The solution provides centralized financial and administrative management of clients, legal mandates, and legal case files.
\nIt ensures rigorous tracking of services, invoicing in accordance with Swiss law firm practices, and complete control over collections, while guaranteeing traceability, confidentiality, and transparency.<\/p>\n
• Client and Case Management
\n– Creation and complete management of client records (individuals and legal entities)
\n– Detailed tracking of legal mandates and case files (civil, criminal, commercial, real estate, family, inheritance, employment law, etc.)
\n– Complete history of activities, correspondence, hearings, and documents
\n– Tracking of services, provisions, disbursements, fees, invoices, and payments received
\n– Analytical reports by client, mandate, employee, or period
\n• Client Subledger Accounting
\n– Accurate monitoring of individual accounts: balances, outstanding invoices, provisions, deposits, and payments received
\n– Management of client accounts with a clear overview of receivables by client or case
\n– Control of reimbursable disbursements and expense advances
\n• Provisions, Deposits, and Invoicing
\n– Creation of customized provision and deposit requests according to the type of legal mandate
\n– Billing of legal fees based on time spent, fixed fees, or agreed billing terms
\n– Management of disbursements and reimbursable expenses
\n– Payment methods:
\nQR invoice
\nIBAN PDF
\nCredit card (Stripe)
\nAutomatic payment collection via camt.054 – ISO 20022
\n– Management of multiple recipients for the same invoice (client, legal protection insurance, company, third-party payer, etc.)
\n– Customizable invoice and correspondence templates according to the case type
\n– Email delivery of provision requests, deposits, and PDF invoices
\n– Open invoice tracking table with automatic reminders
\n– Billing reports, charts, and statistics
\n• Open Invoice and Reminder Management
\n– Dashboard of outstanding invoices
\n– Reminder and follow-up management
\n– History of communications with clients
\n– Real-time monitoring of payments and account balances
\n• Graphical Dashboard
\nA summarized view of the firm’s activity:
\n– Outstanding invoices
\n– Pending provisions
\n– Collections
\n– Revenue
\n– Billing trends
\n– Distribution of legal fees by employee, client, or legal practice area<\/p>\n
A clear and dynamic dashboard providing an immediate overview of the firm’s financial activity and supporting effective practice management.<\/p>\n","protected":false},"featured_media":0,"template":"","meta":{"content-type":"","inline_featured_image":false,"_price":"","_stock":"","_tribe_ticket_header":"","_tribe_default_ticket_provider":"","_tribe_ticket_capacity":"","_ticket_start_date":"","_ticket_end_date":"","_tribe_ticket_show_description":"","_tribe_ticket_show_not_going":false,"_tribe_ticket_use_global_stock":"","_tribe_ticket_global_stock_level":"","_global_stock_mode":"","_global_stock_cap":"","_tribe_rsvp_for_event":"","_tribe_ticket_going_count":"","_tribe_ticket_not_going_count":"","_tribe_tickets_list":"[]","_tribe_ticket_has_attendee_info_fields":false},"product_brand":[],"product_cat":[151],"product_tag":[],"class_list":["post-84936","product","type-product","status-publish","product_cat-uncategorized","first","instock","virtual","taxable","product-type-simple"],"yoast_head":"\n