Ideal workflow models are derivative of effective working habits

A highly configurable efficient platform specifically designed for agile organizations focused on the delivery of effective quality client services. Designed to support medium to large environments through the various native business processes involved in daily operations, Acumin is a robust professional services automation solution, streamlined with “best practice” configurable implementation models for efficient office-wide deployment and cost-effective product adoption. This robust solution is further enhanced with valuable metrics, analytics and reporting tools for clear performance management.

Acumin features and tools:

Practice Management and Capturing Time:

Acumin provides an intuitive and efficient approach to data entry and resource management using standard MS-Windows® functionality to support comprehensive practice management and time entry models encouraging users to capture key information regardless of their workspace. Employ the many tools designed to facilitate data management, enabling “Firm” focus on professional services rendered rather than of data administration requirements.

- Use “To-Do”, workflow frameworks and avoid missed deadlines.

- Synchronize emails, agendas, tasks and contacts and eliminate redundant data entry.

- Capture time, record your activities, add notes to files or trigger new tasks without the need to changing your screen.

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Improve the firm’s ROI by providing clarity into matter status and profitability models regardless of profit center accounting requirements; effectively capturing time spent and disbursements incurred on the client’s behalf, successfully managing allocated resources, regularly reusing intellectual property, increasing the utilization of professional teams and improving access to detailed metrics for in-depth analysis. Small changes in productivity and workload levels lead to significant improvements to the bottom line.

Data Search and Conflict of Interest Management:

Acumin includes a powerful and feature rich search engine for quick and meaningful search results with drill down capability. Potential legal or business conflict results are stored on a cumulative basis for future referencing thus eliminating unnecessary printing and reducing physical storage requirements.

Acumin also provides the firm with a provision to comply with the Know Your Client rules (Canada) or Red Flag (USA). This allows for firms to perform the due diligence that must be performed to identify their clients and ascertain and store relevant information pertinent to doing financial business.

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Marketing and Contact Relationship Management (CRM):

With Acumin, users will store and track information on relevant relationships for a comprehensive approach to person and entity management. Track contacts, vendors, referral sources and clients on the same database and implement “best practice” automated CRM processes. Use important dates and CRM notes concepts for an interactive client-centered approach and invoke effective operational tasks leveraging person and firm information for optimum results.

Our clients plan and manage individual, practice group, office and firm-wide marketing tasks and events while successfully evaluating their cost-benefit and final outcome.

Revenue Management Opportunities:

The application includes a myriad of features and options for the efficient and effective application of revenue management opportunities. Time entry and invoicing tools enable intuitive workflows and electronic approval processes for effective billing practices while providing decision-makers with exception based reporting on missed opportunities on the timely management of budgeted revenue flows. In addition offices and users have full control of the process in which they capture time and the manner in which the invoice details are presented to their clients for optimal docket-to-collection cycles and recovery of time and disbursements invested.

Banking and Trust Management;

Reduce costly inefficiencies by improving banking processes relevant to the timely collection of accounts receivable, the opportune payment of accounts payable, the sensible execution of on-demand third party client disbursements and the effective management of trust fund activity.

Whether the organization transacts using cheques, credit cards and /or e-banking software, save time and resources by eliminating redundant data entry and streamlining pertinent processes. Acumin includes highly automated workflow models in support of the firm’s banking requirements, maximizing enhanced cash-flow opportunities for collections and payments. With Acumin, our clients take full advantage of trade credit and effectively manage timely receipts for optimum control of their liquid assets.

Multi-Office, Multi-Currency Profit Center Accounting and Financial Management;

Acumin includes automated general and trust accounting functionality for production level activity. With a “best-of” approach to chart of accounts design and financial statement models, accounting users will be able to easily navigate through the requirements of multi-office, multi-currency profit-center accounting, apply foreign currency models, use standard templates for recurring production based accounting operations and analyze financial transactions for timely and cost-effective decision making.

Human Resource Management:

Acumin provides firms with effective human resource management tools leveraging production level information for timely reporting on workload in relation to the development of key talent. Track HR information, assess participation or use of health and wellness programs, invoke ongoing performance evaluation processes, implement absenteeism and vacation management tools, manage the recruiting process, oversee benefit program enrolment and automate a myriad of human resource management activities for timely decision making.

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