Billing
Ensure precise billing with automatic tracking of time and expenses linked to specific cases. Generate detailed invoices with customizable templates, ensuring transparency and maximizing revenue.
Advance Invoicing
Create accurate invoices tailored to your billing needs, including fixed fee structures and customizable templates for profit cost calculations. Ensure efficiency and professionalism in every invoice.
Disbursement Management
Track expenses efficiently, allocate costs to the appropriate matters, and ensure they are seamlessly included in client billing. Maintain financial transparency with detailed expense reports and streamlined reimbursement processes.
Client Accounting
Manage client funds with full compliance to SRA accounting rules.
Maintain accurate records of transactions, including payments, receipts, and transfers.
Generate statements and financial reports to ensure transparency and accountability.
Automate processes like interest calculations and trust account management.
Firm Accounting
Streamline financial management with tools for tracking firm expenses, revenue, and accounts reconciliation. Generate detailed financial reports to support decision-making and ensure compliance with regulatory standards.
Posting and Chit Approvals
Implement a structured approval process for transactions and payment chits to maintain financial control. Ensure transparency and accountability with detailed audit trails that record every approval step.
Bank reconciliation
Connect directly to your bank account using Open Banking for seamless reconciliation. Automatically match transactions, identify discrepancies, and maintain accurate financial records with ease.
SAR compliance
Ensure full compliance with the Solicitors Accounts Rules (SAR) through automated tracking of client funds, detailed transaction records, and accurate reconciliation. Maintain transparency and accountability with built-in safeguards and compliance reports.
Analytics
Gain actionable insights with real-time analytics and customizable financial reports. Track key performance indicators, monitor revenue and expenses, and make informed decisions to drive your firm’s growth and profitability.