Vertec aus Sicht des Backoffice

Effiziente und anpassbare Eröffnungsprozesse: So stiftet Vertec Nutzen für das Backoffice

Das sagen unsere Anwalts-Kunden

Mehr als 1'200 Unternehmen setzen auf Vertec

2:54 min
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«Vertec bietet eine effiziente Software-Lösung, die sich optimal an unsere Ansprüche anpassen lässt.»

Moreno Bellido
Head of Operations
Walder Wyss AG

Gemacht für die Bedürfnisse des Backoffice

Best-of-breed

«Best-of-breed» bedeutet, die besten Produkte einer Kategorie zu nutzen. Vertec verfolgt diesen Ansatz, indem es sich auf Kernkompetenzen wie Kontaktverwaltung, Mandatsmanagement, Fakturierung und Controlling konzentriert.

Integriert sich

Passend zum «best-of-breed» Ansatz, lässt sich Vertec nahtlos mit wichtigen Systemen integrieren. Standardschnittstellen ermöglichen schnelle Integrationen, individuelle Anbindungen runden die Interoperabilität ab.

Passt sich an

Vertec bietet bereits mit seinen Basisfunktionen immensen Mehrwert für mehr als 1'200 Kunden. Zusatzfunktionen erweitern den Funktionsumfang, individuelle Anpassungen machen Vertec zur idealen Lösung.

Adressverwaltung und Eröffnungsprozesse

  • Mandatseröffnung mit GwG, KYC und Konfliktcheck
  • «In Sachen», Rubrum, billable / non-billable
  • Adressen stets aktuell halten an einem zentralen Ort

Einfache Rechnungsstellung

  • Abrechnung nach Zeit, Pauschale und Caps
  • Rechnungen auf mehrere Empfänger verteilen
  • E-Billing nach LEDES und X-Rechnung

Editierbare Workflows

  • Abrechnung nach Zeit, Pauschale und Caps
  • Digitale Prüfung und Freigabe prov. Rechnungen
  • Freigabeprozesse für Abwesenheiten

 

Alle Funktionen anzeigen

Wie gut passt Vertec zu meiner Kanzlei?

Yes, Vertec can also be used as a mobile time recording system. With the Phone App, available for both Android and iOS, you can record services, time and data using your smartphone.

Vertec has an interface to Microsoft SharePoint Online (Microsoft 365). The Vertec sales partner Lean Business AG distributes an M-Files Connector for Vertec. Customer-specific extensions also exist for the DMS iManage, for example.

In order to provide the Vertec Cloud Suite, we use the infrastructure of external service providers based in Switzerland, Germany and Austria. We guarantee our customers a high standard in dealing with information security.

You can find out more about our partners on the page subcontractors . In our blog article Vertec lives high security standards, we explain in detail why security is particularly important to us and how we implement security standards.

“Business-oriented law firm management” means that in addition to file management, deadlines and invoices, Vertec also provides you with all the important data for the economic management of your law firm. This is completed by our “best-of-breed” understanding of software and our practice-based industry expertise for the rapid development of individual functions. The concept is based on easily customizable functions, which yet cover 80 % of the industry's standard requirements.

With only little effort, your specific requirements can be implemented in your software solution quickly and easily. Vertec stands for industry expertise, developed together with our customers in Germany and Switzerland.

Each law firm has individual requirements – be it for mandate processes, approvals or individual evaluations. Throughout our implementation projects, customer solutions are created that fit exactly to the relevant law firm. Our know-how from these implementation projects is used to further develop our software and make it better.

Different customer projects thus create a common basis for functions such as invoice splitting or deadline management. As soon as a completed function is ready, we publish it for free as an “additional feature” on our Knowledge Base. This is how industry expertise becomes software.

The field-proven additional features usually provide at least 80 % of the functionality of a requested function. The 20 % remaining can be delivered lightly and quickly with individual adjustments.

Using Vertec, services can be charged according to various recording options.

  • Billing by time
  • Settlement of lump sums
  • RVG calculation (Germany)
  • Caps (reduced quotas)

Also, helpful is the splitting of invoices, within which the total of an invoice is distributed over several recipients. As for e-billing, Vertec works with the LEDES and XRechnung (Germany) formats.

Express-Check

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