Proforma PDFs come from your accounting system to the PortoFormia™ cloud-based DMS.
Attorneys can access proformas from their iPads, markup, approve and then submit back to the secure document server. The biller is notified that the attorney has submitted approved work product.
Billers and managers have a full audit trail of proforma status and can track timekeeper efficiency. PortoFormia™ offers a wide range of tracking and management tools for every management team.