FirmLoop
Everyday you manage clients, people and resources.
We help you do this, better.
Your Problem
Today, you face a multitude of challenges / problems around the following key issues:
!  Single Face of the F...
Key Facets of the Problem
Your problems have two key dimensions:

‘Customer Satisfaction’

and

‘Team Productivity’

Ensur...
The Solution – FirmLoop
6 basic pillars, which support both your goals – Customer Satisfaction and Team Productivity
Custo...
1. Client Management
Feature

Outcome

1. Client database to store client
information

1. Client context never needed. Poi...
2. Task Creation & Tracking
Feature

Outcome

1. Create tasks with specification and
related documents

1. Find all task r...
3. Resource Allocations

Feature
1.  Create resource database
2.  Track allocation based on
availability and expertise

Ou...
4. Document Control

Feature

Outcome

1.  Upload, store and discover task
related documents of all clients in
an organize...
5. Invoicing

Feature

Outcome

1.  Automated invoice generation
based on preconfigured rates

1.  Never forget to raise i...
6. Analytics

Feature

Outcome

1.  Product wise and client wise
graphs showing the revenue
generated through different
pr...
Features
In addition, you get:
! Can be used from any device – laptops, tablets, smartphones
! Human centric design for UX...
One more thing...

Create task templates to reuse them in future.
Save time.
Outcome
!  Satisfied Customers
!  Timely Task Delivery
!  Better Resource Utilization
!  Accurate Accounting
!  Increased ...
User Schema
Admin

Team
Manager
1

Team
Resource
1

Team
Resource
2

Team
Manager
2

Client
Manager
1

TR 3

TR 4

TM 3

C...
Let’s Talk About Getting You on FirmLoop

www.firmloop.com
contact@firmloop.com
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FirmLoop Brochure

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Introduction to FirmLoop - A tool for management of teams, resources, documents - both internally and client facing. Designed for small - medium sized enterprises.

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FirmLoop Brochure

  1. 1. FirmLoop Everyday you manage clients, people and resources. We help you do this, better.
  2. 2. Your Problem Today, you face a multitude of challenges / problems around the following key issues: !  Single Face of the Firm for Clients !  Mangaging Resource Allocations, Efficiently !  Task Management – Creation, Progress Tracking, Follow ups !  Managing Collaborative Projects – Internally, with Clients !  Document Version Control !  Invoicing & Tracking Accounts Receivable
  3. 3. Key Facets of the Problem Your problems have two key dimensions: ‘Customer Satisfaction’ and ‘Team Productivity’ Ensuring these two, is critical to the continuing success of your firm. FirmLoop helps you establish this. processes, using very simple tools, to achieve
  4. 4. The Solution – FirmLoop 6 basic pillars, which support both your goals – Customer Satisfaction and Team Productivity Customer Satisfaction Team Productivity o  Client Management o  Task Creation & Tracking - Internal o  Task Creation & Tracking - External o  Resource Allocations o  Document Control o  Document Control o  Invoicing o  Analytics o  Invoicing
  5. 5. 1. Client Management Feature Outcome 1. Client database to store client information 1. Client context never needed. Point of Contact always has entire background info & history at fingertips 2. Invoice generation basis customized pricing / deals given to each client 2. Never face issues of ‘wrong’ invoices / rates to clients 3. Feedback Gathering 3. Simple models to increase quantity and quality of feedback gathered from clients
  6. 6. 2. Task Creation & Tracking Feature Outcome 1. Create tasks with specification and related documents 1. Find all task related documents and notes at one place & never lose context 2. Allocate resources based on availability and task priority 2. Maximize resource performance and profit 3. Monitor task status at various stages 3. Ability to complete tasks on time and allocate resources based on task priority / status
  7. 7. 3. Resource Allocations Feature 1.  Create resource database 2.  Track allocation based on availability and expertise Outcome 1.  Make sure right resources are working right projects in real time 2.  Maximize profit based on resource performance allocation
  8. 8. 4. Document Control Feature Outcome 1.  Upload, store and discover task related documents of all clients in an organized manner. 1.  Save time on documenting client & task related files 2.  Share document files with clients and teammates. 2.  Facilitate and encourage collaboration & enhance and simplify client involvement
  9. 9. 5. Invoicing Feature Outcome 1.  Automated invoice generation based on preconfigured rates 1.  Never forget to raise invoice for all your services 2.  Invoice report to analyse revenues 2.  Identify product/service contributing the most to revenues / most in demand etc.
  10. 10. 6. Analytics Feature Outcome 1.  Product wise and client wise graphs showing the revenue generated through different products 1.  Enables identification of high paying product / client and focus on them to increase ROI 2.  Team wise and resource wise graphs highlighting no of man hours and revenue generated by each team and resource 2.  Helps you track group and individual level performance of resources. Time spent and the revenue generated.
  11. 11. Features In addition, you get: ! Can be used from any device – laptops, tablets, smartphones ! Human centric design for UX / UI ! Automated notifications ! 256 bit encrypted data. Store your documents where YOU choose.
  12. 12. One more thing... Create task templates to reuse them in future. Save time.
  13. 13. Outcome !  Satisfied Customers !  Timely Task Delivery !  Better Resource Utilization !  Accurate Accounting !  Increased Productivity !  Better ROI
  14. 14. User Schema Admin Team Manager 1 Team Resource 1 Team Resource 2 Team Manager 2 Client Manager 1 TR 3 TR 4 TM 3 CM 2 Client Team Member 1 Client Team Member 2 ...... CTM 9 …. TM: Team Manager; TR: Team Resource CM: Client Manager; CTM: Client Team Member
  15. 15. Let’s Talk About Getting You on FirmLoop www.firmloop.com contact@firmloop.com

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