Main software features

Client Matters

• Create clients with multiple matters
• Allocate a Partner and Fee earner to matters
• Save documents (e.g. passport copy, letters and other scanned documents)
• Client’s accounts and time ledgers can be easily searched and retrieved
• Closing and reopening matters with facility to record the location of archived files
• Various reports

Client Accounts

• Easy recording of client receipts and payments
• Client’s ledger balance readily available
• Warning before client ledger goes into debit
• Transfer money from client account to office account as a single or batch entry to save time
• Transfer from one client ledger to another
• Bank reconciliation
• Monthly reconciliation reports as per SRA requirements
• Various reports

Time Recording

• Easy time recording system in units or hours and minutes
• Descriptions for all time recording activities
• Daily time spent and amount of work done readily available
• Unique facility to create attendance note for every activity with customisable print facility
• Create time billing based on work-in-progress or normal billing
• Facility to carry forward or write-off time whilst creating time billing
• Facility for up/down lifting of charge rates
• Facility to approve time sheets by a Partner
• Helpful list to see time recorded with facility to filter, search and print
• Various reports

Fee Earner

• Create records for Partners, Fee earners and other employees
• Have different charge rates on different activities for a Fee earner
• Time sheet ledger for each Fee earner
• List of matter allocation for each Fee earner
• Fee earner monthly performance report readily available
• Various reports

Office Accounts

• Allocate receipts from client against unpaid bill of costs and disbursements
• Disbursement payments to a single file or multiple files to save time
• Warning before office ledger goes into credit
• Details of general office receipts and payments are saved and recalled for future entries
• Pay suppliers and view their ledger transactions
• Transfer money from office account to client account
• Bank reconciliation
• Enter office journals
• Trial balance with drill down facility to see nominal ledgers
• Various reports

Reports

• Printing facility for Trial Balance, Profit & Loss Account and Balance Sheet
• Monthly management reports
• VAT with detailed workings, including option for Cash Accounting or Flat Rate VAT
• Aged Debtors and Creditors report
• Output to PDF and Excel spreadsheet
• Easily accessible reports

Others

• Password can be set for different users
• Access right can be set for different users
• Drillable “transaction list” with search and filter options
• Facility to correct errors
• Audit trail