Each client, with their cases and fees.

A client’s record, on one page.

The linked cases, each with its latest change, the access to cases given to their address, and their contracts and powers of attorney from the register. You write or call them right from the record.

• “Report for the client”: all their cases, one after another, a page each, in one document.
• Your clients only you see; a group’s, everyone in the group.

The fee, as you agreed it.

Four kinds, for all of a client’s cases or for one:

• hourly rate: the billable time times the rate; in a group, if you like, with each person’s own rate;
• fixed fee, once or in stages;
• monthly retainer, from one month to another;
• success fee, as an amount or a percentage: we record it as you agreed it, never computed from the case’s outcome.

VAT is only a label on the statement: no VAT, or 21% added. Nothing fiscal is computed.

A case’s expenses.

Stamp duty, an expert or a translator, travel, copies: each with its day, its amount and whether it is billable. The supporting document you link; we keep no files.

An estimated stamp duty goes in as an expense marked “Estimate”, until you know the amount paid.

A period’s fee statement.

Last month, this month or other days: the billable time, the fees and the billable expenses, with the totals and VAT. The statement stays as you made it; you print it or save it as a PDF, and mark it sent or paid.

It is an informative document, not a fiscal invoice: it is not numbered and is filed nowhere.

For the accountant, one file.

“Accounting file (CSV)” gathers a period’s time, expenses and fee statements, for your invoicing software or your accountant.

In a group, the money is the owners’.

A group’s clients every member sees. Rates, statements and totals in money only the owners see and set; a member sees their own time and expenses, never a rate.