File number
Save time.
Hotel feature
Case files: for law and fiduciary offices
Documents, correspondence, deadlines and hours gather in one folder under the file number. The responsible person and status are always visible.
- German, French, Italian and English
- CHF, VAT and tourist tax
- Data protection under revFADP
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.
Swiss 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 analysed and carried over as faithfully as possible.
Related topics
Deadlines and reminders
Every deadline is assigned to a person and a deputy; warnings go out as it nears and when it is overdue.
Learn moreClient record
Contacts, files, notes and bills gather on the client record.
Learn moreArchive and retention
Closed files are archived for the period the practice sets and access is restricted.
Learn more