MemberCentral Blog


Posted on: Jul 31, 2019

One feature of MemberCentral allows you to link records to a primary firm record.  Once this linking process is complete (and we can help with the initial linking), you can use tools like Firm Billing to send consolidated PDF billing statements to firms, and you can also view firm relationships while viewing member records.   A new feature allows filtering and pagination of firm records from the firm account. For example, if you’re looking at the Brown Firm, which has 100 separate linked records in your database, you can filter those linked records from the Firm Screen.  You can also display information about each linked firm member, like their Member Status or other “at a glance” information you find useful.