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Trust Account Management
Setting up Matter Ledgers.
Completing Trust Transactions.
Avoiding Commingling or Overdrafts.
Matter default trust bank(s) & individual ledgers.
All transactions must be associated to a matter.
Bank & Ledger overdraft prevented.
Trust compliance reporting including trust reconciliation.
Docketing & Disbursements
Billing Integration with Calendar, Tasks etc.
Differentiating firm from client expenses.
Capturing all client expenses for billing.
Recording correctly on GL.
Both accounting & billing steps in one.
Matter specific cost posting.
Hard & Soft cost tracking.
Mobile entry on the go.
Bank feeds/import for cost tracking.
Comparative P&L and Balance Sheets.
Collection/Fee Distribution Reporting.
Law Society Required Reporting.
Advanced Accounting Reporting:
Legal Accounting Reports built in.
Fee Distribution Reports included.
HST billed/paid reporting.
Law Society Compliance Docs Deck.
Class-Based P&L Reporting.
Tracking & Payment of Payables
Entering Bills & Tracking Status.
Billing to Matter for Reimbursement.
Reporting on Accounts Payables.
Can track credit & business account ledgers.
Can pay multiple payables with one transaction.
Can bill directly to client & place on hold until payment received.
Can leverage bank feeds & statement imports.
Schedule a call with Jacques