Invoice and Expense Management
A comprehensive solution in CaseCentral that allows law firms to efficiently manage and track expenses and invoices related to legal services, ensuring accurate billing and financial transparency.
Invoice Management
Streamlines the creation and management of invoices, maintaining clear financial records and ensuring timely payments.
- Manage Client Invoices: Generate invoices based on legal services delivered & according to agreed legal services fees during matter creation. Send receipts once payments are made, providing clients with timely confirmations.
- Manage Purchase Invoices: Track and manage invoices for purchases made from suppliers, ensuring all supplier details are recorded accurately.
- Payment and Contact Management: Manage payments for client and purchase invoices while maintaining client and supplier contact details for efficient communication.
- Manage Advances: Keep records of advance payments made by clients, ensuring proper accounting and clarity in financial transactions.
Expense Management or Legal Service Entry
Centralizes expense tracking and oversight, ensuring accurate record-keeping and streamlined financial workflows.
- Employee Advances & Expense Claims:Categorize expense claims and allow employees to create expense claims for a matter wise.
- Unit of Measure (UOM): Define units of service (e.g., hours, sessions) to ensure accurate billing based on the service provided.
- Payment Receipts and Confirmations: Efficient handling of accounting entries for advances and expense claim payment.
- Multi-Currency Support: Issue invoices in various currencies, catering to international clients and ensuring accurate conversion rates.