Next: Top up your plan with optional extras
Verify & Load Beneficiaries
We can assist in contacting your beneficiaries (whether they be clients, suppliers, or once-off recipients) and loading their details to your banking platform.
Create Entries within your own Legal Software
Save time by having us create new entries within your legal software. Whether you need help creating lines in your creditors / general ledger or adding new clients or matters to your directory.
Digitisation of Financial Records
If you don't have the time for administrative tasks such as individually scanning, sorting and labeling your financial records, we can assist in digitising your financial records in a manner which is easily accessible and easy to navigate.
Following up on Arrears
Sometimes a polite reminder goes a long way, especially when your clients are in arrears. We'll help create a standard template that can be used to politely prompt your clients to settle their account if they haven't done so in a while.
Monthly Payment Schedules
Subject to your practice's preferences, we can tailor a payment schedule for you to follow at month end in order to ensure that you make payment to all necessary creditors. Alternatively, we can assist in loading these payments to your banking platform for you to release when you are ready or we can simply make payments via your banking platform on your behalf.