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Clientware Pro Case Study

BME+Partners logo

BME+Partners, Chartered Accountants is the sixteenth largest firm in British Columbia's Lower Mainland. They have been running Clientware Pro since January 2002. Clientware Pro has helped them:

Increase chargeable hours
BME can now record time and disbursements from anywhere in their system.

Increase recoverability
BME now bills WIP immediately - without the worry of month-end batches.

Increase collection
BME now bills their clients as soon as work is complete, so completed work is still fresh in the client's mind.

Improve financial management within the firm
BME measures recovery rates by clients, staff, industry and partner.

Improve workflows within the firm
The Tasks feature allows BME to assign and track all work.

Improve communication with their clients
Mailings are created for all BME's clients, and are sent by email or postal service.

Identify Potential Conflicts and Relationships
BME records all known direct and indirect relationships between its clients and contacts in the system.

Make client and other information more readily available to its staff
A centralized database holds all information required by BME without duplication in other locations.

Cut down on wasted time searching for key information
BME can now find key information on clients using links to client files.

 

 

 


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