Contacts and records
Maintain accounts and contacts within the wider matter-management process.
PRACTICE ADMINISTRATION
Give the work of running the practice a clear place.
Coordinate contacts, tasks, documents, client financial records, and recurring reports alongside your matters. Bring structure to the administration that supports the legal work.
Keep administration connected to the practice.
The day-to-day operation of a practice depends on reliable information and clear ownership. LitDesk brings the relevant administrative records into the organisation workspace.
Daily responsibilities
Coordinate tasks, calendar events, preparation work, and notifications.
Client finances
Organise invoices, recorded payments, expenses, reimbursements, and financial statements.
Recurring reviews
Use dashboards, reports, exports, and scheduled delivery to support routine oversight.
An organised cycle of work and review.
Review upcoming responsibilities, keep the related records current, and capture the next actions. Bring financial information and reports into the practice’s regular review process.
Questions about this solution.
Does this replace a complete accounting or payroll system?
This page describes the confirmed client-finance and practice-administration scope. It does not claim a full accounting, tax-filing, or payroll system.
Can administrative access differ from other staff access?
Access and responsibilities can be defined through the organisation’s permission model. Billing categories should not be treated as permission roles.
Explore a workflow that fits your team.
Walk through your responsibilities, working process, and access requirements with us.