Logical Office adds Companies House clients in under 20 seconds
It’s now a doddle to add clients, prospects or suppliers to Logical Office direct from Companies House.
See how fast it is at https://youtu.be/npL3cdBB51w
This not only saves time, it avoids typing errors.
The search is also useful for investigating directorships and addresses.
You search by corporate name or officers.
Our new LITE version (£20+VAT per month) organises your data logically (of course) and streamlines how you send emails, write letters and send text messages – doing it fifty times faster using templates.
Working in a PAPERLESS OFFICE with a POST ROOM and easy scanning gives you a single view of all client communications.
LITE also manages all your emails by copying them to client files from Outlook – which you continue to use as usual, but knowing the status of all emails without searching or filing.
New clients add from Companies House in seconds for client on-boarding or prospecting.
GDPR is taken care of so you know the mailing status of all contacts.
Sending documents with FREE encryption takes seconds.
And with LITE, as your business grows you can add Time Recording, Mail Shots, Accounts (XERO), and Workflows to automate client reminders, Portal & E-Signatures.
Logical Office “bolts-on” to many SQL-based systems like IRIS, DIGITA, TAXCALC and CCH.
Why waste time, when you can turn it into billable hours?
LITE: light on your pocket, heavy on features!