Contacts and addresses
At every step.
Hotel feature
Client record: for law and fiduciary offices
Contacts, files, notes and bills gather on the client record. The conflict check starts from this record too.
- German, French, Italian and English
- CHF, VAT and tourist tax
- Data protection under revFADP
Seeing the client on one card
For company and individual clients, related contacts, representatives and affiliated companies are recorded; all files and bills open from the record. The record also feeds the conflict search before a new mandate.
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
Client data is processed with Swiss data protection rules in mind; access is role-based and changes are logged.
Frequently asked questions
Does a client appear across several files?
Yes; one record, many files: all files are listed from the record.
Related topics
Case files
Documents, correspondence, deadlines and hours gather in one folder under the file number.
Learn moreConflict check
Before a new mandate, parties and related persons are compared with existing files.
Learn moreClient portal
The client logs into the portal, sees her file’s status, uploads documents and downloads bills.
Learn more