Legal Ledger Client Practice Database

The Legal Ledger Client Practice Database has been designed to fully integrate with the Legal Ledger Accounting and Time Recording but can also operate independently. I the features listed below, those can apply to the integrated system are highlighted with those that are automatically updated in the integrated system but manually updated in the stand alone option marked.

Features

• User defined five-digit alpha numeric client referencing
• User defined codes for use as filters in reporting and, more importantly mailshot / marketing activities
• Two-digit alpha numeric client type indicator
• Assigned Fee-Earner to be responsible for the client
• Billing figures - bills paid/written-off year to date, previous years
• outstanding unpaid bills total.
• Work-in-progress (WIP) current, previous years, written off.
• Wills, Deeds and other documents record - when lodged, notes, review date.
• Number of Active matters currently handled.
• Number of Closed matters previously handled.
• AML Anti-Money Laundering compliance & auditing
• Conflict checking compliance & auditing ( Document storage - the history of all of your marketing and non-case correspondence)