The Corporate Administration and Fiduciary sectors are becoming an increasingly important sector of our economy. Firms operating in this field, are operating in a highly competitive, international environment and must be on top of their game to stay ahead. A powerful office automation system, that enables an office to work efficiently and seamlessly, is key to increasing capacity without needing to increase resources. This enables a firm to take advantages of economies of scale and grow sustainably. Such a system is also key to improving the quality of services offered by limiting human error and delays, through the automation of much of the day--to-day work.
InfoScreen Quorum is a leading office automation solution for corporate administration activities. It is used by over 200 firms, in 13 major jurisdictions worldwide. InfoScreen Quorum is used by many of the leading auditing and law firms, as well as dedicated corporate and fiduciary service providers. InfoScreen Quorum automates a number of key business areas that include recording and management of legal entities and all their activity, regulatory compliance, document management, task automation, time sheets and client billing.
InfoScreen Quorum is made up of five functional areas, that address the whole spectrum of a corporate administrators operation:
Create and manage names and entities (companies, branches, trusts or ships) in any of the 250 jurisdictions in the system, enable the creation, management and recording of any kind of capital structure and the automatic generation of the Registry of Members in any given company.
Store and retrieve any kind of electronic document based on advanced document tagging mechanism, preview of any document type, extensive security and confidentiality settings and automatic support of document versions.
Contact and Task Management
Maintain contacts simultaneously in multiple languages, link them with multiple entities, attribute services to them and ability to run reports on contact utilisation throughout the system. Quorum also enables multiple addresses for each contact.
Manage all bank accounts for each client, produce signature specimen and template bank instructions, maintain multiple credit and debit cards per bank account and generate interim account statements.
Time and Billing
Provides batch invoicing capabilities for work items, bank transaction charges, recurring items and time-sheet entries, as well as expenses and disbursements. Quorum has the ability to keep multiple client price lists and invoice from different billing organizations. It handles partial payments and offers the flexibility to issue invoices from a choice of customisable templates.
Why Infoscreen Quorum?
- Designed on 'best working practices' that bring know-how and advanced practices to the firm
- Increases productivity by automating many of your day-to-day procedures and workflows
- Provides a secure, highly accountable environment for all transactions and activity in the system
- Increases billable work by better tracking and recording all work carried out on behalf of clients
- Trusted by many multinational auditing and legal practices