Proclaim Accounts is an additional package which can be integrated with the Proclaim Case Management system. It is legal accounting software which, if developed fully, can be extremely useful in assisting with financial management. Some of the main benefits of using Proclaim Accounts include increased efficiency and productivity owing to its useful features, such as auto bank reconciliation, cheque printing, smart slip posting and financial reporting, all of which are discussed in detail below.
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What Are The Key Features that can be Developed in Proclaim Accounts?
Auto Bank Reconciliation
One of the main beneficial features of Proclaim Accounts is the ability to download bank account data in spreadsheet format which can then be imported into Proclaim Accounts. This will save accountants vast amounts of time as the system will automatically pair up any matching transactions. Without the assistance of this feature in Proclaim Accounts, the accountant would have to manually scan each line of the bank account and reconcile it with the amount in the records within the accounts package, therefore, using Proclaim Accounts would increase efficiency.
Another great feature offered by Proclaim Accounts is the functionality to customise your cheques, so that they can be sent with a remittance and using your companies stationary, if required. There is also a function which allows cheques to be generated in bulk which reduces the requirement to manually complete each cheque by hand, again, increasing productivity and saving time.
Smart Slip Posting
Proclaim Accounts can reduce the time taken in completing slips as there is a feature which allows you to customise the slip posting so that certain slips autocomplete the bulk of the details, instead of having to manually complete the accounts slips. There is another feature within Proclaim Accounts which allows slips to be auto triggered to certain key actions within workflow. For example, when drafting an N1 Claim Form, this could trigger the Court Issue Fee, which would be auto calculated based on the value of the claim.
The ability to report on any data in the Proclaim System is another key benefit of Proclaim Accounts. Some examples of the type of data which could be reported include:
- Slips which have been requested by fee earners and have not yet been posted.
- Value of cases billed on a daily, weekly and monthly basis by:
- fee earner
- case type
- source of work
- Disbursements paid out for a given time period.
- Anticipated disbursements that have not yet been paid.
Satisfied Client Stories
“Prior to their (Legal Practice Support) involvement we had little to no reporting and what we did have was generally manually accumulated data on spreadsheets. Since Legal Practice Support began enhancing our system they have enabled us to receive key management information as and when required, which allows us to evaluate key areas of the business, as well as provide overviews of fee earners case progression and their performance amongst other things.”
“We have had the out of the box Proclaim system for many years and whilst we were content with its performance it wasn’t until we utilised the services of Legal Practice Support to help streamline and automate our workflows that we really saw its potential to save time and money by maximising the efficiency of our workflows.”
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