Enhancements
Firm Level Accounting
Powerful tools are now available to help manage Firm finances. The following enhancements are the foundation for a more comprehensive Accounting package that will be introduced in upcoming releases.
1. Accounting
- Summary – review and track financial activity for your business
- Ledger – see a record of financial transactions export available
- Expenses – view all entries or use filters export available
- Receivables – view all entries or use filters export available
- Transactions – view all payments, transfers and disbursements export available
- Important Actions: Mark entries as Deposited or Mark items as Void
- View Options: Previously Deposited, Deposit Ready, or Previously Voided
- Scheduled Payments – view all entries or use filters export available
- Important Actions: Create EFT or Post to Payments
- Deposits – review previous deposits of cash, check, or money order export available
2. Reporting
- Matters with Trust Balances
- Outstanding Receivables
3. Settings
- Bank Accounts – each firm now has a default Operating and Trust account. Add new accounts as needed.
- Receivable Types – customize the types of Receivables by editing existing types or adding new ones.
Lead Source Tracking
Manage and track how clients hear about you with the new Lead Sources options in Firm Settings, including:
- Customizable Lead Sources
- Assign Costs – Fixed, Monthly, Unit
- Collect “how clients heard about you” on the Online Intake Form
Note: Reports will be available in the next release
Display As Preference
Personalize how you want your clients names displayed with the new Display As Preference. Under Firm Settings, open Preferences to update your Settings.
Tip: Right-click on one of the column headers when viewing Contacts or Matters to choose which columns are important to view:
Forms Updates
Chapter 13 Plans
(TXS) Revised Chapter 13 Plan
(TNM) Revised Chapter 13 Plan
(CAS) Revised Chapter 13 Plan
(OHS) Revised Chapter 13 Plan – Cincinnati
Local Forms
(SC) New Supplemental Form – Application for Approval of Chapter 13 Attorney Fees and Notice of Opportunity to Object
(CAS) Revised Rights & Responsibilities of Chapter 13 Debtors and their Attorney (Consumer Case)
(CAS) Revised Rights & Responsibilities of Chapter 13 Debtors and their Attorney (Business Case)
(CAS) Revised CSD 1006 – Application to Pay Filing Fees in Installments
(CAS) Revised CSD 1186 – Request for Hearing
(CAS) Revised CSD 1129 – Order For Relief
(CAS) Revised CSD 1099 – Balance of Schedules and or Chapter 13 Plan
(CAS) Revised CSD 1100 – Amendment
(CAS) Revised CSD 3011 – Substitution of Attorney
(CAS) Revised CSD 1489 – Motion to Reopen Case
(CAS) Revised CSD 1020 – Form 3b Application for Waiver of Filing Fee
(CAS) Revised CSD 1171 – Debtor’s Motion to Value Real Property, Treat Claim as Unsecured and Avoid Junior Lien
Other
(UT) Exemptions Update