Fully-integrated Legal Accounting

Combined matter ledger: Access a clear, real-time view of both client and office ledgers in a single, combined ledger with running balances.

Branches: Enable matter-level assignment and reporting across multiple branches, supporting decentralised operations with central oversight.

Cost Centres: Add the flexibility to allocate and report by Cost Centres, providing more granular tracking than standard Matter Types, Departments, or Branches.

Purchase ledger integration: Create disbursements directly tied to the purchase ledger and track their status from within the matter, streamlining supplier management.

Nominal disbursements: Post disbursements directly to a nominal account (e.g. postage), supporting real-time cost allocation.

Requisitions: Benefit from a comprehensive requisition system with multi-level approvals, notifications, and audit trails ensuring full visibility and control over financial authorisations.

Hidden reversals: Improve ledger clarity with the option to hide reversed transactions from end-users, reducing visual noise while maintaining full auditability.

Compliance: Via user permissions ensure trusted individuals are processing and accessing information. Map the workflows and processes that work for your business.

Receipt allocation: Precisely allocate payments to specific components of an invoice, notably disbursements and VAT, enabling cleaner financial reconciliation.

Disbursement receipts & transfers: Manage disbursements without invoicing by applying receipts or transferring from client funds, adding flexibility in cost recovery.

AI reporting and data insights: Gather intelligent insights and KPIs at a click of a button. Allow reporting lines and managers to navigate detailed reports with ease and extract business critical information in seconds.

Interest calculations: Automate interest at both firm and matter level, supporting both variable and fixed rate models with detailed reporting.

Tailored dashboards: With interactive KPI dashboards that are bespoke to each user, allow individuals to take ownership on their WIP, outstanding bills and targets, with finance managers able to see the full picture of the business and each department.