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Software - Client Accounting

LSSe64 Client Accounting is more than the average time and billing program.  It’s a comprehensive system designed for busy law firms.  It’s a sophisticated system that is also simple to use.  It’s a system that is appreciated by accounting departments, attorneys and staff alike.  Give us a call when you’re ready for a personal demonstration.  We’ll take the time to provide an in-depth walkthrough of the specific functions and features that are important to you.  LSSe64 is a system that deserves to be seen first-hand.  Below are just a few highlights of the LSSe64 Client Accounting module.

Time, cost and expense tracking

Time entry includes a timer, options for direct or batch entry, real-time validation of rates and bill amounts, text expansion codes, interactive spell check, custom formatting of narrative (bold, underline and italics) and user-defined templates for common transactions.  Time entry also offers dozens of user-defined preferences so that each person can tailor the time entry experience to best suit their individual needs.  For example:

      - populate hours field with the total of bracketed values entered within the narrative
      - automatically start the timer when a new entry is started
      - automatically capitalize the first letter of narrative
      - automatically add a period to the end of the narrative if the narrative doesn't already end with a period
      - automatically insert task code description into the narrative whenever a task code is used
      - and many more...

Cost entry is very similar to time entry, and also includes the ability to import data from third-party cost recovery systems.  Client expenses entered in Accounts Payable automatically appear on client accounts and bills.  If scanned copies of invoices or receipts are attached to the A/P transaction, those images become part of the billable expense transaction and can even be included on billing statements to the client.

Customizable billing guidelines

Billing guidelines provide a way to enforce rules on data entry (primarily time entry) for individual clients and matters.  For example, a billing guideline can be created so that hours entered to a particular matter are always in .25 increments, even if the firm standard is .10 hour increments.  Other guidelines that can be defined for a client or matter include:

        - task codes optional, required or prohibited
        - activity codes optional, required or prohibited
        - require work location
        - display a warning if a time entry approaches or exceeds an applicable budget
        - display a custom message such as “N/C travel time”

Additional billing guidelines can be used to restrict which timekeepers are allowed to enter time to a client or matter.  The system allows time entry to be restricted to specific timekeeper codes as well as general position codes.

Narrative restrictions can also be established for a client or matter.  For example, a guideline can be created that restricts the use of the word “draft” in a time entry.  The restriction can be defined to produce a warning when the phrase is used, or to prohibit its use entirely.  Narrative restriction definitions can include a list of suggested replacements as well as examples of usage guidelines.  For example, when the restricted word “draft” is found, the system could display a message requiring that the word be changed or removed, while suggesting that the word “prepare” be used instead.