A survey revealed "that businesses are suffering from
having multiple (and possibly conflicting) databases".
Keeping in regular contact with your clients can become
a nightmare if all your databases hold different
information. Why settle for inefficiency when you can
install one centralised database that will provide an
immediate return on your database.
Rapport is
an innovative solution for the practice looking to cut
costs and increase accuracy. As client retention becomes
more of an issue, it makes good business sense to
install a system like Rapport with a centralised
database, so duplication is eliminated and accuracy
ensured.
Rapport’s intuitive document management system
automatically saves documents in the appropriate client
file allowing instant recall to a full client history.
Firms no longer have to worry about a complicated filing
structure.
The system also delivers time and costs savings
through its automatic letter writing facility. All
members of staff can produce their own correspondence
quickly and easily should the need arise.
Rapport is
used in small, medium and large firms throughout the UK.
It allows staff to build a rapport with clients through
the sharing and management of client information across
the practice.
Yes. If you
and your staff are used to working with Microsoft Word
or Office, they will feel comfortable with Rapport from
the start.
I
n
several ways. Overall, it increases efficiency and firms
report major savings in administrative time.
Rapport supports the administrative function so that
if a member of the team is away, it provides an
automatic letter writer.
The system automatically saves the work away into the
relevant client file so finding it at a later date
presents no problem.
Rapport automates routine tasks such as bulk
mailings. There is no need to mail merge letters –
Rapport does it for you and cuts the time spent on
producing end of year letters from weeks to days.
Savings are also reported in phone costs. Because
Rapport provides comprehensive client information on
screen instantly, partners feel confident enough to take
a client call straight away and no longer have to return
the call when the file is front of them.
Focuses on the
client
Automatic letter
writer
Notes and reminder
feature allow notes to be typed up as a phone
call is taken
Advanced search
facility through fields or text
Comprehensive list
of client correspondence on-screen instantly
Cross referencing
between clients is easily achievable
Documents are
stored automatically in client file in date
order
Automates complete
mail merge routine
E-mails clients
instantly by connecting to your email software
E-mails documents
to clients simply by clicking one button
Document archiving
and retrieval
Existing data
sources may be used to import into Rapport
Additional client
data may be used to produce powerful reports
Rapport data can be
exported for usage in other software
Automatic updating
link to Accord (Practice Net’s accounts
production software)
Favourite Client
list can be stored
Favourite Item list
also available
Optional Document
Scanning module for a more complete
correspondence file
Importing of
spreadsheets into the client file
32bit Windows software product
Available as standalone or networked versions
Requires Microsoft Word 97 or above to be installed
Microsoft Windows 98/2000/XP or Vista
Document
Management
