Business Workflow SET
A set of 5 workflows that can be related together to cover all the services your Business clients need.
Business Umbrella
Formation
Contracts
Purchase
Sale
Every Business Client has an Umbrella Matter opened. As the Business client hires you for different services (over time) the appropriate matter type is opened as a related matter to the Umbrella.
In this manner, you can have multiple engagement types for the same Business Client running at the same time. For example, you may have a Contract matter and a Formation matter running simultaneously.
Use Actionstep's consolidated billing feature to bill for all matters for the same Client in one invoice.
Use the contact form for more information and pricing.