Local and global pools
Office-level and firm-level pools, with balances on the dashboard.
Home / Accounts
Accounts & invoicing
From the fee booked to the invoice sent.
Fees, retainers and expenses are booked against the matter, shared into the firm's pools, and invoiced on your own letterhead.
Receipts
Book the fee against the work
Every fee record knows its total, what has come in and what is still owed.
- Receipts for jobs, monthly retainers and team members
- Monthly retainers can book themselves every month
- Referral percentage and referrer on the record
- Off-system clients and matters can be booked too
- Receipt numbers on every payment
Invoices
Invoices that look like your firm sent them
Raise a fee, retainer or expense invoice for one record or several, numbered in sequence and tracked until paid.
FeeRetainerExpense
- Your letterhead, signature and bank details on every invoice
- Preview, save as PDF, or download as Word
- Pending invoices in their own tab, so nothing owed is forgotten
Fee invoiceUnpaid
INV-0042INV/2026/0042
Northgate LogisticsC.P. No. D-771/2026
Professional feePKR 250,000
ReceivedPKR 100,000
BalancePKR 150,000
JobLocal pool 10%Global pool 5%
Sample invoice. Printed on your own letterhead with signature and bank details.
Pools
Share every fee the way your partnership does
A fee stays out of the pools until someone pushes it in. Then its local and global shares are set aside, at 10% and 5% by default, and you can change the split in settings.
Expenses
Job or office expenses, local or global, operational or capital, with expense heads and payment method.
Recoverable costs
Mark an expense recoverable and record the recoveries against it.
Yearly watch
Look back over 3, 6 or 12 months, or a window you choose.
Access
Accounts are opened deliberately
Seeing the firm's money is its own permission, separate from seeing its cases.
- Accounts access per person: none, chosen offices, or the whole firm
- Accounts roles: management partner, accountant and clerk
- Clerks work in expenses only
- Every accounts change is logged with what it was before and after
Ready when you are
See your fees, pools and invoices in one place.
Try accounts for five days in a workspace already furnished with sample data. No card, and nothing to cancel.