What Are Proclaim Accounts?

Proclaim Accounts is an advanced module that integrates seamlessly with the Proclaim Case Management System, providing a powerful set of financial tools designed specifically for firms delivering legal services. It functions as a comprehensive piece of legal accounting software that can be tailored extensively to suit the way your organisation operates. When fully developed, Proclaim Accounts enhances financial accuracy, saves time and supports smoother day-to-day operations across all departments.

From automated bank reconciliation to bulk cheque printing, smart slip posting and detailed financial reporting, Proclaim Accounts offers a structured and efficient approach to financial management. Eclipse has released several variations of this module, and our team has extensive experience developing and refining each version to ensure it meets the precise needs of any modern law firm.

Key Features That Can Be Developed in Proclaim Accounts

Auto Bank Reconciliation

One of the most valuable features of Proclaim Accounts is its ability to import bank statement data directly from a spreadsheet. Once imported, the system automatically matches transactions against your records, dramatically reducing manual work. Without this feature, accountants must review each line individually, which is both time-consuming and inefficient. Automated reconciliation improves productivity and minimises the risk of human error, a major advantage for firms handling high caseloads or claims management work.

Cheque Printing

Proclaim Accounts also includes flexible cheque-printing functionality, allowing you to customise cheques, attach remittances and format outputs to match your firm’s stationery. Cheques can be produced individually or in bulk, significantly reducing the administrative burden. This automation allows internal teams and fee earners to work more efficiently, freeing up time for higher-value tasks.

Smart Slip Posting

Slip posting can be streamlined considerably within Proclaim Accounts. Custom rules can be created so that commonly used slips auto-populate key details, eliminating repetitive data entry. Additional workflow triggers can also be configured, for example, generating the correct court fee automatically when drafting an N1 Claim Form. These features make financial processing faster, more accurate and easier to manage across the entire lifecycle of a case.

Financial Reporting

Proclaim Accounts provides the ability to report on any data stored within the Proclaim system, giving firms access to meaningful management information. Reports can be tailored to highlight financial activity, such as:

• Slips requested by fee earners but not yet posted
• Value of cases billed daily, weekly or monthly by fee earner, case type or source of work
• Disbursements paid within a set period
• Anticipated disbursements not yet paid

These reporting tools give firms full visibility across processes, supporting better decision-making and helping them get more from their legal software investment.

Contact Us Today

If you’re looking to enhance financial processes, improve accuracy or get more value from your Proclaim Accounts setup, LPS is here to help. Our team can tailor workflows, reporting and automation to match your firm’s needs and support smoother operations across every department.

Get in touch with LPS today to discuss how we can help you maximise the potential of Proclaim Accounts.

If you’d like to discuss how we can help you get more from Proclaim Accounts, please contact us or call 01204 930234 for a free, no-obligation conversation with one of our senior developers.