| Time & Billing |
PD
Partner’s professionals
time and billing software module
provides all of the tools necessary
to quickly and accurately record
and bill client time and expenses.
The flexibility of the system ensures
clients can be billed in a format
that provides quicker cash recovery.
Includes features such as task
based billing and electronic
billing. |
| Remote Time Entry |
Designed for the attorney on the go, RTE allows your firm to capture more time, bill more hours, and make the firm more profitable. Studies by independent consultants have proven that attorneys who enter their time “real-time” capture a higher percentage of time worked. |
| Expense Recovery |
PD
Partner’s Expense
Recovery Software System provides
complete flexibility in integrating
3rd party cost collection systems
regardless of expense type or provider. |
| Accounts Receivable |
Central
to the health of any firm is the
proper management of its accounts
receivable. FSLI’s Accounts
Receivable software module provides
the tools you need to facilitate
fast payment from your clients and
to monitor those who do not pay
on time. |
| Collections |
With the PD Partner Collections Module, firms can efficiently track all AR related correspondence, inquire into a customer’s account, send reminder statements and then calculate and charge late fee. |
| Accounts Payable |
Keep
on top of your cash requirements
and ensure that client expenses
get billed with our integrated accounts
payable module. PD Partner’s
Accounts
Payable software module tracks
and handles your 1099s as well. |
| General Ledger |
The
General
Ledger software module within
PD Partner acts as the central repository
for all firm financial data. The
GL provides the mechanism for monitoring
overall firm performance. A vast
array of customizable reports and
inquiries is provided to assist
the firm in evaluating profitability
and performance. A complete general
ledger reconciliation program
is included in the general ledger
module. |
| Trust / Escrow |
Equally
as important as managing firm funds
is accurately recording and tracking
client trust or escrow funds. FSLI’s
Trust Accounting and Escrow administration
software module was designed to
be easy to use yet provide all of
the audit trail necessary to satisfy
even the most demanding client or
regulatory agency. |
| Conflict Avoidance |
Avoid
potential liabilities with PD Partner’s
feature rich lawyer
conflict of interest software
module. The possible reductions
in your professional Liability Insurance
alone may cost justify PD Partner. |
| Financial Document Repository |
Imagine being able to save and recall all pertinent documents from within your accounting system. Consider the amount of time saved by not having to run to the file room to find financial documents. With PDP’s Financial Document Repository answers are only a click away. |
| Management Reporting |
PD
Partner is shipped with over 300
standard management reports and
inquires. Since each was created
using Business Object’s Crystal
Reports, they can be copied and
modified to suit the requirements
of any firm. Unique reports
can be created quickly and easily
to meet any firm specification,
such as time or event
driven reporting. |
| Business Intelligence |
InSight
is a real-time management tool and
time
and attendance tracking software
that allows firm management personnel
to examine critical financial statistics
at multiple levels of detail or
summarization including firm, office,
department, attorney, client, and
matter. Drill-down functionality
in every category provides the finest
level of tranaction detail.
EnLighten is a module that redefines expectations for financial management systems. EnLighten is a customizable, rules-based event notification system which automatically notifies key personnel by email of firm-defined conditions requiring immediate attention. |
| Notify |
Notify is an automated report scheduling and delivery tool that allows firm to eliminate the manual processes of distributing financial management data to attorneys and management. Notify delivers reports to users as either embedded HTML or email attachments. Attachment file types include; HTML, text, CSV, Excel Word or PDF. |
