Client and matter documents
Connect client and matter documents with named record owners, appropriate access and a validated end-to-end workflow.
Legal & chartered-accountancy firms
Professional legal and accounting firms need confidential client records, document control and billing visibility.
Operating context
Scope around your business.
Professional legal and accounting firms need confidential client records, document control and billing visibility.
Rektrs scopes the management system, automation, security and support around the organization’s users, existing systems and applicable operating requirements.
Intended outcome
Connected sector workflows, usable management reporting and an owned implementation roadmap.
Secure email and collaboration
Connect secure email and collaboration with named record owners, appropriate access and a validated end-to-end workflow.
Time, billing and client portal records
Connect time, billing and client portal records with named record owners, appropriate access and a validated end-to-end workflow.
Engagement priorities
- Client and matter documents
- Secure email and collaboration
- Time, billing and client portal records
Before implementation
Agree the work. Define the evidence.
We confirm your current systems, locations, process owners and required outputs. The proposal sets milestones, dependencies, acceptance criteria and support responsibilities for the agreed scope.