Legal Practice
25 guides in this area.
Guide types: How-to for a task, Business process for an end-to-end flow, Page reference for screen detail, Data reference for stored fields, and Troubleshooting for recovery steps.
BSuit ERP (25)
Masters (5)
- ExpensesPartially reviewed7 fields. Filing fees, disbursements and costs incurred on matters. Billed expenses are locked; only Open matters accept new ones.
- Matter PartiesPartially reviewed4 fields. Clients, opposing and related parties — the conflict-of-interest registry
- MattersPartially reviewed8 fields. Client engagements — trust accounting, responsible attorney, and status
- TasksPartially reviewed7 fields. Filing deadlines, hearings and follow-ups across matters
- Time EntriesPartially reviewed7 fields. Attorney and paralegal time captured against matters
Reports (3)
- Legal PracticePartially reviewedMatters, billing, collections, trust and deadlines at a glance.
- ReceivablesPartially reviewedOpen legal invoices aged by days past due, grouped by client.
- Trust controlsPartially reviewedClient funds held in trust, exceptions, and the monthly three-way reconciliation.
Details and forms (2)
- Id detailsPartially reviewedWhy is the firm proceeding despite the conflict hit?
- InvoicePartially reviewedReference for Invoice in Legal Practice.
Articles and how-tos (2)
- Legal Practice: matters, time, billing, collections and client trustPartially reviewedOpen matters with a conflict check, set a fee arrangement, record time and expenses, bill and collect, hold client money in trust and reconcile it monthly.
- Getting started with Legal PracticePartially reviewedMatter management, time entries, and client invoicing for a legal practice.
Data reference (13)
- FeeArrangement — data referencePartially reviewed18 fields, 2 reference. All 18 fields BSuit stores for FeeArrangement (Legal Practice), with the record types they refer to.
- FeeMilestone — data referencePartially reviewed12 fields, 2 reference. All 12 fields BSuit stores for FeeMilestone (Legal Practice), with the record types they refer to.
- LegalExpense — data referencePartially reviewed17 fields, 2 reference. All 17 fields BSuit stores for LegalExpense (Legal Practice), with the record types they refer to.
- LegalInvoice — data referencePartially reviewed30 fields, 2 reference. All 30 fields BSuit stores for LegalInvoice (Legal Practice), with the record types they refer to.
- LegalPayment — data referencePartially reviewed19 fields, 2 reference. All 19 fields BSuit stores for LegalPayment (Legal Practice), with the record types they refer to.
- LegalPaymentAllocation — data referencePartially reviewed8 fields, 1 reference. All 8 fields BSuit stores for LegalPaymentAllocation (Legal Practice), with the record types they refer to.
- Matter — data referencePartially reviewed24 fields, 1 reference. All 24 fields BSuit stores for Matter (Legal Practice), with the record types they refer to.
- MatterDocument — data referencePartially reviewed10 fields, 2 reference. All 10 fields BSuit stores for MatterDocument (Legal Practice), with the record types they refer to.
- MatterParty — data referencePartially reviewed9 fields, 2 reference. All 9 fields BSuit stores for MatterParty (Legal Practice), with the record types they refer to.
- MatterTask — data referencePartially reviewed14 fields, 2 reference. All 14 fields BSuit stores for MatterTask (Legal Practice), with the record types they refer to.
- TimeEntry — data referencePartially reviewed16 fields, 2 reference. All 16 fields BSuit stores for TimeEntry (Legal Practice), with the record types they refer to.
- TrustReconciliation — data referencePartially reviewed17 fields, 1 reference. All 17 fields BSuit stores for TrustReconciliation (Legal Practice), with the record types they refer to.
- TrustTransaction — data referencePartially reviewed21 fields, 2 reference. All 21 fields BSuit stores for TrustTransaction (Legal Practice), with the record types they refer to.