AdminGuide Enterprise
An organized workspace for every case and every member of your team.
Centralize client cases, prepare documents, collect signatures and coordinate your team in a shared workspace.
From first contact to completed case
1
Centralize the case
Keep contact details, related people, documents and the internal journal together.
2
Prepare documents
Use your Word and PDF templates, fill supported fields, review the output and prepare signatures.
3
Coordinate your team
Assign tasks, follow deadlines and review recorded payments and reports.
Access designed for teamwork
- Role-based access and separate workspaces.
- Business information and documents encrypted on the server.
- A client portal for explicitly shared cases and files.
- Client files hosted in Canada; some authentication, email and processing providers may operate outside Canada.
A demonstration built around your documents
Compatibility depends on document format and structure. We review the templates and workflows your team needs, along with storage and team size. Client payments are recorded for tracking; online collection of those payments is not integrated.
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