FirmLoop

Everyday you manage clients, people and resources.

We help you do this, better.

Your Problem

Today, you face a multitude of challenges / problems around the following key issues:

!  Single Face of the Firm for Clients

!  Mangaging Resource Allocations, Efficiently

!  Task Management – Creation, Progress Tracking, Follow ups

!  Managing Collaborative Projects – Internally, with Clients

!  Document Version Control

!  Invoicing & Tracking Accounts Receivable

Key Facets of the Problem

Your problems have two key dimensions:

‘Customer Satisfaction’ and ‘Team Productivity’

Ensuring these two, is critical to the continuing success of your firm.

FirmLoop helps you establish processes, using very simple tools, to achieve this.

The Solution – FirmLoop

Customer Satisfaction

o  Client Management

o  Task Creation & Tracking - External

o  Document Control

o  Invoicing

Team Productivity

o  Task Creation & Tracking - Internal

o  Resource Allocations

o  Document Control

o  Analytics

o  Invoicing

6 basic pillars, which support both your goals – Customer Satisfaction and Team Productivity

1. Client Management

Feature Outcome

1. Client database to store client information

1. Client context never needed. Point of Contact always has entire background info & history at fingertips

2. Invoice generation basis customized pricing / deals given to each client

2. Never face issues of ‘wrong’ invoices / rates to clients

3. Feedback Gathering 3. Simple models to increase quantity and quality of feedback gathered from clients

2. Task Creation & Tracking

Feature Outcome

1. Create tasks with specification and related documents

1. Find all task related documents and notes at one place & never lose context

2. Allocate resources based on availability and task priority

2. Maximize resource performance and profit

3. Monitor task status at various stages 3. Ability to complete tasks on time and allocate resources based on task priority / status

3. Resource Allocations

Outcome 1.  Make sure right resources are

working right projects in real time

2.  Maximize profit based on resource performance allocation

Feature

1.  Create resource database

2.  Track allocation based on availability and expertise

4. Document Control

Outcome 1.  Save time on documenting client

& task related files

2.  Facilitate and encourage collaboration & enhance and simplify client involvement

Feature

1.  Upload, store and discover task related documents of all clients in an organized manner.

2.  Share document files with clients and teammates.

5. Invoicing

Outcome 1.  Never forget to raise invoice for

all your services

2.  Identify product/service contributing the most to revenues / most in demand etc.

Feature

1.  Automated invoice generation based on preconfigured rates

2.  Invoice report to analyse revenues

6. Analytics

Outcome 1.  Enables identification of high

paying product / client and focus on them to increase ROI

2.  Helps you track group and individual level performance of resources. Time spent and the revenue generated.

Feature

1.  Product wise and client wise graphs showing the revenue generated through different products

2.  Team wise and resource wise graphs highlighting no of man hours and revenue generated by each team and resource

Features

In addition, you get:

! Can be used from any device – laptops, tablets, smartphones

! Human centric design for UX / UI

! Automated notifications

! 256 bit encrypted data. Store your documents where YOU choose.

One more thing...

Create task templates to reuse them in future.

Save time.

Outcome

!  Satisfied Customers

!  Timely Task Delivery

!  Better Resource Utilization

!  Accurate Accounting

!  Increased Productivity

!  Better ROI

Admin

Team Manager

1

Team Resource

1

Team Resource

2

Client Manager

1

Client Team

Member 1

Client Team

Member 2

Team Manager

2

TR 3 CM 2

CTM 9

TM 3

TR 4

….

......

TM: Team Manager; TR: Team Resource CM: Client Manager; CTM: Client Team Member

User Schema

Let’s Talk About Getting You on FirmLoop

www.firmloop.com

contact@firmloop.com