-departmental Teams provides a new level of resource and workload management.
Matter and Personal To Do lists, automated Triggers and reminders including e-mails complement the diary and e-mail system.
Integrated automated document assembly will help your staff produce better high quality documents, quickly and consistently.
Open Practice 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.
Open Practice is an Open Item, multi-user, system with real time on-line matter transaction management and accrual or cash accounting options. It supports multiple entities and bank accounts.
The industry standard Windows™ interface and modern relational database technology make Open Practice scalable to the size of your practice. Selection fields offer intuitive lookups to help locate the required information. Standard Windows™ functionality throughout the system greatly reduces training time and you will soon be exploring on your own.
The drill down enquiry capability provides easy access to source transactions, helping you find the information you need, when you need it. Data security and confidentiality is also taken care of.
There are different levels of security maintained on each User Profile and specific programs may have restricted password-controlled access. The Usage Log optionally keeps track of the usage patterns of all users.
For practice managers, instant access to practice information through a combination of Key Performance Indicators, reports and on-line 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 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 with minimal down time.
Open Practice is the choice of successful practices that wish to take advantage of new opportunities offered in the age of e-commerce.