Granular access and control of ledgers

• View and amend detailed general ledgers, bank ledgers and matter ledgers

• View P&L and trial balances reports for simplified ledger management

• Calculate client interest due and automate posting of interest and storage of calculation information for audit purposes

Manage VAT calculation and submission

• View outstanding VAT Return obligations, payments and liabilities in one place

• Submit VAT returns with built-in integration to HMRC’s Making Tax Digital VAT functionality

Save time with automated bank reconciliation

• Auto-matching functionality with clear visualisation of full and part matches to reduce manual matching

• Support for multiple statement formats, including MT940

Quickly and efficiently process payments

• Process payments in bulk, filter and sort outstanding payments by payment type and bank to save time

• Produce remittance slips in bulk and automate remittance emails

Flexible, accurate time recording

• Fee Earners can capture, review, and update time in the office or on the go with Mobile app

• Record time against phases and tasks to comply with UTBMS, Jackson and client specific requirements

• Record time against matters, new business enquiries, marketing campaigns and more to enable detailed cost analysis across all business activities

Simplify creation and approval of bills

• Create new bills from templates, manage draft bills and, access detailed ledgers for bills with our Billing Hub and Bill Finder applications

• Flexible configuration of self-approval limits and approval team structure for bill approval

• Define business rules and workflow to automate processes and help maintain compliance with SRA accounts rules

Matter budgeting functionality for tracking costs and profitability

• Plan and track matter budgets for more accurate cost and resource planning

• Warnings when budget limits near or exceeded to help get things back on track

Effective WIP management to shorten time-to-cash cycle

• Efficiently manage WIP at individual, client and matter level through to department and firm level

Standard and custom reports and dashboards for detailed insight

• Customise a broad range of reports and dashboards for your firm’s needs

• Track KPIs and metrics at individual and department level to monitor and analyse business performance

• Robust activity tracking for audit and compliance purposes, including dashboards for use by your COLP/COFA

Automation through sophisticated, configurable approvals and workflow

• Create and schedule automated jobs for recurring postings to simplify management of high-volume transaction activities

• Define individual and team approval limits in billing and transaction posting processes to align to your firm’s processes

Credit Control for managing debt recovery

• Flexible configuration of stages and processes to reflect your firm’s needs

• Real time visibility of outstanding bill amounts

• Send reminders by letter, email or SMS and produce statements by payer, matter or client

Front office and back office integration

• Bring together the financial data and client record so that you can understand the true value of each client and provide legal services in the most appropriate manner