CCH Practice Management: Consultancy

Overview

Our bespoke consultancy involves working together with our customers to meet their specific requirements for CCH Practice Management. During the session we will work together to increase efficiencies, which will have been discussed in a pre-call with your assigned consultant.

Key Objectives

To investigate your needs, wants and future expectations
To review relevant processes
To advise on the best use of the functionality
Assist with any revision of firm's standard processes

Course Contents

Session One

Homepages
Multi-currency
Word Billing Templates
Bill Processing and Cash receipting
Billing authorisation
Billing Paragraphs
Debtor Management Reporting

Session Two

WIP Management Reporting
WIP and Fee Budgets
Disbursement processing
Task permissions relating to these features
Data Security
Client/Assignment/Extra Field security
Amending firm's procedures to take into account these changes

Note: Please note the consultancy contents above are examples only. Your consultant will contact you to agree an agenda for your requirements.

Pre-requisites

Attendees should adhere to the Training session Guidelines.

All attendees should have a good understanding of CCH Central

Access to up to date version of software.

Who is this course designed for?

Partners and Managers who wish to implement the risk management and efficiency features of CCH Practice Management

Useful Resources

eLearning courses - online courses that provide you with an overview and insight into our software
Bitesize videos - Compliance and Non-Compliance - showing you how to use features (and also some specific focused areas) of our software
Webinars - sessions for you to attend and learn from