Launching Trust Accounting, Matter Timelines & more

Sep 26

Launching Trust Accounting, Matter Timelines & more

We’ve been hard at work since you last saw us. Now you can track all your client’s money with our Trust accounting and look at how we’ve made it easy to record phone calls, meetings, facts, and issues on the matters.

Trust Accounting

Trust Accounting to help you manage your client’s money with ease and get paid. Ability to make payments, record transactions, transfer funds and mater to matter transfers.

Accounts screen

Add transaction screen

 

Matter Timelines

Ability to record and organize phone calls, meetings, facts, and issues on the matters. The user can also filter message stream by the activity types.

Legal Matter timelines

 

Flat Rate Matters

The user can select flat rate billing or unbillable option for matters. For flat rate matters system will automatically generate a time entry for the flat fee amount.

Select billing type –> Flat rate.

 

Default Billing Rates

Ability to set default rates for users and matters. Allows users to switch rates on time entries.

Legal Timer with auto-populated rate

 

Time Rounding

Enabling time rounding will allow you to configure the rounding increments for time entries.

Set time rounding on Bill settings