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 Functions in Finances:

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: Configure budgets to compare with actuals and forecasts.
5. Signature Authorities: Define approval workflows based on invoice amount.

Purpose:
Finances helps organizations:

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

Navigation:
Finances includes the following components:

• Finances Manual Setup + Config (Advanced)
• Forecast Rules
• Budgets
• Signature Authorities
• Forecasts (Viewing, Filtering, Exporting)
• Invoice Importing
• Invoice Review