An organized way to manage referral partners and their leads is to keep a record for each partner, link every referred lead to the partner who sent it, follow the lead through the sales pipeline and share regular updates with partners about the results. In Jestor, partners and leads are
To organize recurring billing and payment follow-ups for service clients, record each client's fee schedule, send the monthly billing data to your ERP where invoices are issued and follow overdue payments on a collection board with standard reminders. In Jestor, fee schedules and follow-ups are organized
You can track power of attorney and authorization documents with expiry dates by registering each document with client, scope, issue date and expiry date, attaching the signed file and reviewing a list of documents that will expire soon so renewals are requested in time. In Jestor, authorizations are linked to
A reliable way to manage document versions and reviews before sending to clients is to store every version of a deliverable in one record, route it through defined review steps, record each reviewer's comments and approval and send only the approved version. In Jestor, document versions and reviews
To track client requests and response times, bring every client request from email, WhatsApp and forms into one queue, assign an owner and category, set response targets and measure how quickly each request is answered and resolved. In Jestor, requests become tickets with SLA tracking, and dashboards show response times
You can manage staff workload across several client engagements by recording each person's available hours, assigning tasks and engagements with estimated hours and deadlines and comparing assigned work with capacity in a weekly dashboard. In Jestor, people, engagements and tasks are connected, so managers see who is overloaded
An effective way to keep consulting engagements on scope and on schedule is to define deliverables and milestones at the start, track hours and progress against the plan, register every client request outside the agreed scope as a change request and review status with the client regularly. In Jestor, engagements,
To handle fee proposals and engagement letters efficiently, use approved templates filled with data from the prospect and the scope discussion, route proposals with special pricing for internal approval, track each proposal until accepted and store the signed engagement letter with the client record. In Jestor, proposals move through a
You can manage case files and deadlines in a small law office by keeping one record per case with parties, documents, history and responsible lawyer, registering every deadline in a shared calendar and creating tasks with owners well before each date. In Jestor, cases, deadlines and documents are connected, so
A practical way to track billable hours by client and project is to have every professional record time entries linked to a client, project and activity, apply the right rate automatically, review the entries before billing and send approved amounts to the billing system. In Jestor, time entries, rates and
To track filing deadlines and send reminders to clients, register each recurring deadline for every client in a central calendar, create internal tasks well before each date and send clients reminders about the information or approvals they must provide. In Jestor, deadlines, tasks and client communication are connected, so the
You can collect documents from clients and chase missing items by sending each client a clear list of what is needed and a link to upload files, checking each item off as it arrives and sending reminders only for what is still missing. In Jestor, document requests are linked to