AccountEdge For Attorneys
A comprehensive accounting software package customized for legal practices looking to automate their billing and accounting.
- Comprehensive system -‐ Accommodates, manages and preserves every financial transaction of your law firm.
- Cost effective -‐ One time purchase that provides ownership of your software and your data.
- Organize documents -‐ Central repository for business and client documents; can attach documents to all transactions, client/vendor cards, cases and departments.
- Efficient -‐ Time tracking entries automatically populate the accounting database.
- Mac or PC -‐ Copy your data from one platform to the other and do your work.
- Secure and private -‐ Multi-‐level password protection allows users to only see what you want them to see.
- Grows with your firm -‐ Start as a single user and grow into multi user; no file limits.
- Technical support -‐ The technical support team is available by phone or email.
- Annual feature upgrades -‐ New features are added annually based on your feedback.
- Time billing activity list is customized for legal professionals.
- Set rates by client, staff member, lawyers, activity, or rate level matrix.
- Track time on desktop computer, iPad (free), iPhone (free), Cloud (monthly fee).
- Summarized or detail reports sorted on: activity, client, timekeeper, or case.
- Tracks non-‐hourly internal costs (ie: copying) and out-‐of-‐pocket costs (ie: fees paid out).
- Tracks unbilled or pro bono time.
- Activity slips sort chronologically on invoices, but can also sort by timekeeper or case.
- Include or exclude timekeeper’s notes on invoice.
- Invoices and statements are customized with your logo.
- Batch email or print invoices and statements.
- Place headings and subtotals on invoices.
- Numerous sales and accounts receivable reports.
- All sales and payment entries post to the general ledger.
Client Trust Funds
- Keeps ledgers for each client.
- Write checks directly from client’s funds.
- Easily pay internal invoice from client’s funds and transfer funds to operating account.
- Either print or email fully customizable Client Funds Statements.
- Set minimum balance and “replenish to” amount; automated replenishment request letter.
Other Accounting Features
- Complete A/P section; turn Quotes into Purchase Orders and then into Invoices.
- Bank and credit card transactions can be entered individually or downloaded from your online accounts.
- Multiple payroll options.
- Divide your company into multiple profit centers by using Departments or Categories.
- Hundreds of indexed financial reports that can be customized for specific reporting needs.
• AccountEdge For Attorneys, fully installed and customized…$599
• Each additional workstation…$299
• Additional training and accounting services…$150/hour
AccountEdge For Attorneys is made available by Debbie Koltun of Accounting Evolutions. Accounting Evolutions brings extensive experience and unparalleled product knowledge to help companies with their operational and accounting needs.
Debbie Koltun has been consulting businesses with AccountEdge software for over 20 years and was AccountEdge’s first certified consultant. AccountEdge and Debbie Koltun have a successful partnership working together on new approaches to business solutions and practical applications of the software.
• Email Debbie@accountingevolutions.com
• Call 323.855.8228