With Fastlegal Agent, you can streamline your workflow and save time on administrative tasks, such as managing documents and tracking deadlines.
-
Time-saving and efficient -
Streamlined Client Communication Stay connected with your clients and keep them up to date with automated reminders and notifications through Fastlegal Agent."
-
Auto generated bills With Fastlegal Agent's task-based billing feature, you can ensure accurate and timely billing for your services.
Features
Automated Task Management
organize tasks based on clients and due datesto prioritize and manage workload.
- System generated tasks
- Auto assignment to concerned staff
- Track task status.
- Our system is updated with govt.
- Monitor staff’s progress.
- notifications regarding return dates
Reminder to Clients
set up automatic reminders and notifications for your clients via email and WhatsApp
- Client get notified well in advance about due dates
- Check client wise task status
- Return overdue client list for follow-up
- Follow-up mails for clients who missed due dates
- Payment reminder to clients
Invoicing and Billing
- Auto bill for task completed or generated
- Customized billing templates.
- Recutting billing schedules
- Track billing history
- Mail/WhatsApp bill to clients
Reporting and Analytics
- Analyze your practice’s performance
- Take data driven decisions
- Track revenue, expenses & profitability
- Track performance of team members
- Export data to excel,CSV or other formats
Document/ DSC IN & OUT Record
- Simplified process to track physical movement of documents/DSC.
- Keep track of important files
- Determine status of each document/DSC
- Keep record of who took document/DSC
- Time and date of document/DSC check in or check out
Accounting and Bookkeeping
- Auto accounting entry of bills and receipts
- Financial reports e.g., balance sheet, trial balance and Profit and loss account
- Expense tracking
- No need of any other accounting software
- Tax compliance reports
Effortless data migration
- Import client or services
- Predefined excel template for data import
- Eliminate duplication
- Reduced manual work
Straightforward setup
- Enter firm details.
- Configure tax information.
- Configure client tax return filing frequency, where applicable
- Make settings for staff users
Why Us?
Transform the Way You Work
Comprehensive features
Fastlegal Agent offers a wide range of features that cater specifically to the needs of CA, CS, and tax practitioners.
Security and compliance
Fastlegal employs the best cloud infrastructure to make sure your data is secure and inherently compliant. Multiple security layers and backups ensure system resilience and protected from threats.
Guaranteed uptime
Always up and running, Fastlegal's technology matches your speed and scale with auto-scalable and extendable infrastructure. With 99.5% assured guaranteed uptime.