Questions to Ask Yourself to Improve New Software Installation

Answering these questions will greatly increase productivity during the installation and configuration of your new Tabs3 and PracticeMaster Software.

General Questions:

Is this a new install or will you be importing clients from an existing software?
Do you have enough memory and space on your server and computers?
Is there an urgency to start right away or can it wait 3 months, 6 months, a year or more?
Are there going to be different levels of security rights?
Do you want to group timekeepers, for example Sr. Partners, Jr. Partners, Associates, Legal Assistants?

Clients Related Questions:

How will you want your clients numbered? Numerical, alpha, or mixed Ids? How many decimal places?
Do you have accounts receivable balances to enter?
Do you have work in process (unbilled fee/cost/payment entries) to bring in?

Billing Questions:

Will more than one person be logging in at the same time?
How many Timekeepers will be tracking fees?
Do you send out task based bills or electronic bills?
What reports will you definitely want to have?
Will you require a cost recovery system/software?
Will your firm charge finance charges on late fees?
Do your invoices require special terminology and/or logo?