Raising the Bar with Practice and Financial Management for Small Law Firms

Practice Management with Clio

Clio is a practice management system that is specifically designed for solo practitioners and small law firms. Your important client data is securely accessible anywhere—from your PC, your Mac, and even your iPhone.

Why Clio:

Document Management – you can quickly and securely store/access electronic copies of relevant file correspondence.

Bank Grade Security -256-bit SSL encryption combined with enterprise-class data security and redundancy, this ensures the safety of sensitive client data.

Time Tracking – Effortless time tracking ensures simplified and accurate billing and recovery.

Simplified Billing – Intuitive billing system streamlines the process of generating flexible, professional-looking invoices.

Task Scheduling – Rich calendaring and task management capabilities facilitate accurate and collaborative deadline management.

100% web-based – With nothing to install, Clio can be accessed from Windows or Mac based computers using any modern web browser.

Features

• Client and Matter Management
• Timesheets/Activity Tracking
• Time Reporting
• Performance Analysis and Reporting
• Calendaring and Reminders
• Trust Accounting / Account Management
• Clio ClientConnect (Client Extranet)
• Client Document Sharing / Collaboration
• Online Bill Payment (Receive payments for bills via Clio ClientConnect)
• QuickBooks Integration
• Reporting
• Multi-user access
• SSL Encryption & Secured Data Storage
• Client Billing and Invoice Generation
• Document Management

Benefits

• Focus more time on clients and less time on the software and computer infrastructure
• Your calendar is available wherever and whenever you need it
• Simple, cost effective, efficient practice management software for the small firm
• Clean interface. Relatively easy, intuitive to use
• Allows you to keep key client data at your fingertips, wherever you are – using any computer or even your iPhone
• Software updates are free and available when you log in
• Integrated time tracking system makes it easy  to keep detailed and accurate time records.
• With Clio Connect users to share information and collaborate with clients through an easy-to-use online interface
• Stay on top of critical deadlines and your day-to-day tasks with Clio’s task management system
• E-mail integration makes it easy to associate e-mails directly with a matter
• Single Sign-On, calendar sync and contact sync all help make sure switching between Google Apps and Clio is completely painless

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Financial Management with Xero

Xero is an easy to use, web based, award winning accounting application designed for small businesses and their advisors. Access is available to your accounts anywhere and at anytime. Your data is secure even if your computer is lost or stolen.
The dashboard gives you a real-time view of your business at a glance, including bank balances and money coming in and going out.
Receive automatic bank statement feeds into your accounting application each day. No more data entry or downloads. Reconciliation is a breeze and you’ll have much greater visibility of your cashflow. Give your accountant and advisors access so they can offer better and more timely advice. Unlimited users all for one monthly price. See at a glance who owes you money. Customize, create, send and receive invoices. Generate and view interactive reports with ease. Unlimited support, around the clock email support and detailed online help centre.

Why Xero:

Real Time: Obtain real time information about your business finances and cashflow, create real time reports as well as integrated invoicing for staying updated about your business. Xero also allows you to import you bank transactions. You can authorize anyone into your accounts to collaborate on your financial numbers. Also there is an unlimited number of user logins.

Mobile: You can use Xero even on your mobile and get an overview of the accounts for every organization you manage. Be informed about your bank balances, recent transactions and who owes you money on the go. With a single tab you can call any contact with your iPhone, Windows Mobile or Blackberry.

Features:

• Online – See your cashflow in real-time. Login from anywhere
• Banking – Automatically import and code your transactions
• Invoicing – Create and send invoices automatically
• Add-ons – Pick from a wide range of powerful add-ons
• Dashboard – Instantly see your bank balances, sales & bills
• Free Online Support
• Multi-currency
• Financial Reporting
• Fixed Asset Depreciation
• Employee expense management and reporting
• Payroll and much more….

Benefits:

• Keep your accounting data safe & secure
• Access your accounts online anytime from anywhere, even on the go using your mobile
• Get better visibility of your cash flow with real-time data
• Greatly reduce the time you have to spend to keep your accounts up to date
• Beautiful design makes it fun and easy to use
• Software updates are free and available when you log in
• Collaborate with your team and your accountant. You decide what each person can see.

Contact us to get started or for more information.

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