Law Firm POS

For law firms and legal consultants: consultations, cases with the court, case number and next hearing, monthly and yearly retainers, partner and associate hours, contracts and powers of attorney, company work, court fees paid for the client, and a Matters board.

Steps

  1. Pick a tab (Consultations, Cases & litigation, Retainers, Hourly work, Contracts & documents, Company & notary services, Court fees & disbursements) and tap the service.
  2. Type the client and, for a case, the court, case number, opposing party and next hearing; for hourly work, the matter number and the hours. Enter the agreed fee where the service asks for it, then tap Add.
  3. Court, notary and expert fees paid for the client go under Court fees & disbursements: type the amount paid and it is billed at cost, without VAT.
  4. Bill a company client "On account" for its monthly retainer, then open "Matters" to move each case or job: Opened, In progress / in court, Judgment / done, Closed (or Cancelled).

Tips

  • Keep each client's power of attorney and engagement contract, and each lawyer's practising licence, in Documents with expiry dates.
  • Set each lawyer's hourly rate on the hourly services (Services) so every invoice uses the agreed rate.

In the app, press F1 or ? on this screen to open this guide next to your work.

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