Introducing CasemanPro’s New Legal Accounting Module

The legal industry is undergoing a transformation, and at SpineLegal, we’re
leading the charge by redefining how legal accounting should work. With the
upcoming launch of our new CasemanPro Legal Accounting Module, we’re
delivering a streamlined, efficient, and fully compliant solution for law
firms.

Legal accounting is often viewed as a daunting and complex process. To simplify
this, we’ve focused on two key aspects: Client Accounting and Office
Accounting.

Client Accounting: Simplified and Automated
Client accounting is the backbone of law firm financial management, and our
solution makes it both intuitive and robust. Here’s how:

1. Invoice Generation

Lawyers and law firms often focus on generating accurate and timely invoices. With CasemanPro, invoices can be created effortlessly from:

• Proposals and Quotations: Utilise pre-approved proposals or quotations
as the basis for invoices, minimising manual effort.
• Timer Functionality: Track billable time and convert it directly into
invoices. Perfect for lawyers who charge hourly rates.
• Custom Fees: Generate invoices for additional work, services, or
expenses incurred, such as procuring data solutions, hiring external counsel,
or managing extra services.

2. Client Ledger Management

Stay on top of your financial records with a robust ledger system that tracks
all financial activities:

• Receipts: From initial deposits and retainers to ongoing payments,
every transaction is logged.
• Payments: Record and manage payments made to suppliers or for
client-related services.
• Transfers: Maintain compliance with SRA (Solicitors Regulation
Authority) rules by keeping client and office money separate. Easily
transfer funds using the associated invoice for transparency and compliance.

Office Accounting: Full Control Over Firm Finances
While client accounting focuses on case-specific finances, office accounting
ensures the financial health of the entire firm. The CasemanPro Legal
Accounting Module provides tools for:

1. Firm-Level Financial Tracking

• Journals: Record all financial activities, from petty cash expenses to
major transactions.
• Reconciliation: Match and reconcile bank statements with your
accounting records seamlessly.

2. End-of-Period Processes

• Month-End and Year-End Closures: Conduct comprehensive reviews and
ensure all records are accurate and compliant.

3. Reporting and Insights

Generate detailed reports that provide insights into your firm’s financial
performance, ensuring informed decision-making.

Compliance and Transparency at Its Core
Legal accounting is not just about managing numbers; it’s about adhering to
strict regulatory requirements. With CasemanPro, compliance with industry
standards like the SRA rules is embedded into every feature. From
managing client money to generating transparent reports, we’ve got you covered.

Launching December 1st

The all-new CasemanPro Legal Accounting Module goes live on December 1st. Designed with legal professionals in mind, it promises to streamline your accounting processes, improve accuracy, and provide complete financial transparency.

Whether you’re managing invoices, reconciling accounts, or ensuring regulatory
compliance, CasemanPro equips you with the tools to handle it all with ease.

Stay ahead in the legal industry by embracing a solution that simplifies the
complex. With CasemanPro, your firm can focus on what truly matters—delivering
exceptional legal services.

Are you ready to revolutionise your legal accounting? Contact us today for a
demo.