"Instant access to project information empowers us to deliver better client service."
Client Service
Because XCMessential captures all relevant project data, you can instantly search, sort, and analyze that data to help you effectively manage your practice. The search page lets you easily view real time information on the status of a particular client project or all work in progress, empowering you to deliver more responsive client service.
Flexible search parameters give you the ability to narrow your search to a particular type of task or by a particular status point, so you can check on the progress of your extensions. Or, if a staff member is unexpectedly out for an extended period, you can instantly view everything that person is working on and reassign time-sensitive items, if necessary.
A suite of customizable report templates lets you gather up-to-the-minute information on due date compliance, workload summaries for capacity planning, and firm metrics, saving you time gathering information from disparate sources and empowering you to better manage your practice.