Scope
What this covers today, and what it does not.
Included
- Fee notes, estimates and recurring retainers
- Time tracking and time-to-fee-note lines
- Matters as projects, with matter reference, court or forum and case number on the fee note
- Receipts net of TDS, double-entry books and reports
- A client portal for fee notes and payments
- A read-only seat and a year-end bundle for your CA
Not included
- HR and payroll for the practice: that is ashr.work, not Finocket
- Case management, hearing diaries and cause lists
- eCourts case status sync
- Legal research
- Conflict checks
- A ledger for client money held on account
- Court fee, stamp duty and clerkage disbursement lines
- Automatic GST treatment by client type
- Public profile pages, enquiry forms, campaigns, review requests or lead listings for advocates
- Legal advice from the assistant
- A reverse-charge mark on recurring retainer fee notes: mark each fee note yourself
- Bill wording written for an exempt legal service: the bill of supply print uses wording meant for a different GST scheme, so have your CA check it before it goes out