About Group Entity Builder
Our Tool has been designed to strip down the Group Entity creation process to its simplest form, by drastically reducing the number of screens and steps needed to create it.
Group Entity Tool Features
Our Group Entity Tool significantly reduces the time taken for your users to create groups of clients and the matter; thereby allowing work to start on the matter much sooner. It enables users to complete all the required data within one intuitive screen and then click on the Create button to make the magic happen.
The Tool will automatically create each individual client entity, check for duplicates, create the group entity, and provide the option to add the group members as contacts at either entity or matter level once the associated matter is created.
The current process of going in and out of different screens means you can very quickly lose track of what has been created so far, especially if you are interrupted part way through – the one-screen function of the Group Entity Creation Tool streamlines this process.
The process of creating a Group Entity can take a long time and if there are multiple Groups to be created during the day, that adds up to a significant amount of an employee’s time. The Group Entity Creation Tool will significantly reduce this time and its simplicity affords all users the ability to use it.
The reduced time to create a group entity enables you to complete due diligence and make a start on matters much more quickly.
Benefits to you
The current process of going in and out of different screens means you can very quickly lose track of what has been created so far, especially if you are interrupted part way through – the one-screen function of the Group Entity Creation Tool streamlines this process.
The process of creating a Group Entity can take a long time and if there are multiple Groups to be created during the day, that adds up to a significant amount of an employee’s time. The Group Entity Creation Tool will significantly reduce this time and its simplicity affords all users the ability to use it.
Benefits to your clients
The reduced time to create a group entity enables you to complete due diligence and make a start on matters much more quickly.
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