Legal · business software

The solution for fiduciary firms

MCA Figure, Swiss cloud software for fiduciaries: immediate detection of accounting discrepancies, tracking of legal deadlines and Time-sheets for billable services.

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A common software foundation for every trade

The MCA-Kalé and MCA-Colibri business solutions are built on a common architecture, designed to meet the essential needs of any professional activity, whatever the sector. This foundation is organised around three main families of features: ERP, CRM and CMS, which together cover operational management, customer relations and document production.

Beyond this common foundation, each solution can be enriched with additional modules, specifically developed to meet the particularities of each business sector. With over 100 modules available, MCA-Kale covers a wide range of trades and gives every practice, firm or company a tool perfectly adapted to its specific needs.

Access governanceUser and access management makes it possible to steer and secure the whole ERP, CRM, CMS system by organising user accounts, defining custom profiles and controlling access rights. It ensures that each employee only has the features and information matching their role, while guaranteeing full traceability of the actions performed.
The foundation of operational managementThe ERP module is the core of the tool, with logistics, invoicing and accounting management. It also includes an HR module dedicated to payroll. This building block, shared by all users, guarantees reliable and centralised management of the company's administrative and financial flows.
Customer relationsThe CRM module handles the whole customer relationship: sending e-mails and letters, booking appointments, managing the schedule, sending SMS and newsletters, receiving customer requests, as well as a ticketing system to track requests related to logistics or invoicing.
Document managementThe creation of documents customised to business needs: letters, contracts, forms, questionnaires, while also generating usage statistics.

Clients, deeds and practice management

MCA Figure covers client management, invoicing and document production for the practice, from procedural documents to legal opinions.

Clients and invoicing

  • Client management with reports
  • Client sub-ledger
  • Quotes and advance requests
  • Invoices with QR code, IBAN PDF and credit card via Stripe
  • Several correspondents per invoice, with customised text
  • Sending of quotes and invoices as PDF by e-mail
  • Receipts via camt.054, ISO 20022 standard
  • Open invoices table with reminders and charts
  • Credit notes and open deposits

Procedural deeds and documents

  • Summonses and citations
  • Submissions: claim, defence, reply
  • Applications: interim measures, payment order
  • Formal notices
  • Settlement agreements and transactions

Contractual deeds

  • Employment contracts
  • Commercial contracts: sale, services, distribution
  • Articles of association and shareholders' agreements
  • General terms of sale and use
  • Commercial and professional leases

Consultations and legal opinions

  • Summary notes and written consultations
  • Legal opinions structured by topic
  • Legal audit reports

Client file and practice management

  • Standard letters: reminder, summons, notification
  • Engagement letters and fee agreements
  • Minutes of meetings and hearings
  • File tracking sheets
  • Client information collection forms
  • Pre-consultation questionnaires by area of law
  • Statistics and reporting: deadlines, resolution rate, revenue by practice area

MCA Figure, tailored to your requirements

A turnkey, personalised solution, accessible from computer, tablet or smartphone, with a client portal. Automate your day-to-day administrative tasks.

1An auditWe analyse how you work and what you really need.
2SpecificationsTogether we define the exact scope of your solution.
3ImplementationDeployment, training and support for your teams.

The benefits of MCA Figure

Three building blocks working together, completed by the modules specific to your business.

ERPDay-to-day management

Management of multiple accounts and principals, in compliance with Swiss accounting rules.

CRMClients and contacts

Tracking of clients and prospects, contacts and communication history.

CMSLinked documents

Contract templates and standard letters linked to files, with attachments.

Diary and scheduling

Appointments, tasks by file and team schedules: all your planning in one place.

Real-time reports

Instant statistics and reports, as charts or tables.

Let's talk about your mandates

A demonstration tailored to the Swiss fiduciary sector, with no obligation.

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+30yearsyears of industry expertise
4native languages · FR DE EN IT
8industries covered