The ADAM Solicitors Time Recording and Accounting System
A fully comprehensive administration system for medium to large firms of
solicitors.
The preferred computer system is a Sun SPARCserver UNIX computer upon which
the data resides, together with a Network of Pcs.
The main subsystems are :
Time Recording
Windows time recording from the fee-earner's desktop
Variety of time units
Click button work classification
Free format text notes
Calendar time review feature with pie chart
Chargeable/Non-chargeable time
Automatic write-off of chargeable time on final/interim bills
Disbursements
Batch posting with control totals and reporting option
Free format description for each transaction
Automated links to capture Equitrack transactions
Automated links to capture PC held transactions
Client Monies
Current and Deposit account facilities
Links to network based Client Monies Management System
Payments
Cheque printing daily or as required
Automatic posting to ledgers
Billing
Provisional billing guide prepared for each matter
Full control over what is charged
Periodic billing for bill grouped matters (unlimited number of matters)
Multiple billing (ie one matter up to 20 bills)
Group billing (ie up to 20 matters one bill)
Multiple VAT rates supported
VAT apportioned automatically with manual over-ride
Disbursements may be included, deferred or written-off
Profitability analysis by contributing fee-earners
Bill reversal facility
Monthly aged schedule of outstanding bills
Discrete Investment Business reporting
Potential bill reporting
Links to network based Credit Control System
Nominal Ledger
Full accounts to handle firms finances
Daily nominal update facility
Each transaction can update up to 20 nominal accounts
Multiple VAT rates supported
Flexible use of matter department, worktype, partner, fee-earner
as part of nominal account codes
Monthly nominal ledger updates
Automatic DDE linkages for Charts and presentation
Records Archiving
Permanent record of each matter opened containing notes and summary
financial data
Wills storage and location data accessed by Client name
Deeds storage and location data accessed by Client name
Property management facility for large commercial clients
Contacts data on-line access
Booking out system
On-line Queries
Windows queries facility
Access via Grouped Clients, Client or Matter
Index access via Name, Description, Address
Extensive links between Clients and contacts
Ledgers Client monies, Bills, Disbursements, Time
Bill and payment history
Management Reports
Flexible generation of reports by Client, Matter or Bills
Parameterised inclusions / exclusions
Parameterised or standard formats
Fee-earner financial/performance statistics
Fee-earner work-in-progress and chargeable time values
Fee-earner non-chargeable time
Final billed time
Provisions
Written-off bills
Concessionary bills
Principal client billings
Credit Control
Detail group aged work-in-progress and accounts
Summary group aged work-in-progress and accounts
Accounts Closure
Full closure with holding of permanent data
Intermediate closure
Potential full or intermediate closure reporting
Audit
Full audit of data linkages including account and time ledger and
balance checks
Unbilled time and disbursement audits
Transaction usage reporting
If you are interested in this system, please click the Query button.
