
Current Proforma Process Review
Working with your firm to understand your current prebilling process, while gaining an understanding of the intricacies at your firm. Reviewing your current paper-based proforma.
Requirements Gathering
Leveraging our team’s deep understanding of the Paperless proforma products and extracting what should be built in from your firm’s current process. Capturing requirements for configurations and customizations.
Project Management
Planning, organizing and scheduling implementation.