– Introducing –

Group Entity Form

Designed to bring IT together in the simplest structure for your firm, cutting down countless steps, time, and costs for both you and your client.
Many firms find the process of creating Group Entities to be somewhat troublesome, taking a significant amount of time for whomever has been assigned the task to enter client details into the PMS over, and over again.
Currently, you must:
With our form, each element of the process is completed in one screen:
Request more information

Why we do things differently?

We at Accesspoint continue to work behind the scenes to look for new ways to enhance a firm’s productivity and time management by leveraging the power and functionality of your Practice Management Solutions. 

We believe firms should have innovative technology on their side for every task at hand, to turn jobs that can take up hours of precious time into streamlined and efficient, time saving tasks. Leveraging the power and functionality of Tikit’s P4W ‘Task Panel’ functionality Accesspoint’s bespoke development team are proud to announce the arrival of our brand-new Group Entity interface designed to streamline the creation of a group entity within one simple to use Windows form. 

This new addition to our growing portfolio of automation products has been designed with your firm and its users in mind – with this one simple Windows form all the hard work is done for you! 

What are the benefits?

Enhanced user experience – The current time-consuming process of creating Group Entities can quickly lead to frustration. Our solution offers a clear benefit – it is a user-friendly form that facilitates the central creation of all individual group member entities as well as the Group Entity itself within P4W, making use of P4W’s well proven entity create stored procedure. 

Significantly reduced time – Our form has been designed to strip down the Group Entity creation process to its simplest form, by greatly reducing the number of screens, steps and mouse clicks necessary to create these more complex client structures. Your team should have peace of mind knowing that the Windows form will significantly reduce the time it usually takes to complete this task- thereby allowing fee earners to turn their hand to the task at hand – fee earning, with far less administrative overhead. 

Streamline data –Once the Windows form has been populated it’s a simple case of clicking the Create button for the magic to happen. The form then creates each individual client entity, whilst simultaneously checking for duplicates, and then creates the actual Group Entity itself adding each individual client entity as a Group Member – all of this from one. Additionally, users have the option of creating a matter and adding each individual entity to entity contacts and matter contacts (should the ‘create matter’ option have been taken).

Contact us on 020 3189 2645 or enquire below.