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Contacts at Your Fingertips
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Personal Dashboard
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Personal Dashboard

Gaining an edge has never been this easy. The Personal Dashboard is your one touch access to everything about your clients and contacts. Armed with this powerful tool, you can out-sell, out-perform, out-motivate and out-negotiate your competitors. The ability to instantly recall personal information about your contacts is the best way to enhance your relationships and close business.

Track Information with the Personal Data Sheet
Never forget a spouse’s name again! Just fill in the blanks of your contact’s personal data sheet to take advantage of the most powerful way to access and maintain accurate profiles of clients, prospective clients and referral sources. Armed with this information, you'll find topics for opening conversations that open doors for you and your firm.

Easily Share Information with Your Assistant
Office Accelerator allows your assistant to be proxy to your Personal Dashboard so they can easily enter information on your behalf.


Powerful Action Items with Calendar
The Personal Dashboard enables you to easily attach action items to any contact for follow-up. Your Today’s Action List and our Award Winning Calendar give you complete control of your to-do list and schedule. With more than one user, you can check each other's calendar and to-do list.

Mailing List Management
With the Personal Dashboard you can click on a tab to see all the mailing lists for a contact. With a click of a button, you can add or remove them from a mailing list or a folder.

Simple Emailing to Groups
Just select a group or individually select contacts, then click the Send Emails button on the Personal Dashboard. It's really that simple.

Total Client Information at Your Fingertips
The Personal Dashboard’s unique design displays all of the contact information in one simple screen. You can access notes, scheduled meetings, mailing lists, correspondence logs and documents without leaving your current screen view. All your important information is available for you and your assistant at a glance.

Benefits
  • Access from anywhere, and any device.
  • Share with your assistant.
  • Clear understanding of client’s and prospect’s needs.
  • Improve communications and responsiveness to contacts.
  • Close more prospects, and faster.
  • Increase client retention and satisfaction.
  • Valuable time savings.
  • Easy management of on-going communications.




"Since 1989, my firm has been coaching attorneys to become better Rainmakers. I have been pleased to help Baseline create the Personal Dashboard, the ideal way to manage your contacts. I strongly suggest you check it out!"

Larry Kohn, President
Kohn Communications




















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