Kloud Connect is feature rich, giving you a comprehensive
solution for your practice management needs.
Connected core modules working together, giving you back control and offering the clearest view of your firm data
CRM Functionality
CRM functionality ensuring key client data is centrally managed. Build & manage relationships, client and group data and tasks
CLIENT
Summary view of all key components of your client for quick access to key insights such as value, WIP, jobs and groups
Client Dashboard
Lightweight Reporting
Bulk Update Data
Easily bulk update assignment of clients to a different staff member in case someone moves on
Configure you own personal view with custom fields and columns, Removing the need to export data, each user gets the right insights at the right time
Org Structure Chart
Debtor Control
Structure your client groups and allocate debtor client ensuring the right entity is invoiced. Track WIP at job or group level
Build out a visual map of your client relationships for each entity
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Kloud Connect is feature rich, giving you a comprehensive
solution for your practice management needs.
WORKFLOW
Custom Dashboards
Highly configurable job lists ensure only 'relevant to them' data is shown to each user
Job & Task Templates
Easily standardise your job structures across teams and divisions saving hours.
Bulk Update Data
Kanban View
Easily bulk update job assignment to a different staff member in case someone moves on
Toggle between list and Kanban views of your workflow to get the view that works best for you.
Queries &
Collaboration
Integrated Time
& Billing
Easily track estimates vs actual costs, profitability and WIP with workflow integrated to our time and billing modules
Inbuilt queries and communications module integrated to Outlook 365 allowing you to collaborate and track your work
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Kloud Connect is feature rich, giving you a comprehensive
solution for your practice management needs.
Custom Views
BILLING
WIP Dashboards
Highly configurable job list with adjustable column fields including WIP, Costs, Estimates for easy reporting
Billing summary overview of all WIP components including links to time logs and workflow.
Bulk Invoicing
Disbursement
Management
Select multiple jobs to invoice at the same time. Debtor client automatically assigned
Select multiple jobs to invoice at the same time. Debtor client automatically assigned
Kloud Connect is feature rich, giving you a comprehensive
solution for your practice management needs.
TIMESHEETS
Variable charge out rates
Pre Set multiple rates for each staff member to easily control variable billing
Effort Metrics Dashboard
Calendar on home dashboard highlights which days staff have not entered timesheets, prompting them to keep data up to date.
Log time by Job / Task
Easily bulk update job assignment to a different staff member in case someone moves on
Easily Capture
Time
Easily log time at multiple points in the platform.
Kloud Connect is feature rich, giving you a comprehensive
solution for your practice management needs.
CAPACITY PLANNING
Integrated to Workflow
Team View
Easily manage staff capacity with a planning module that connects job estimate data from workflows
Access your teams capacity plan to easily understand where work should be assigned
Track Utilisation
Custom Structures
Track personal and team utilisation
Customise hours per week and leave settings to flexibly track any user
DOCUMENT MANAGEMENT
Comment & Tag
Version Control
Easily identify the most up to date documents without losing access to prior changes
Add key meta data as a description, comment or tag to easily maintain key document information
Outlook Integration
SharePoint Integration
Choice to integrate your own SharePoint allowing you to maintain security and control of your data
Outlook plug in will auto attached documents from emails saved under job or client
Kloud Connect is feature rich, giving you a comprehensive
solution for your practice management needs.
Kloud Connect is feature rich, giving you a comprehensive
solution for your practice management needs.
REPORTING
In built Lightweight
Reporting
Pre Built Reports
Configure you own personal view with custom fields and columns in each module. 1 click export to excel to easily access data outside of the app if required
Common reports available by default removing the need to set up manually. Inbuilt filters such as dates, staff or division
