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    Hi Dottie, We use it for time entry, billing. We do not use it yet for workflow. We are currently using XCM and their workflow it not there yet. They have a user group together now to build the workflow to something capable to XCM so we are part of that group. The CRM came out after we migrated two years ago and to date just have not had the time/capacity to implement that. I would request a demo from Star. We also looked at Practice Engine, Thompson Reuters practice and also CCH PM (which is what we had before). CCH PM was basically the same program but in the cloud. If you would like to discuss in more detail just send me an email and we can set up a time to speak. jstamm@dbllp.com
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About Dottie Leonardi

Basic Information

About Dottie Leonardi
Location:
Philadelphia
Title:
COO
Firm Name:
Drucker & Scaccetti
Number of Employees:
75
Number of Offices:
2

Statistics


Total Posts
Total Posts
133
Posts Per Day
0.07
Visitor Messages
Total Messages
1
Most Recent Message
01-29-2019 10:59 AM
General Information
Last Activity
06-18-2019 07:59 AM
Join Date
11-22-2013
Referrals
0