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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Whether you are part of an internal creative team crafting content for marketing initiatives or a digital marketing agency tasked with executing impressive campaigns for clients, it is essential that creative assets undergo a thorough review and receive approval prior to their release. Deltek ConceptShare’s online proofing platform allows marketing and creative teams to produce content more efficiently and cost-effectively by enhancing the review and approval workflow. When content must pass through the scrutiny of 5, 10, or even 100 reviewers before it can be finalized, ensuring that all team members are fully aware of what is needed, by which deadlines, and when updated versions are accessible is vital. With Deltek ConceptShare, it becomes effortless to set up reviews with clear guidelines and timelines, complemented by automated reminders and notifications that keep the entire review team, including clients and external stakeholders, consistently informed. This streamlined process not only fosters collaboration but also significantly accelerates the path from concept to completion.

Description

Enhance the efficiency and precision of your digital prebills review and approval process like never before with Intapp Billstream. This innovative solution empowers your firm to minimize write-offs and billing conflicts while bolstering client trust and satisfaction through features like built-in compliance for both clients and the firm, collaborative workflows, and in-line editing capabilities. By streamlining the initial invoice acceptance process, you can significantly reduce write-offs. Generate proformas that meet client and firm compliance standards, incorporating necessary integrated requirements. Stay informed on proforma progress with notifications to expedite the review and approval stages. Easily create client-approved proformas that adhere to integrated billing and finance standards. You'll have the ability to track when a proforma is created, monitor unreleased time, and identify any changes made, along with who made them and when. Facilitate the movement of aging proformas by reviewing, recalling, and reassigning tasks as needed. Increase your visibility into suggested billing modifications and pinpoint any bottlenecks through comprehensive audit trails and insightful dashboards, ensuring a smooth and efficient billing process. This advanced system not only enhances operational efficiency but also fosters better communication and cooperation among team members.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Desktop.com
Intapp Time

Integrations

Desktop.com
Intapp Time

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Deltek

Founded

1983

Country

United States

Website

www.deltek.com/en/products/conceptshare

Vendor Details

Company Name

Intapp

Founded

2000

Country

United States

Website

www.intapp.com/billing/

Product Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

Online Proofing

Audit Trail
Due Date Tracking
File Sharing
Markup Tools
Role-Based Permissions
Status Tracking
Version Control

Product Features

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

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