Fee Earner Desktop
Client Account Enquiry
- View and manage your clients financial and time information from the desktop.No need to 'ask accounts'.
- Powerful 'query-by-example' to find client files quickly with the minimum of information.
- Simple click buttons for Financial, Time, Balances and Fixed matter details.
- Move between Tabs for office, client, disbursement, deposit, bills, credits & expenses.
- View time by fee earner, activity code , billed, unbilled or all.
- 'Drill down' to individual transactions in all displays.
- Alternately coloured scrollable grid makes for easy and error free reading.
- Incorrect balances highlighted in bold red.
- Each user can configure screen layout to suit personal taste.
- Show a 1 or 2 line transaction... choose to ignore reversals.
- Reports menu provides ledger, time and billing guide prints.