Forget the hype and the dispute about whether this
is attainable or even desirable. Instead just imagine what your business
would be like if you no longer had 90% of the paper you currently
generate & receive.
Being Proactive rather than Reactive improves customer
Reduced Storage Costs
Control Procedures and Electronic Storage results in increased use of
Email, less postage and reduced costs
Increased Security – reduced reliance on paper files that
obviously aren’t “backed-up” and are a fire hazard
contribution to a Greener World
resulting in Improved Profits
Unlike other products that simply deal with document
generation and document scanning Rapport tackles every aspect of
Document Management . . .
- Document Generation
Word documents, Excel spreadsheets
- Document Scanning
We’ve yet to encounter a scanner that
doesn’t work with Rapport. Scan to TIF, PDF, MDI
- Application Generated
Save a copy of every document, e.g.
Invoice, Accounts, Tax … as a PDF
Outgoing & Incoming. Use E-merge facility,
(Email Mail Merge), and save £££’s compared to hard copy costs
- Notes & Reminders
No need for Post-its
- Diary & Events
Not simply a Diary but an Event Manager
too and the unique Two-Way View means that you can see every
appointment, note & reminder via the client file too
- Telephone Recording
Avoid the need for detailed notes – record
a conversation and save it as an MP3 in the client file. You can
even email it to the customer/contact.
Use the above as a Check List when comparing Rapport
to other products costing up to 5 times as much.
What Size Firm
Rapport is used in small, medium and
large businesses throughout the UK. It enables staff to build a rapport with
clients through the sharing and management of client information across
Is It Really Easy
If you and your staff are used to working with Microsoft Word or Office,
they will feel comfortable with Rapport from the start.
How Does It Save Money?
In several ways. Overall, it increases efficiency and businesses report
major savings in administrative time.
Rapport supports the administrative function so that if a member of the
team is away, it provides an automatic letter writer.
The system automatically saves the work away into the relevant client
file so finding it at a later date presents no problem.
Rapport automates routine tasks such as bulk mailings. There is no need
to mail merge letters – Rapport does it for you and cuts the time spent
on producing end of year letters from weeks to days.
Savings are also reported in phone costs. Because Rapport provides
comprehensive client information on screen instantly, partners feel
confident enough to take a client call straight away and no longer have
to return the call when the file is front of them.
In a Nutshell
Focuses on the client
Automatic letter writer (using Microsoft
Notes and reminder feature allow notes to
be typed up as a phone call is taken
Advanced search facility through fields
Comprehensive list of client
correspondence on-screen instantly
Cross referencing between clients is
Documents are stored automatically in
client file in date order
Complete, secure audit trail for
Automates complete mail merge routine,
including E-mail merge
E-mails clients instantly by connecting
to your email software
E-mails documents to clients simply by
clicking one button
Document archiving and retrieval
Existing data sources may be used to
import into Rapport
Additional client data may be used to
produce powerful reports
Business Diary with unique two way view
Rapport data can be exported for usage in
Automatic updating link to Accord
(Practice Net’s accounts production software)
QMS Tax and Digita Contact Manager
Favourite Client list can be stored
Favourite Item list also available
Optional Document Scanning module for a
more complete correspondence file
Optional access to Diary Module via
Importing of spreadsheets into the client
32bit Windows software product including
Available as standalone or networked versions
Requires Microsoft Word 2000 or later to be installed
Microsoft Windows 2000/ XP or Vista
Minimum hardware requirements: -
Pentium Processor with 512MB RAM
A screen resolution of at least 800 x 600 pixels