Fee-Earner Time Tracking
Capture time on active matters with intuitive timers, hourly and fixed-rate structures, and standard legal activity codes.
- Interactive fee-earner timers with instant matter linking
- Support for hourly billing, fixed fee arrangements, and capped rates
- Customisable activity codes (Court, Consultation, Drafting, Research)
- Daily and weekly timesheet review views for fee earners
Disbursement & Expense Capture
Log out-of-pocket expenses, sheriff fees, counsel invoices, and travel costs directly against the matter with digital receipts.
- Matter-allocated disbursement logging with receipt attachments
- Advocate and expert witness invoice tracking
- Distinction between taxable and non-taxable disbursements
- Inclusion in automated draft invoice compilation
Draft Invoice Assembly & Partner Approvals
Generate professional draft invoices consolidating recorded time and disbursements for managing partner review before final issuance.
- One-click draft invoice generation from recorded WIP
- Partner review workflows for fee write-downs or adjustments
- Custom fee narrative editing and item regrouping
- Clear draft watermark until authorized and issued
Configured South African VAT Calculations
Generate tax invoices adhering to South African VAT requirements with accurate tax breakdowns and firm registration details.
- Configurable VAT rates (standard 15%, zero-rated, exempt)
- Compliant tax invoice layout with client and firm VAT numbers
- Subtotal summaries distinguishing fees from disbursements
- Clean PDF generation with firm branding
Debtors Ledger & Statements
Monitor outstanding accounts, generate aged debtor reports (30/60/90 days), and produce professional client balance statements.
- Aged debtor balances and outstanding accounts tracking
- Manual payment allocation against specific invoices
- Consolidated client statement generation
- Clear audit history of payment receipts and write-offs
Strict Trust vs Business Boundary
Maintain clear operational boundaries separating firm operational billing from trust account accounting and client balances.
- Operational segregation between operating billing and trust ledgers
- Controlled fee transfers from trust upon invoice approval
- Clear financial visibility without commingling accounts
- Audit trail supporting legal accounting compliance