File owner
Clear and fast.
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Multi-partner practice for law and fiduciary offices
Teams in Edmonton, Ottawa, Waterloo, Halifax and Winnipeg get the same fixed-scope approach and one contact who replies within a business day, across time zones. In a practice with several partners, file ownership, hours and profit split are tracked transparently. The conflict check covers all partners’ files.
- English and the community languages your customers speak
- CAD, GST/HST and local levies
- Data protection under PIPEDA
Transparency between partners
Each partner sees their own files, hours and revenue share; management gets partner reports for the whole practice. When file responsibility is handed over, it is logged and the deputy is informed.
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
Partnership agreement and profit-sharing rules belong to the practice; the system reports according to the rule defined.
Frequently asked questions
Can partners see each other’s files?
Per the practice’s rule; confidential files can be restricted.
Related topics
Figures and reports
Figures and reports for law and fiduciary offices in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn moreCase files
Case files for law and fiduciary offices in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn moreConflict check
Conflict check for law and fiduciary offices in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn more