Access Legal Practice Management Reviews

Cash Receipts and Bank Reconciliation

Recording receipts against invoices is straightforward, and I can apply payments either partially or in full across multiple matters. The bank reconciliation tools are solid as well: I regularly import bank statements, match them to ledger entries, and work through any exceptions. Overall, this helps tighten cash control and cuts down the time I spend on reconciliations. I also run ageing reports to monitor overdue balances and identify collection priorities. These reports can be exported to Excel for further analysis or shared with the team for client discussions.

Limited Reporting Flexibility:

.The versatility and changes you can make to adapt the system to what you need

Some changes cannot be made by the user and requires the company to do so and they can be slow to change

Claim logging and monitoring

The ease of communication between parties.

How it links to outlook so emails can be sent with ease.

Shows you a task list so you can easily plan your day.

Allow a law firm to work in a practically paperless environment which saves the company money and is good for the environment.