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  • Practice Management Systems

  • Human Resources Systems

  • Document Management Systems

  • Business Data Providers

    • Practice Management Systems
    PMS

    Profile the Clients Value to the firm

    Historically the most common type of integration required by InterAction customers, providing an up to date snapshot of the financial situation of a client and their value to the firm.

    This process automates the creation of new client contacts in InterAction and updates existing client information.

    The data brought in can facilitate financial related searching and categorisation such as ranking.

    The process can be configured to generate alerts and notifications, for example, if certain financial thresholds are reached.

  • Elite
  • Aderant
  • Axxia
  • Others
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    DELIVER THE BIG PICTURE

    Share data from disparate internal systems along with external providers to create a comprehensive contact overview.

    Slice, dice and transform the data into statistical information or functional objects such as relationships.

    Grant Select has over 10 years experience of designing robust modular systems execute automatically.

    We will also provide the level of support you require to ensure smooth and hassle free operation.

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