Compliance Management.

There are many areas where Soft Legal can assist with compliance, whether that be from an accounts or practice management perspective – or both.
From an accounting perspective, Soft Legal provides standard checks and warnings when completing a financial posting to ensure that your client ledgers are never in debit and your office ledgers never in credit. There is a full and detailed VAT return to provide up to date information on your inputs and outputs, as well as helping you to record all payments and maintain an accurate liability. There are reports to monitor residual balances and also to monitor movement between your firm’s bank accounts.
From a casework angle, Soft Legal incorporates detailed conflict checks, as well as the facility to create and maintain your own fields so that your own procedures for aspects such as Anti-Money Laundering checks and file checklists.

These features are just a small selection of where Soft Legal can assist you in running a compliant and successful business.

Soft Legal provides many tools and reports to assist the COLP and COFA in their roles, from reports to identify residual balances, to ones which prove that there are no ledgers with client account in debit or office account in credit. From in-built conflict checks when you add clients or matters to bank reconciliation reports which highlight all unpresented items.

Everything you need to run a law firm.
Book your obligation free demonstration online today contact us for more information .