Search found 11 matches

by leslie.butler
Fri Sep 11, 2020 2:39 pm
Forum: Discussions & Opinions
Topic: Billing turnaround time
Replies: 6
Views: 256

Re: Billing turnaround time

Confirmed!
by leslie.butler
Fri Sep 11, 2020 2:38 pm
Forum: Forum Announcements
Topic: Support Portal Outage
Replies: 2
Views: 68

Re: Support Portal Outage

Awesome- thank you, Mike!
by leslie.butler
Fri Aug 28, 2020 1:55 pm
Forum: Discussions & Opinions
Topic: Billing turnaround time
Replies: 6
Views: 256

Re: Billing turnaround time

My pleasure! We still have our 5 to 10 timekeepers who do not comply but the majority do. If you want to send me an email, I'll provide you a sample of our calendar that we distribute. lbutler@sealimited.com
by leslie.butler
Wed Aug 19, 2020 7:18 pm
Forum: Discussions & Opinions
Topic: Billing turnaround time
Replies: 6
Views: 256

Re: Billing turnaround time

Hi Virginia, Welcome to the forum! Thanks for posting your question here. We are in the same boat with deadlines not being met but timekeepers, but our billing team has done a good job of finishing on time. We were meeting our deadline 50% of the time prior to Proforma Tracker (PT) and now we are me...
by leslie.butler
Thu Jul 23, 2020 2:10 pm
Forum: Discussions & Opinions
Topic: Current Proforma Process for those not Live on PT
Replies: 0
Views: 589

Current Proforma Process for those not Live on PT

How are other firms processing their billing during this time? What software do you use to track billings?
by leslie.butler
Thu Jul 23, 2020 2:09 pm
Forum: Discussions & Opinions
Topic: Post Tracker Roll Out
Replies: 0
Views: 446

Post Tracker Roll Out

Looking ahead a year or two after Firm roll out, where do things stand for your tracker users now? What changes have you implemented? What are your most common complaints? Has usage dropped off or does it continue to increase? Have you found Tracker to work best for certain types of matters over oth...
by leslie.butler
Thu Jul 23, 2020 2:09 pm
Forum: Discussions & Opinions
Topic: How Have Paper Based Processes Changed
Replies: 0
Views: 437

How Have Paper Based Processes Changed

If you had any paper-based processes, how have those changed?
by leslie.butler
Thu Jul 23, 2020 1:02 pm
Forum: Discussions & Opinions
Topic: Pandemic Takeaway
Replies: 0
Views: 458

Pandemic Takeaway

What is your biggest takeaway from the COVID-19 pandemic in terms of business operations?
by leslie.butler
Thu Jul 23, 2020 1:01 pm
Forum: Discussions & Opinions
Topic: Faster Return of Proformas
Replies: 0
Views: 454

Faster Return of Proformas

As mentioned at our User Group Meeting yesterday, we shared survey results from Wilson Allen's most recent survey. The survey had a section titled, "what would you ask of your peers?". We covered four questions yesterday. We'd like to continue the discussion on the forum today! Remember- these are q...
by leslie.butler
Thu Sep 19, 2019 2:24 pm
Forum: Best Practices For Implementation & Improving Adoption
Topic: Slow Roll Out
Replies: 0
Views: 3444

Slow Roll Out

We did a slow roll out as a company. We started with two technically savvy individuals for the first two months. Once we felt comfortable with their experience, we added two offices who were already completely paperless with proformas. Each month we added two more offices until all were implemented....