File number
Save time.
Hotel feature
Case files for law and fiduciary offices across the U.S.
Work is planned in short sprints with a demo at the end of each, so you can change direction early. Documents, correspondence, deadlines and hours gather in one folder under the file number. The responsible person and status are always visible.
- English and the community languages your customers speak
- CAD, GST/HST and local levies
- Data protection under PIPEDA
Every file in one place
When a file is opened, client, counterparty, responsible person and subject are recorded, and a folder structure is created from a template. Correspondence, documents and time entries attach to the file automatically, and when someone is away the file passes to the deputy.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Canadian specifics
The file structure and numbering follow the practice’s own system; professional secrecy and retention duties remain the practice’s.
Frequently asked questions
Is our existing folder structure kept?
Yes; the existing structure is analyzed and carried over as faithfully as possible.
Related topics
Deadlines and reminders
Deadlines and reminders for law and fiduciary offices in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn moreClient record
Client record for law and fiduciary offices in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn moreArchive and retention
Archive and retention for law and fiduciary offices in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn more