Seamless matter trust, CMA and debtor ledgers, customisable chart of accounts, bank transaction import, intelligent office receipt and expense allocation, BAS and financial reports including WIP, daily trust to office transfers report, flexible invoicing and more.
In the office, with clients, or in court, wherever you need to be, secure access to all matter information, from any device (PC, Mac or smartphone). True cloud software, means no expensive server, or IT maintenance, no setup hassles or extra costs, just signup and start using today.
Tick and click invoice generation on any device, anywhere - contemporaneous matter billing records, flexible invoicing styles (lump sum, itemised bills, 'but say', etc.), email or SMS invoices to clients in seconds for faster payment.
Every compliance box is ticked - matter file, safe custody, investment and power registers, costs disclosure and fee estimate tracking - all in one system for easy audits and review.
You work too hard to risk not invoicing for all work done. Record all matter work as you do it, using clocks or capture directly when using Outlook or Microsoft Office - for work with documents, emails and tasks, reduces data entry for more accurate and streamlined billing. See MORE
One click to everything matter related. Matter financials, workflow, documents, emails, text messages, matter ledgers (trust, CMA and debtors), fee estimate tracking, billing and invoicing and more. See MORE
Seamless Microsoft Office 365 integration that will blow you away, with precedent templating, matter data auto-fill, version control & cloud storage. Improve consistency, accuracy and save hours on every document. Importantly, you have ownership and control of all your documents at all times, even when not logged in to cabenet.
Easy to manage costs disclosure and client fee consent for National Uniform Law compliance. Keep on top of matter financial and cashflow - pop-up matter budget, fees and costs alerts and timely trust to office transfer management. See MORE
Online verification is a smarter, consistent way to check client identity. Call, email or SMS any client directly from the matter screen. Easy costs disclosure, payment & trust deposit reminders sent & recorded directly to the matter file. See MORE
Customisable user permissions for management, legal, accounting and admin. roles. Set information access, individual or matter fee rates, assign matter tasks to team members, and track work progress and performance.
Developed in Australia, we deliver local expertise and support through our knowledgeable team. Online training and speedy email helpdesk to answer your questions when needed. Check out what our clients say in testimonials.