Tessaract.io

Features and Functions of Tessaract include: 

Client Onboarding
Automate intake documents, email reminders, notifications and more. Identify duplicate client profiles and potential conflicts of interest using Tessaract's global search.

Client Portal and Communication
Clients can use the Client Portal to surface matter progress, billing information, documents and more.

Matter Organisation & Management
Define milestones and tasks from a matter template: lay out the entire course of a matter from Day 1 to close. Share these with responsible parties via Tessaract’s visual MatterTimeline.

Task Management & Work Allocation
Use the Case Timeline to create and assign tasks  and set deadlines so everyone’s aware

Workflow Automation & Digital Signing
Automate routine, repetitive work to make better use of your team’s time. Build custom workflows and move quickly with no-code/low-code workflow tools.

Document Management
Create easy-to-use templates for instant document creation using our automation tools. Automatically file away matter-linked documents instantly for safekeeping and easy access.

Time Tracking & Billing
Multiple options for recording time make it easy for your team wherever they are - office, with clients, court, home, etc.!

Accounting
The Tessaract platform includes a fully-fledged accounting platform to manage receivables, payables, bank reconcilliations, client monies, credit control, VAT submissions and much more. Evaluate your firm's financial performance to make better management decisions AND stay compliant. Leverage their integration with HMRC for Making Tax Digital VAT return submissions.

Analytics & Reports 
Enable data-driven decision-making at both fee-earner and management levels. Tessaract provides over 70 reports provided out of the box.  Users can creaate custom reports, and use the report-builder functions to create and template reports on the fly.