What stops being your problem.
Not features added. Work removed. Every line below is work your firm does today that the matter record does for you instead.
- Month-end reconciliation as a reconstruction.It reconciled continuously, all month.
- Entering the same credit note twice.Credits and adjustments are managed in Logic Firm, while a credit note applied in Xero is reflected back.
- Re-keying time at month-end.Fee earners record it from the Feesheet as they go.
- Building the external examination pack by hand.The trail is already there, filtered and exported when the examiner asks.
The day, minus the friction
Four differences you notice in the first week, not after a rollout project.
Log it as you work
One workflow lets users record time on the matter while it’s still fresh.
Payments stay visible
Invoice and payment status remain clear, with trust used where it applies.
Reconciled continuously
Ledger, bank and control account stay in three-way agreement, always.
Feesheet as you go
Record time from the Feesheet while the work is fresh.
Trained on the ledger you’ll actually run.
The Finance Team track covers the whole financial landscape, so the people relying on the sync understand exactly how it behaves before go-live.
And before any of that, migration planning agrees the exact reconciliation requirements a finance team cares about, all matters, work in progress, debtors and trust balances, with nothing going live until the imported data is reviewed and a signed approval report exists.
Your track covers, on your real data
- 01Billing, invoicing and receipting
- 02Trust accounting
- 03Debtors and financial reporting
- 04End-of-month procedures
- 05The Xero integration itself
Asked by people in your seat.
The questions finance teams put to us before they commit, answered the way we answer them on a call.
Key features
Explore each connected feature in full. One platform, one record, with optional services identified separately.