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DeepERP for

Professional services firm (law, accounting)

Law and accounting firms: matter intake with conflict and identity checks, time to bill, write-offs approved by a partner, disbursements and client money kept apart.

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Workflows for your business

  • Matter intake
  • Time to bill
  • Client money
  • Disbursements

Your starting setup

  • Professional time
  • Office supplies

Work organized around your team

  • Partner
  • Project manager
  • Consultant

Your industry setup is reviewed before it is applied. Available tools depend on your package and each person's access. Your team retains approval of sensitive actions.

Workflows for your business

Matter intake

A new matter checked for conflicts and the client's identity, the engagement letter signed, and the matter opened.

  1. New matter or engagement enquiry
  2. Conflict check cleared
  3. Client identity checked
  4. Engagement letter and fee basis signed
  5. Matter opened

Time to bill

Time recorded daily, the pre-bill reviewed by the partner, write-offs approved, the bill issued and overdue fees chased.

  1. Time recorded daily
  2. Pre-bill reviewed
  3. Write-offs and discounts approved
  4. Bill issued
  5. Overdue fees chased

Client money

Money held for clients kept in its own account against the matter, moved to the office account only for a billed fee by a person, and reconciled monthly.

  1. Client money received into the client account
  2. Held against the matter, never as fee income
  3. Transfer to the office account for a billed fee approved
  4. Client account reconciled monthly

Disbursements

Court, filing and third-party fees paid for a client, linked to the matter and recharged on the next bill.

  1. Court, filing or third-party fee paid
  2. Disbursement linked to the matter
  3. Recharged on the next bill

Scope to review with your team

  • Client money is kept in its own liability account and bank account; transfers to the office account are always a person's decision.
  • Conflict checks search the customer and matter lists; there is no separate conflicts database.

See this industry in DeepERP

Tell us how your business works. We will walk through the relevant workflow and confirm what is included before you choose your setup.

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