Does your software tick all the boxes?

Most vendors will regale you with an impressive list of features when they demonstrate their product – but the devil’s generally in the detail. Drill deep to find out just how good even simple features really are. Some examples…
ContactsContactsLawOpposition
Multiple user-defined contact numbers and email addresses
green-tick
Relates individuals with entities and other individuals
green-tick
Inherits data from related entities or individuals
green-tick
Interrogates the Australian Business Register and imports ABNs on contact creation
green-tick
Defines preferred salutations for each contact (eg. first or last name, title etc)
green-tick
Tracks referral sources (individuals or other – Google, Yellow pages etc)
green-tick
Preferred contact method highlighted
green-tick
May be tagged for group mail outs, sorting by industry etc
green-tick
Maintains bank account details to permit EFTs without re-keying data
green-tick
FilesContactsLawOpposition
Key data logically displayed and accessible from one Summary screen
green-tick
Inherit data from Contact
green-tick
Sort by department and workgroup
green-tick
Assign roles to team members, clients, opposition, third parties
green-tick
Automatic distribution (to clients and team members) of incoming documents
green-tick

Optional grouping under 'Master client' for consolidated reporting
green-tick
Smart user-definable capture fields triggering defined activities when populated
green-tick
Displays future tasks and appointments
green-tick
Lists all contacts related to file activity including third parties
green-tick
Hyperlinks (one click) to all related files, contacts, documents and financial ledgers
green-tick
Telephone integrationContactsLawOpposition
Telephone contacts by clicking on a hyperlink wherever they appear
green-tick
Automated journaling (timing and billing) of incoming and outgoing calls
green-tick
Announce the names of incoming callers and related files
green-tick
Supports on-screen transfer of calls
green-tick
Time recording and billingContactsLawOpposition
Automated journaling of reading, editing and finalising documents
green-tick
Automatic journaling of user-defined fixed charges
green-tick
Bills can include fixed-price and timed services
green-tick
Integrated trust transfer authority
green-tick
Automatic billing of WIP and disbursements
green-tick
Automatic SMS or email reminders of overdue bills
green-tick
AccountingContactsLawOpposition
Links to authorising document for every transaction
green-tick
Integrated small business payroll
green-tick
Income and expense reporting per workgroup/department
green-tick
SecurityContactsLawOpposition
Access privileges customisable to departments, workgroups, files and documents
green-tick
CalendarContactsLawOpposition
Calendar integrated with task creator, journals, SMS reminders and other features
green-tick
Calendars can be viewed on mobile devices
green-tick
New releases and supportContactsLawOpposition
Free access to new software enhancements
green-tick
Direct access to developers for feature requests
green-tick