File owner
Clear and fast.
Star category
Multi-partner practice: for law and fiduciary offices
In a practice with several partners, file ownership, hours and profit split are tracked transparently. The conflict check covers all partners’ files.
- German, French, Italian and English
- CHF, VAT and tourist tax
- Data protection under revFADP
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.
Swiss 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
Billable hours, collections and open deadlines appear on one screen.
Learn moreCase 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 more