Case-linked costs
Expense details and supporting documents remain connected to the responsible matter.
Expense tracking
Keep case costs organized and prepare approved accounting handoffs.
What it does
A practical part of the firm’s workflow.
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.
Review queue
Authorized users can inspect items awaiting action before moving them into a staged accounting workflow.
Configured mappings
Approved categories and accounts can align the case record with an enabled external accounting connection.
How it works
What the team can expect.
Record the expense
Confirm the case, date, amount, payee, category, description, and supporting document.
Review and approve
Resolve missing information and verify that the item is ready for the firm’s accounting procedure.
Stage and reconcile
When enabled, prepare the approved handoff and confirm the result in the authoritative accounting record.
Capture the cost while the context is still clear.
Keep case expenses organized and ready for the approved accounting flow.