ProntoForms for Finance & Legal

One of the biggest challenges of managing Finance and Legal teams is keeping on top of reporting on-the-go, in a timely manner. Whether you're in the financial or legal field, the communication of sensitive data is always a challenge. Traditional paper-based forms are time consuming, often include errors or missed fields, and frequently get lost or damaged. In addition, these forms need to be delivered back to the office, faxed back or manually entered into a computer.
 
Every additional data communication step involves more opportunity for error and lost time, creating risk and a lag before this extremely sensitive information gets back to the managers. When we're talking about items like earnings reports or witness statements, only accurate, swift results will do.

ProntoForms enhances overall on-the-go organization and efficiency, by improving data collection quality and speed in the field. No matter if you're in finance, accounting or a law related field, we eliminate costly printed forms, manual data entry and wasted trips. Simply put, ProntoForms improves the efficiency and quality of your financial or legal firm, saving you money.
 

• Enter and modify statements remotely to share with the team balance sheets and Invoice management

• GPS and time stamp on mobile forms, for better visit record keeping

• Capture signatures on mobile forms

• Export and connect data capability

• Multiple form folders available for different teams on the go

• Smart forms that connect to the back office, look-up tables with your rate lists, additional client profile information

• Vehicle reports, team hours, mileage, and expenses

• Monitor all field activities and data entries in real-time with web dashboard!

Compatible with:
Android™, Apple iOS (iPhone + iPad), BlackBerry®, HP webOS, Windows® Phone, Microsoft Internet Explorer, Firefox, Safari, Opera and more!