Business Workflow Set

A set of five workflows that can be related together to cover all the services your Business clients need.

A set of five 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.

Disclaimer

The system additions, workflows, and/or document templates contained in this add-on are included as examples only, and you are solely responsible for configuring the system to meet your needs and to comply with local regulatory requirements. We update and maintain this add-on as per our third-party liaison recommendations, but cannot guarantee the contents will always remain up-to-date for your region. Actionstep and other providers will not be liable under the law of tort, contract or otherwise for any loss of profits or any indirect or consequential loss or damage, however caused, arising out of, or in connection with, the use of this add-on.

Price: Flat fee install and training plus a license fee of $2 per user per month.Author: DBC PartnersContact UsInstall