Overview

Key Features and Functions include:

  • Time and Expense Tracking
    Enables users to record billable hours and expenses by client or matter, with options for manual entry and timers.
  • Billing and Invoicing Automation
    Generates customizable invoices, including support for multiple timekeepers, prior balances, payments, and trust account activity.
  • Integrated Financial Updates
    Automatically updates balances and financial records when invoices are created or payments are recorded, ensuring real-time accuracy.
  • Accounts Receivable and Payment Tracking
    Tracks outstanding invoices, payments, and aging balances, supporting cash flow management and collections.
  • Trust Accounting Support
    Includes basic functionality to manage client trust accounts and related transactions.
  • Reporting and Financial Analytics
    Provides reports on billing activity, receivables, and financial performance, with filtering by date range, client, or matter.
  • Customizable Invoice Formatting
    Allows firms to configure invoice layouts, branding, and formatting to align with client requirements.
  • Multi-User Access and Permissions
    Supports multiple users with configurable access levels, enabling collaboration within small teams.
  • Cloud-Based Access and Mobility
    Delivered as a web-based platform accessible from multiple devices, with limited mobile support.
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HEADQUARTERS
US
LANGUAGES
English
OFFICES
US
REGIONS SERVED
North America
Areas of Use
TARGET AUDIENCE
Law Firms - 500+ lawyers

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