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Zeidler group

OPERATIONS

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Zeidler group

OPERATIONS

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Zeidlergroup

OPERATIONS
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NAVIGATION▶
🏠 Dashboard 🏢 Client Accounts 👤 Contacts
CASE MANAGEMENT▶
📁 Cases 📊 Case Reports
TRACKING▶
⏱️ Time Tracking 📊 Time Reports 💰 WIP Tracker
ANALYZE▶
⚖️ Law Performance
INVOICE MANAGEMENT▶
💳 Invoices
AGREEMENTS▶
📑 Agreements 📨 Requests 📖 Clause Library 📊 Agreement Analytics 📂 Document Library
DUE DILIGENCE▶
📋 Client DD on Zeidler
PROCESS AGENT▶
📋 Requests 📜 Appointments 🏢 Clients 💳 Invoices
BUSINESS DEVELOPMENT▶
📊 BD Overview 🏗️ Pipeline ✈️ Travel, Meetings & Events ▲️ Cross-Sell Opportunities 🤝 Collaboration Partners ✉️ E-Mails ⭐ References 💼 Revenue Credit 🔍 Market Intelligence
PRODUCTS & FEATURES▶
🛠️ Overview ✉️ E-Mails
MARKETING▶
📣 Marketing
PERSONAL▶
⚙️ My Settings 🔁 My Reviews 0
SUPPORT▶
❓ Help & Support
SYSTEM▶
🛡️ Admin Console
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Case Management

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Case Management

Manage cases, assign teams, and track progress

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⏱️

Timer

Track time entries and manage your daily work log

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📊

Time Reports

Analyse time data with detailed and summary reports

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📑

Agreements

Create, review, and manage client agreements

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💳

Invoices

Generate and manage client invoices and billing

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📈

BD Pipeline

Track opportunities and business development activity

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📣

Marketing

Campaigns, emails, LinkedIn, lists, consent and analytics

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✨

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