Unified dashboard
See what’s in progress, what’s blocked, and what’s next. Across clients and staff.
- Work items and statuses at a glance
- Priority and due dates surfaced clearly
- Filters by client, staff member, and stage
Rass APM
Run your firm with clarity.
Rass APM centralizes workflows, ownership, time, and reporting. So your office stays aligned and decisions are always based on current data.
Core capabilities
Everything you need to manage client work end‑to‑end. Without spreadsheets, inbox hunting, or unclear handoffs.
Workflow tracking
Standardize how work moves through your office with consistent stages and ownership.
- Defined stages, owners, and deadlines
- Clear handoffs and accountability
- Status history for review and follow‑ups
Time & activity visibility
Understand effort, throughput, and workload distribution across your team.
- Time and activity capture tied to work items
- Workload view by staff member and client
- Identify bottlenecks before they become delays
Reporting that stays current
Operational and financial reporting powered by real‑time data. Built for decisions.
- Dashboards that update automatically
- Performance trends over time
- Client and staff insights without manual cleanup
Built on Salesforce
Enterprise‑grade platform foundations with flexible configuration to match your firm.
- Role‑based permissions
- Audit‑friendly change history
- Scales as your client base and team grow
See Rass APM in action
Get a guided walkthrough tailored to your firm’s workflow.