Do you work in a legal or financial consultancy? Keep reading if you want to know how Teamleader can help you. This article contains tips, links, and a potential workflow.
Do you work in a legal or financial consultancy? Keep reading if you want to know how Teamleader can help you. This article contains tips, links, and a potential workflow. These are, of course, suggestions. If you couldn't find what you're looking for, please check out our knowledge base or contact our support team!
These are the modules we'll be looking at:
Companies and Contacts
Calendar and Timesheets
Companies and Contacts:
On every company and contact page you have access to all the information of your clients:
Extra info that you or your colleagues might have entered (ie. custom fields about special needs, size of the client etc...)
Incoming or outgoing emails tracked to Teamleader
Info about the deals
You can upload files (contracts, legal information, DPA’s etc…) to the pages of all your contacts, companies or projects. Do so via the ‘Files’ widget in the bottom-right corner of the page. Sync documents with your Dropbox team account to share files among your colleagues.
Pro-tip: involving colleagues
If you would like to notify a colleague and ask them a question, you can by entering the @ symbol in the notifications box in the bottom of the page. you will be able to select the name of one of your colleagues, who will receive a notification with your message.
Calendar and Timesheets:
Your calendar obviously let's you know what meetings and tasks you have planned, but in Teamleader it serves the additional purpose of tracking time. After you've planned your schedule and finished an item, you can just click through via the agenda and mark it as finished.
If you already use an external agenda like Google Calendar, Outlook or ICloud, be sure to integrate it in you Teamleader account. Items planned in Teamleader or the external agenda will be synchronised to the other tool so you never have to miss out on a meeting again.
If needed, you can also export all tracked time via the Timesheets module to get a better overview of what you or your colleagues worked on and when.
Next, you will find out how these tasks and meetings are related to the projects in Teamleader.
The projects module is the module you will eventually use most, as you probably provide a long term service to your clients. A project can be created when you engage in a long-term relation with a client that requires a layered set-up of the tasks you perform for them involving multiple colleagues. Planning milestones will help you divide the project into different phases. Under these, you can plan tasks and meetings and assign them to colleagues. When all tasks and meetings within a milestone are done, be sure to mark the milestone as finished. This way, it should always be clear what is being worked on by whom and when. When all milestones under a project are marked as finished, the entire project will be considered over.
If your projects have a recurring a structure, you can work with project templates to avoid having to create the same milestones and tasks over and over again.
If you need to involve third parties in the project who aren't users in your Teamleader account, you can grant them external access to a project. They will receive a link to Cloudproject, where they can follow-up on the milestones and tasks and documents added to the project.
User access to projects
It's possible not all Teamleader users in your account need to have the same access rights to projects. You can choose the type of access you want to give each user to projects.
Ideally, after finishing a project you will want to invoice it to your client. Here you have two options:
invoice the initial budget you filled in when creating the project
invoice the time you spent on the project (this is the tracked time when you finished those tasks and meetings) together with the external costs
To choose one or the other, just click the + button next to the Invoices part inside the project page. Here you will be given both options and will be able to see what amount it is for each of them. You can, of course, still adjust this amount manually.
Once it’s done, a pending invoice will be created so that you can still review all the details. After that, just book it and send it to the customer!