Web solution for workflow management of practice practices, from the first contact with its client to the stipulation of the deed, in order to collect, share, monitor and analyze all information arising from the performance of operational processes.

Web Solution

1)Customer management: Through retrieval of master and contact information and activity history;

2)Task management: Assigning tasks to resources with associated sending of advance notice notifications.

3)Verification of assigned tasks: Checking the best distribution of workloads on team members.

4)Monitoring: Checking the progress of files.

5)Analysis: Control of paperwork processing time.

6)Sharing: Distribution of information and documents among all team members

7)Deadline management: Making use of the alerting system to manage the deadlines of individual activities.

Features and Functionality

Master data and contact management

It archives and consults the firm's client and contact information in a structured manner, providing quick and organized access to data.

Role and permission management

Assign specific roles and define custom access levels for each user, ensuring precise control over the information and operations allowed.

Practice and appointment management

It monitors the progress of practices and organizes appointments in a single platform, simplifying the management of daily practice activities.

Communications and notifications

Send automatic updates and reminders to clients and team members, improving collaboration and reducing the risk of errors or delays.

Workflow and reporting

Automate workflows and analyze operational data with advanced reporting tools to optimize firm performance and make informed decisions.

FunzionalitàGestatZucchettiNotai OASistemi
Curva di apprendimentoBassaMediaAltaAlta
PersonalizzazioneAltaMediaAltaAlta
Costo licenzaCompetitivo€€€€€€€€€
Cloud nativeOpzionaleOpzionaleOpzionale
Mobile (PWA)
SupportoDedicatoStandardStandardStandard

Tabella Comparativa Gestat vs Alternative

FAQ

Perché possiamo fare la differenza

Come gestisce Gestat le pratiche notarili?

Gestat offre funzionalità specifiche per gli studi notarili:

  • Anagrafica clienti: gestione con storico completo
  • Workflow: configurabili per tipologie di atto
  • Scadenze: sistema con alert automatici
  • Condivisione documenti: sicura con i clienti
  • Reportistica: avanzata per analisi della produttività