Our team of FileMaker experts had to create an app to manage all the aspects of an event including documents, transactions, personnel, and other details.
Client – The client is a Minority council which coordinates Law firms with Corporate companies and is based in California, USA.
This project is for a non-profit mutual benefit corporation to manage their legal profession and company transactions.
Dashboard – To view the basic information of this App.
Organization – This module is used to manage their Organization details.
People – This is used to Manage their people information.
Groups – This module is used to create a new group of people and organizations.
Programs – This is to manage their event details.
Annual Conference – They can manage their annual business conferences in this module.
Communication – This module is used to send emails to their Organizations and peoples.
Documents – This is for storing all their documents across the App.
Transactions – This module is to manage all their transactions. The transactions are sent to QBO.
Settings – This module is to manage list of users and user access.
Integration with other systems:
1. QuickBooks Online
3. CMCP lawyer locator.
4. Stripe Payment
1.Dynamic user access.
Team Size – 1 TL + 2 TM
Environment – Windows and Mac OS
Development Platform – FileMaker 16
Deployment Platform– FileMaker 16 Server
# of Users:
a. FileMaker Pro – 35