Overview

Key Features and Functions include:

  • Legal Accounting
    Provides full solicitor accounting functionality, including bank reconciliation, ledger management, and billing allocations. Supports financial controls and structured posting processes for law firm accounting.
  • Case and Matter Management
    Offers a configurable, module-based system for managing matters, contacts, and workflows. Includes task tracking, alerts, and critical date management to support case progression.
  • Time Recording
    Enables both chargeable and non-chargeable time tracking for fee earners. Supports matter-based billing rates and reporting on time and productivity.
  • Document Management and Automation
    Includes document creation, version control, and comparison tools, with support for Word-based templates. Facilitates document bundling and structured file management within matters.
  • Compliance Management (COLP and COFA)
    Provides reporting and system checks to support compliance with regulatory requirements. Includes monitoring tools for identifying and managing potential breaches.
  • Practice Management and Reporting
    Supports performance monitoring through KPIs, budgeting, and financial reporting. Enables analysis at firm, department, and team levels with customizable reporting outputs.
  • Integration and Communication Tools
    Integrates with Microsoft Outlook for email and diary management. Supports document sharing, notifications, and interaction with third-party contact databases.
  • Security and Access Controls
    Includes role-based access controls and configurable security templates. Allows administrators to define user permissions and system access levels.
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HEADQUARTERS
UK
LANGUAGES
English
OFFICES
UK
REGIONS SERVED
Europe
Areas of Use
TARGET AUDIENCE
Law Firms - 500+ lawyers

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