Overview:
The Finances Module is a comprehensive system designed to help corporations track, forecast, and manage legal expenses. This tool is essential for organizations seeking to improve financial oversight of their legal matters, streamline invoice reviews, and stay on budget.

 

Key Features:

1. Expense Tracking: Monitor spending across law firms, matters, and tasks.
2. Forecasting: Predict future expenditures based on matter properties and tasks.
3. Invoice Management: Import, review, and approve invoices with configurable workflows.
4. Budget Management: Set and compare financial allocations against actual spending.
5. Signature Authorities: Define approval workflows based on spending thresholds.

Purpose:
The FM module helps organizations:

• Track financial performance of law firms and matters.
• Forecast costs to maintain financial control.
• Optimize invoice review processes.

Navigation:
The module includes the following components:

• Easy Setup for FM
• Enable a Law Firm
• FM Manual Setup + Config (Advanced)
• Forecast Rules
• Budgets
• Signature Authorities
• Forecasts (Viewing, Filtering, Exporting)
• Invoice Importing
• Invoice Review