Professional services workspace
Professional services sales and business tools
Track client matters, assigned team members, deadlines and completed work. Keep dedicated trust bank and client ledgers, protect held funds and reconcile actual bank evidence.
Available tools
Tools use your active business, assigned branch, permissions and plan. Operational records do not prove payment; charges use the governed till and accounting tools. Sensitive registers require an unlocked Privacy Vault on the private host workstation.
What you can manage
Matters, deadlines & work records
Track client matters, assigned team members, deadlines and completed work.
Dedicated legal trust ledger
Keep dedicated trust bank and client ledgers, protect held funds and reconcile actual bank evidence.
Operating limits and remaining setup
Matter records and protected trust ledgers support dedicated bank mapping, client balances, receipts, disbursements, earned-fee transfers and reconciliation. Configure verified trust accounts and authorized signatories before posting. Legacy trust history remains read only and requires separate reconciliation; it is not automatically migrated.
Equipment and external services
External filing, closed-app reminders and trust-bank connections are not configured.
Saving setup requirements does not connect a device or provider. Confirm the adapter and test the installation before relying on live data.
Prepare equipment and provider setupStart with your business
Create a profile, confirm prices and tax settings, add real catalogue entries and assign staff access. Run a supervised workflow in your business before using it with customers.