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CCH Software User Documentation

CCH Practice Management: Consultancy

This consultancy is suitable for Partners and Managers who wish to implement the risk management and efficiency features of CCH Practice Management.

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. This consultancy is designed to run onsite or online over two sessions up to 3 hours each, and may include some or all of the contents to the appropriate level in the time available.

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

Example Consultancy 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

All participants should have a good understanding of CCH Central. Need access to your system and up to date version software.

Note: This is a practical interactive course designed to run over two sessions onsite or online up to 3 hours each.

Useful Resources 
 

 

  • eLearning courses - online courses that provide you with an overview and insight into our software
  • Bitesize videos - that explain small focused areas of our products
  • Webinars - sessions for you to attend and learn from

 

 

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