Trust accounting
Certified trust accounting including general trust and controlled monies accounts. Features for multiple trust to office transfers, statutory deposit account and conveyancing settlement management.
Easy reconciliation and month end report package, covering all recordkeeping compliance requirements.
Business accounting
Integrated client ledgers - trust, controlled monies and debtor. Customisable chart of accounts for simple, cash or accrual accounting, bank transaction file import, AI for fast GL allocation BAS and financial reports.
Key financial and business performance metrics at a glance and detailed reports to delve deeper into the underlying numbers.
Remote working capabilty
Ensure every lead becomes a new client for you, using shareable, online intake forms and automated disclosure and consent.
Access, share and collaborate on any matter anywhere, with full access to matter details, financials, documents, email, calendars, billing and workflow. Draw up documents online and execute with e-signing and witnessing.
Time & work capture tools
Make the most of your time, with multiple time clocks, smart online timesheet and Outlook calendar integration.
Smart features, include matter search, add / minus time unit button, fast fill details and my time posted summary. Your time records save directly to matter billing and update billing performance reports instantly.
