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What is ProForma?

ProForma is a user-friendly tool for creating forms and checklists specifically designed for Jira, which empowers teams to tailor their data collection methods within Jira issues. This tool allows for the creation of forms that meet unique business needs and integrates flawlessly with Jira Service Management, Jira Core, and Jira Software, removing the requirement for creating custom fields. Furthermore, ProForma supports Cloud, Server, and Data Center environments, making it versatile for various setups. By enabling the design of dynamic forms, it simplifies the collection of essential information without the complications of intricate custom field configurations, thereby improving both administrative efficiency and accuracy. The forms are equipped with built-in validation, which takes care of the heavy lifting to ensure comprehensive data gathering. Automation features facilitate easy integration of forms into issues, the management of issue transitions, and even the option to restrict transitions if needed. The presence of dynamic fields significantly enhances the user experience, making ProForma an essential tool for Jira Service Management. Utilizing forms that incorporate dynamic fields and validation not only improves the quality of incoming requests but also contributes to a more streamlined workflow overall, ultimately leading to more effective team collaboration and project management.

What is Intapp Billstream?

Revolutionize the way you manage your digital prebills review and approval process with Intapp Billstream, an exceptional tool designed to enhance both efficiency and accuracy like never before. This cutting-edge solution allows your firm to significantly decrease write-offs and resolve billing disputes while simultaneously increasing client trust and satisfaction through its robust features, which include compliance measures for both clients and the firm, collaborative workflows, and intuitive in-line editing options. By optimizing the initial invoice acceptance phase, you can greatly minimize write-offs, while generating proformas that satisfy both client and firm compliance criteria and integrate all necessary requirements. Stay on top of proforma developments with timely notifications that speed up the review and approval processes. Effortlessly create client-approved proformas that conform to established billing and finance standards, while tracking the creation of proformas, monitoring unreleased time, and identifying all changes made, along with the individuals responsible and their timestamps. Streamline the handling of aging proformas by reviewing, recalling, and reassigning tasks as necessary, which enhances the overall efficiency of your workflow. Gain deeper insights into recommended billing adjustments and detect any potential bottlenecks through thorough audit trails and informative dashboards, thus ensuring a seamless billing experience. In addition to improving operational workflows, this sophisticated system cultivates enhanced communication and collaboration among team members, ultimately leading to a more harmonious work environment. With Intapp Billstream, your firm can not only maintain high standards of compliance but also elevate the overall client experience.

Media

Media

Integrations Supported

Intapp Time
Jira
Jira Service Management
Slack

Integrations Supported

Intapp Time
Jira
Jira Service Management
Slack

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

ThinkTilt

Date Founded

2016

Company Location

Australia

Company Website

www.thinktilt.com

Company Facts

Organization Name

Intapp

Date Founded

2000

Company Location

United States

Company Website

www.intapp.com/billing/

Categories and Features

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Categories and Features

Legal Billing

Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking

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