Demonstrations

Legal-e is currently developing online demonstrations of our Legal Office product. Presentations will be included below as they become available.

Online Legal Office Demonstrations

• My Workspace
• (watch this space)

Managing Clients

MyClients displays information and key financial balances for clients that you are responsible for. Additional filtering and sorting options mean you can see important information immediately. Client precedents can be created quickly and easily.

Context menu functions available on this screen are:

• Client inquiry
• Client precedents

Client information including summarised financial and statistical information displayed at the client level. All balance fields can be drilled down on to display individual transaction details. Transactions for all of the client’s matters can be displayed.


Adding or amending existing clients is quick and easy. In most cases, a client record can be created using one screen only.

Key features

• Conflict search on any field e.g. name, address, phone, email
• Unlimited address and phone records
• Address and phone record sharing
• Unlimited note recording
• Individual bill rate codes
• Debtor interest charging
• Unlimited user defined fields
• One screen entry (in most cases)

Managing Matters

MyMatters displays information and key financial balances for matters that you are responsible for. Additional filtering and sorting options mean you can see the important information immediately. Matter level precedents can be created with one click.

Context menu functions available on this screen are

• Matter inquiry
• Matter maintenance
• Client precedent
• Matter precedent
• Print statement
• Place on hold/release hold/close
• Raise a cheque to the client
• Raise a disbursable cheque
• Raise a disbursement
• Raise a bill
• Pay debtors from trust
• Client notes

Matter information including summarised financial and statistical information displayed for the matter level. All balance fields can be drilled down on to display individual transaction details. Matter information is available from the various tabs.

Context menu functions available on this screen are

• Inquiry print
• Pre billing report
• Client maintenance
• Matter maintenance
• Client precedent
• Matter precedent
• Place client on hold/release hold/close matter
• Pay debtors from trust
• Raise a payment to the client
• RCreate journal transfert
• Raise a disbursement
• Raise a billable cheque
• Raise a bill
• Print statement
• Client notes

Adding or amending existing matters is quick and easy. In most cases, a matter can be created using one screen only.

Key features

• Up to 5 reporting authors
• Unique matter contact details
• Third party billing
• Automatic payments
• Automatic generation of the Terms of Engagement letter
• Unique matter billing rates
• Fee alert levels
• Unlimited matter notes
• Locate matter by description search
• Conflict search

Creditors

The Legal Office Creditors Module maintains records of all accounting transactions between a company and its suppliers, providing facilities for cash flow management and supplier analysis.

Key features

• Supplier master record
• Invoices, credit notes and payments

• Automatic, manual or electronic payments supported
• Automatic Remittance advice and Cheque printing
• Screen Inquiry of Creditor accounts displaying all transactions
• Ability to work with 3rd party GL
• Partial payments supported
• Allows for immediate or delayed posting to the General Ledger
• Postings can be in summary or detailed transaction batches
• Multiple companies supported
• Complete transaction history retained

Mortgage Matters

Managing your mortgages has never been easier. Individual or group processing means you can process mortgage charging, distribution and payments quickly and efficiently. User defined format of interest notices, mortgage statements and tax certificates give you complete control over how you report to your clients.

Key features

• Individual or bulk interest charging
• Individual or bulk interest distribution
• Individual or bulk payments to investors

• Interest Notices
• Mortgage Statements
• Tax Certificates
• Manage all Mortgages in one screen
• Manage all Investors in one screen

Context menu functions available are

• Matter Inquiry
• Create a Precedent
• Charge mortgage
• Un charge mortgage
• Charge principal
• Apply/Remove Penalty
• Distribute charges from trust
• Reverse distribution

• Create Interest Notice
• Create Mortgage Statement
• Create Tax Certificate

General Ledger

Legal Office comes with an integrated General Ledger as standard. All transactions recorded in Legal Office flow through to the general ledger accounts. User defined transaction mapping means you determine how your P&L and Balance Sheet are impacted. Up to date critical business information is always available.

Key features

• Multiple companys supported
• Consolidation available
• Free format reports

• Import from excel
• Recurring batches and automatic reversals
• Summary or detailed transaction data recorded
• Prompt production of Profit & Loss Statement. Shows actual against budget with percentage variance for current period and year-to-date. User may select the month/period or have all 12 months on one report in 12 columns
• 12 user defined period-end dates OR standard end-of-month accounting
• Balance Sheet with 'actual' and 'budgets' at any time for any stored period or year
• Trial-balance at any time for any stored period or year
• Journal entries, including 'reversing journals' and cost-centre journals.
• Automatic Pre-payments and Accruals with reversing
• Auto-postings for recurring entries
• Full double-entry controls
• Extensive on-screen enquiry on ledger accounts with 'drill-down' to invoices or payments. Options for viewing any period or date rangee, the year-to-date or all transactions for the previous 12 months. Can also show the full 'journal context' of any posting
• Optional Multiple Cost-centres Analysis with individual P & L Statements
• Automatic data-file export of trial-balance to formats such as Excel, Lotus 123, Ascii text

Raising a Bill

Legal Office Billing is quick and easy to use. Bills are created, printed and filed within Legal Office. Text editor narration and comprehensive bill formatting options mean you determine your bill’s appearance.

Key features

• Multiple draft bills can be created and worked on for a single matter
• Matter, Client, Department, Branch, Firm level bill formats available
• Individual time and disbursement transactions used to build the bill
• Split time and disbursement transactions

• Time write-off, premium and anticipation
• Disbursement write off, generation and anticipation
• Bills are retained within Legal Office and can be reprinted at any time
• Text editor narration including spell checker
• Debtor client billing
• Multi matter billing
• Bill reversal and crediting
• Electronic billing supported

Recording Time

Enter a manual time line or use the timer for quick and easy time recording. Legal Office is configured to default the most common values and choices leaving you with only a few fields to complete. You can, of course, override these default values.

Simply double-click the clock to start the timer. You will notice the clock has begun and displays the time counter. The green activity button indicates the timer is running, click this to pause and click again to re-start the timer.

Key features

• Edit a timeline
• Delete timeline
• Update timeline
• Update all of today’s timelines
• Create a reversal timeline
• Duplicate a timeline
• Un-update a timeline