What’s in financial operations
4 modules, one workspace.
InvoicingThe invoice assembles itself from the work.Time and disbursements entered on the Feesheet or matter move through billing approval into a branded invoice, reminders do the chasing, and received payments are reflected against the invoice.
- Assembled from approved entries
- Chased without chasing
- Payments recorded clearly
- Record as you work
- Track billable targets
- Straight into billing
- Three-way, continuously
- Clear and attributable
- Certified in NSW
- LSA in the quote workflow
- Conflict-checked before conversion
- Signed, then opened
See these modules running on your firm’s own matters, with your data in front of you.
The rest of the platform
It only works because the rest is in the same place.
Case & client managementMatters, clients, tasks and calendars in one workspace, so the whole firm works from the same record.Documents & complianceDocument management, precedents and safe custody, versioned and auditable on the matter.IntelligenceAI and MCP product direction, reporting and dashboards, connected to the firm’s practice data.
Data hosted in AustraliaOne platform, one login, one audit trail across every module.See the integrations
See financial operations on your firm’s matters
A focused 30-minute walkthrough with a specialist who understands legal practice and compliance.