ClientTickler takes the simplicity of a paper tickler filing system and marries it with elegant, 21st century software technology to create customer-focused, proactive project management. The concept is simple: keep all of your tasks, reminders, follow-ups, communication and tracking for each client in one date-driven application. Open the same easy-to-access software each morning and know precisely what you or your team has to do that day.
ClientTickler is more than just a series of reminders. It saves you time and resources by prompting you for valuable follow-up activities. Your entire team can use templates to manage projects that are repeated, with milestones and reporting that can be reviewed by supervisors. Visual reminders on your daily tickler keep you on top of even the most mundane details.
ClientTickler helps you manage your business better as well. From employee onboarding to annual reviews, any series of tasks, dates, to-do’s and reporting can be managed — across teams and divisions — with the software.
If client data and security are your priority, you’ll note that ClientTickler Desktop resides locally on your machines and devices for individual user access. Legal, financial, personal and other critical data will stay safe and secure with your managed infrastructure.
“My typical billing is 40% more than most solo family law lawyers because of efficient time management from utilizing the tickler system.”
–Nancy Perkovich: Perkovich Law Offices
As long as business has existed, business people have looked for the best, most efficient methods to manage their tasks, teams, clients and workflow. From the early days of the Farmer’s Almanac to modern Wi-Fi devices with expensive CRM solutions, we continue the journey to effectively manage our projects and data with a high level of client satisfaction.
For many years, the definition of a “tickler file” was the method of choice for business professionals who needed time and task management with a system of date-driven reminders. The simple-yet-functional system of filing notes and documents under different days of the month for a 30 to 90-day period kept many projects on track. That same efficiency is now available for the 21st century, secure and dependable, on your desktop, laptop, iPad or iPhone.
The concept of ClientTickler is is a simple and accessible one: keep the best of the old-fashioned tickler file reminders by calendar date, add the ability for detailed client info, and bring it all together in one complete, easy-to-use application that works for a variety of client-focused professions. The project management revolution has begun, and with ClientTickler, it’s easier than ever to get started.