2014 Review of Practice Management Workspace by Office Tools Professional

Best Firm Fit

Small to mid-sized practices who need an integrated tool which will help them manage clients, documents, appointments, and staff productivity.  Firms who need to free up the time of partners and managers by giving the junior staff and paraprofessionals the information they need to effectively follow up on outstanding items and issues with clients.

Strengths

  • Office Tools Professional is one of the few developers that combine practice management, document management, project management, in-firm instant messaging, and customer relationship management (CRM) into a single integrated application.
  • A new secure instant messaging feature (AIMI) allows users to communicate inside the firm through the product’s interface.
  • The application has been revised to provide a more granular permission structure and other changes required by those who are governed by FINRA regulations.
  • The product’s Outlook Sync will automatically move inbound client e-mails to the proper folder based on the e-mail address of the sender, and its Acrobat add-in simplifies markup of PDF documents.

Potential Limitations

  • Implementing CRM tools is a significant culture change which usually requires organizations years to fully accomplish, so firms should carefully plan out their change management strategy, goals, and training plan before the product is implemented.
  • Practice Management Workspace may not be the best fit for those who only want simple document storage, and users who do not wish to use the other integrated features of the product.

 

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