Comprehensive records of financial transactions on Accounts for auditing and analysis.
Accounts Receivable ReportIt helps law firms monitor client invoice statuses and outstanding balances, ensuring effective cashflow management & timely collections.
Aged Accounts Receivables ReportA detailed analysis of unpaid client balances over time, helping law firms manage overdue payments and maintain financial health.
Attorney Revenue ReportTracks the revenue generated by individual attorneys to assess performance, track key financial metrics, & optimize resource allocation.
Cash Receipts ReportA comprehensive view of all cash transactions, ensuring precise financial tracking & supporting effective revenue management for firms.
Client Trust Balance ReportOverview of client trust fund statuses and recent activities, ensuring effective management and compliance.
General Client Ledger ReportA comprehensive log of all client financial transactions, enabling accurate and transparent financial tracking.
Payments Collected ReportA detailed record of payments received against invoices, organized by date, matter, & client for effective financial management & tracking.
Trust Account Ledger ReportA detailed log of all trust account transactions, grouped by client and accounts, ensuring transparent & accurate tracking of client funds.
Trust Summary by Client ReportAn efficient overview of trust fund balances and transactions by client, ensuring accountability and optimized financial management.
Trust Summary by Matter Report
Trust Summary by Responsible Attorney ReportOverview of trust fund transactions organized by the responsible attorney, ensuring accountability and streamlined financial management.