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Firm Central lets you accomplish more for your clients with less effort and stress. It's the new, mobile-enabled, securely hosted practice-management tool for solo and small firms from Thomson Reuters.
Client Portal – Securely communicate with your clients without ever leaving Firm Central!
Your clients can:
Look for Client Portal in your Firm Central account in February.
Practical Law™ Integration – Practical Law is now accessible via the Firm Central homepage. Save Practical Law content directly into Firm Central.
Custom Forms – Now you can automate, save, and share your firm's forms directly from Firm Central.
Tasks on Mobile – Tasks can now be added, edited, deleted, and marked complete on mobile devices.
Client Groups – Now you can create client groups that can be used to attach multiple clients to a particular matter. You can also assign more than one client to a matter.
Inactive Users Tab – If a user has left the firm, you can set them as inactive and they will only show up in certain situations.
Add Users to Matters – In Admin mode, you can now add a user to all or multiple matters.
Sort By Filter – Your "sort by" filter will now be retained on subsequent visits to the page.
Want to learn more about these new Firm Central features? Contact your account manager at 1-800-328-0109 for more information or to request training.
For complete details, please contact your Thomson Reuters representative.