In many organisations today client and transaction related information is typically scattered throughout a firm, forcing professionals to painstakingly activate multiple, disconnected applications: tracking down emails in Microsoft Outlook, finding files in their document management systems, locating finance data in billing systems, and viewing deadlines & activities in myriad of disconnected systems.

FWBS Matter Centre overcomes these challenges by providing professionals and their support staff with a comprehensive view of their clients, jobs, workloads and all related documents and reference materials, via a single click within Microsoft Office. This central approach supports how professionals actually work by contextually organizing tasks and information around work items, letting them easily view, share, manage, and act on information, seamlessly immersed inside the familiarity of Microsoft Office.

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Matter Centre provides professionals and their support staff with a comprehensive view of their clients, jobs, workloads and all related documents and reference materials, via a single click within Microsoft Office. Some of the unique features of Matter Centre include:

• Command Centre – The Command Centre provides you with an overview of the current workload at a glance, allowing staff to better manage tasks and managers to reallocate work across teams quickly and simply. Client configurable, the Command Centre facilitates the management of tasks, reviews, case milestones and appointments in a central location. It also offers the means to manage and minimise risk and monitor escalations more effectively.

• Contact and Client Management – Registering client and contact details is easy with Takeon Wizards, and role-based security functions ensure only authorised personnel can input, remove and amend client details. For extra protection, there's built-in security checking and conflict searching, as well as event logging offering greater insight into client-based activity.

• Document Assembly and Precedent Management – All standard templates such as letterheads, memos, meeting notes and file notes are all centrally stored and easily managed, allowing for case documents relating to a specific matter to be assembled quickly. Different formats including email and Word are catered for, while tools that allow for advanced filtering and automation further ensure document assembly is simple and time efficient.

• Email and Document Management – Matter Centre allows you to maintain rigorous control over email policy while gaining major efficiencies in management and practice. You can easily profile incoming and outgoing email, very simply, working the way Microsoft Outlook does, allowing firm information to be brought alive as part of the client and matter data

•  Microsoft Office Integration – Matter Centre provides the tightest integration since 1997 to the Microsoft Office Platform, being directly involved in the major product launches from Office 2003 and Office 2007 by enabling Matter Centre to run directly within Office giving you the access to information where you want it most with Microsoft Outlook or Word.

• Milestones and Task Flow Management – A management tool that provides client and departmental resource management, as well as case load review en masse, Milestones can be used to provide a prompt for fee earners, status information to the client, measurable performance targets and top level reporting on case activity.