Client onboarding
Simplify the intake process
- Automate intake documents, email reminders, notifications and more
- Make the experience hassle-free for clients: collect data via forms and only ever enter information once
Review clients quickly and efficiently
- Identify those you can help
- Identify duplicate client profiles and potential conflicts of interest using Tessaract's global search
Engage clients remotely
- Share important documents with clients via our client portal and customisable forms
Matter Organisation & Management
Make it easy to find and review a case
- Centralise all your cases on a single platform so they’re at your fingertips
Define a clear case structure for your team
- Define milestones and tasks from a matter template: lay out the entire course of a matter from Day 1 to close
- Share these with responsible parties via Tessaract’s visual MatterTimeline
Link and save all relevant files to each case
- Securely store and access relevant emails and attachments and other documents
Task management & work allocation
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Use the Case Timeline to ensure nothing is missed
- Create and assign tasks and set deadlines so everyone’s aware
Hold people accountable
- Set reminders to avoid having to chase people up
- Manage workloads between team members
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Track task and case progress
- Receive updates as tasks are completed
- Keep an eye on outstanding items
- Avoid having to ask for progress updates
Workflow automation & digital signing
Free up your team for tasks requiring their expertise and experience.
Leverage your team’s potential
- Automate routine, repetitive work to make better use of your team’s time
Workflows that suit how you work
- Every firm is different so off-the-shelf solutions can be too generic
- Together let’s build custom workflows to turbocharge productivity
- Move quickly with our no-code/low-code workflow tools - gone are the days of hiring expensive developers to customise
Approvals
- Rule-based approvals workflows
- Multi-layered approvals workflows
- Delegation of approvals for absentees
Document management
Document assembly
- Create easy-to-use templates for instant document creation using our automation tools
- Draft documents quickly and accurately
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Filing automation
- Automate folder generation
- Automatically file away case-linked documents instantly for safekeeping and easy access
Link your email account directly
- Sync emails directly and useTessaract’s new Outlook-web plugin to manage emails (as well as set tasks and record time)
- Stay on top of all client communications, even when colleagues are away
Time tracking
8 options for recording time make it easy for your team wherever they are - office, with clients, court, home, etc.!
Multiple methods
- Including clocks,mobile app and multiple-entry forms
Fully integrated
- With billing and invoicing
- With finance for comprehensive reporting
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Complex made easy
- Simplified and streamlined
Client Portal and Communication
Fully integrated
- Make life easy for your clients - have them use the Client Portal to surface case progress, billing information, documents and more
- Use our industry-leading In-App Chat feature to communicate instantly with your clients (and remember you don’t have to enable this feature for everyone!)
No-fuss set up
- Customise your Client Portal to control:
(1) The information and elements displayed(2) Who has access and their level of access
Billing
Bill accurately and with confidence by using our automations to serve your clients better, reduce lock-up and maximise your firm’s cash flow.
Fee schedule
- Build and template quotes
- Generate personalised quotes for prospects in seconds
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Built-in fee split / apportionment
- Set up complex fee splitting structures
- Automate according to work done
- Adjust ad-hoc as each matter or bill requires
Flexibility when drawing up a bill
- Mix agreed fees and time entries and easily pull in all related time for every matter
- Nest time entries under agreed fees
Accounting
The Tessaract platform includes a fully-fledged accounting platform to manage receivables, payables, bank reconcilliations, client monies, credit control, VAT submissions and much more. Evaluate your firm's financial performance to make better management decisions AND stay compliant!
Leverage your financial information
- Make informed business management decisions
- Set business goals
Ditch multiple apps that ‘don’t talk to each other’
- Save time and money on connecting, maintaining and working with multiple applications
- Process Tessaract’s time tracking data seamlessly
Selected Highlights
- Automated reconciliation with bank statements
- Multi-currency support
- Ability to automate separate P&L reporting on multiple departments / branches / group entities
- Ensure SAR compliance
- Manage WIP ( and reduce lock-up!)
Analytics & reports
Enable data-driven decision-making at both fee-earner and management levels.
Leverage your system data
- Analyse performance data at case level and system wide
- Make data-driven business management decisions
Gather key insights
- Track KPIs across projects
- Better understand your financial position and stay on top of WIP
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Highlights
- Over 70 reports provided out of the box
- Custom dashboards based on user roles
- Custom reports, and report-builder functions to create and template reports on the fly
New Features
Feature Spotlight - Case Timeline
Meet Tessaract’s Case Timeline - cards tagged with important case elements visually displayed in chronological order.
Just imagine…
All important case tasks and elements in one place - emails, files, meetings, time entries and expenses, etc. 🤗
Feature Spotlight - Kanban Board
In this week’s Feature Spotlight episode💡, we bring you Tessaract’s Kanban Board.
A task management tool that allows you to drag and drop individual task cards between columns based on their stage of completion - ‘Open’, ‘In progress’, ‘In review’, ‘Done’.
Helping you track the progress of individual tasks AND providing new ways for you to analyse, manage and review groups of tasks.🤓💃
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Feature Spotlight - Homepage Dashboard
Introducing Tessaract’s Homepage Dashboard - customised with links to the sections of the platform you use most and headlined with colourful panels to help you track your key performance metrics, like total time invoiced, total hours billed or any metric important to you.
Built with your day-to-day in mind to save you time searching for what you need:
- Convenient links to the rest of the platform, and drill-downs to detailed reports 📊
- A handy task list ✍
- Helpful panels tracking key performance metrics 🎯
Feature Spotlight - In-app Chat
In this penultimate post of the Feature Spotlight series 💡, we bring you Tessaract’s In-app Chat - create dedicated chat channels for specific Cases or open up general conversations…
Every chat exchange is linked to the record so nothing’s lost.⛓️
Upload files, pin chats: just like having in-app Slack or Teams.
Feature Spotlight - Client Portal
In our final post in this Feature Spotlight series 💡, let’s chat about Tessaract’s Client Portal - a customisable portal for you to share with your clients so they may monitor progress of and collaborate on their cases.
Deliver an exceptional client experience on your terms:
- Control the information and elements displayed 🪄
- Control who has access and their level of access, e.g. read-only 🔐
- Enjoy a consistent collaborative process with all clients 👯
- Keep clients updated - forget “circling back”, “following up” and “apologies for chasing”. 🙋♂️🙋🏽♀️
We’re new, cloud-native, specialist and growing. We are dedicated to bringing new choice to UK law firms. Our mission is to help them grow by building software which allows them to maximise their capacity to serve existing and new clients.
We’re new, cloud-native, specialist and growing. We are dedicated to bringing new choice to ambitious professional services firms. Our mission is to help them grow by building software which allows them to maximise their capacity to serve existing and new clients.
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You’ll work with our team of experts on a personal basis to guarantee:
- A smooth onboarding and training phase to get your team up to speed with Tessaract’s next generation technology platform
- A successful transition phase, including data migration
- Ongoing support and training to ensure high adoption and usage rates and to educate your team about any new features or future changes to the platform - as we evolve and improve