Solution · Law firm
Law firm: matters, deadlines, time and cost advances together
A client matter opens after a conflict check; deadlines, time spent, the cost advance and invoices are followed on the same matter.
- Legal
- Projects and time
- Legal
- Invoices and collections
How the work flows
- 1Client matters opened after a conflict checkLegal
- 2Deadlines and hearings, with reminders to the lawyerLegal
- 3Time logged on the matter's linked projectProjects and time
- 4Cost advances: received, spent and refundedLegal
- 5Invoices and payment remindersInvoices and collections
Highlights in this bundle
- Before a client matter opens, its client and opponents are compared with every other matter; each check and its decision is kept
- Deadlines and hearings are reminded a week before, the day before and on the day, to the deadline's lawyer, else the matter's
- A cost advance account per client matter: received, spent on 7 cost types and refunded, balanced per currency and never counted as revenue
- A matter's history of hearings, petitions and decisions stays as written; a mistake is corrected by a later entry
- Real timer-based time tracking; hours that pass draft, submitted and approved go onto the invoice
- Renewal and termination notice dates; reminders 90, 60 and 30 days ahead and a view of contracts awaiting a decision
- Numbered amendments change the end date or the value and apply on saving; only the latest can be removed
- Automatic payment reminders: by default 3 days after the due date, then every 7 days, up to 3 times; the business sets these, and they pause per invoice or per customer
Modules in the bundle
Case files, client projects, agreements, invoicing and expenses.
- Invoices and collections · Tracking
- Spending and payments · Base
- Projects and time · Tracking
- Agreements · Tracking
- Legal · Base