Case billing visibility
Authorized users can review entries, invoices, payments, balances, and project funds in matter context.
Accounting reporting
Reconcile case and firm reporting with approved accounting data flows.
What it does
A practical part of the firm’s workflow.
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.
Queue and status review
Accounting work queues show which approved expense or trust items are awaiting action or staging.
Report-ready case records
Structured case and billing information can support approved saved reports within the fields available to the firm.
How it works
What the team can expect.
Select the period and population
Define the cases, dates, statuses, and financial fields needed for the operational review.
Compare the records
Reconcile case values and staged handoffs with the authoritative accounting information.
Resolve and document exceptions
Correct mapping, approval, or record issues before relying on the result.
Case numbers and accounting numbers should reconcile.
Review configured accounting handoffs and exceptions before relying on the result.