PlaintiffDesk connects Expense tracking, Trust accounting, Accounting reporting through the same case workflow, access model, and accountable team.
PlaintiffDesk connects Expense tracking, Trust accounting, Accounting reporting through the same case workflow, access model, and accountable team.
Keep case costs organized and prepare approved accounting handoffs.
Expense tracking keeps case costs with the matter and prepares approved items for an accounting handoff where a connection is enabled. Staff can review amount, category, payee, description, supporting document, and status before the expense leaves the case workflow.
View the full featureSupport controlled accounting workflows while keeping legal case context available.
Trust accounting workflows keep relevant case context visible while authorized staff prepare controlled requests for the firm’s accounting process. PlaintiffDesk can support staging and review where configured, but the firm’s trust ledger, approvals, reconciliation, and professional obligations remain authoritative.
View the full featureReconcile case and firm reporting with approved accounting data flows.
Accounting reporting brings case-level billing records and staged accounting activity into an operational review. Teams can compare expenses, invoices, payments, balances, project funds, and handoff status with the authoritative accounting record without treating the workspace as a complete general ledger.
View the full featurePlaintiffDesk connects Expense tracking, Trust accounting, Accounting reporting through the same case workflow, access model, and accountable team.