GreenLight’s Client Portrait®

 
 

GreenLight

Calendar, Client, & Case Control

From A to Z®


GreenLight Gets You Going...

...Fast, Flexible & Friendly


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Notice—Things Change

Life is constantly changing. Moreover, no general discussion can incorporate all the specific facts of your particular situation. Consult an experienced organizational consultant for particular questions.

 
 

GreenLight® Software

GreenLight Gets You Going...
...Fast, Flexible & Friendly
TM

Calendar, Client, and Case Control From A to Z®

______________________________

Client Portrait® v2

Client Control From A to Z®

__________________________

Don't just struggle to survive, know your market and flourish. Client Portrait is designed for organizing hierarchical organizational data: personal contacts, their secretaries, parent and sibling corporations, subsidiaries, affiliated businesses, partnerships, sole practitioners, trusts; name changes, mergers & acquisitions.

Know who can make corporate decisions. Track clients and prospects by industry groups. Readily accommodates foreign entities, multiple phone and long E-mail numbers. Available user-defined fields, GreenLight open architecture, Helix ease and flexibility.

Recognize your referral sources, know written representation agreements need to be updated. See who's related to whom-clients, potential clients, former clients, adverse parties, government officials, vendors. Set a warning flag for adverse parties, difficult people, and other problems.

Expandable options, for small to medium firms as well as solos and large organizations.

Data Fields Include:

•Name-First, Last, Full, Nick

•Case

•Gender

•Multiple Address Lines

•Foreign Country

•Phone, Fax, Cell, Web, More

•Long Email Address

•Corporate Form

•Referral Source

•Birthday

•Industry

•Engagement Letter

•Billing Rates, Credit Card Number

•Multiple Tags for Custom Defined Groups

•No Mail Flag, Private Comments

•Customizable Fields and More

Relational Database Linkages:

•To Cases

•To Matters

•To Other Clients

•People, Businesses, Counsel,

•Adverse Parties

•Government Officials

Other Features:

•Famous Helix Data-Based Enviornment

•Flexible Reporting; Fixed & User Defined Sorts

•Open Architecture

•Relational Client-Server

•MultiUser Licenses Available

GreenLight thirty-day moneyback guarantee our products to work as we describe them.

Daniel Kegan, President

Élan Associates

79 W Monroe St #1310

Chicago IL 60603-4931

elan - at - keganlaw.com


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