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.
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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.
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