Legal and Professional Services
Software for Chartered Accountants
Practice management for CA firms: clients, engagements, deadlines, documents, billing and staff in one system.
A CA practice repeats the same work every month, quarter and year across many clients. The work is predictable; what slips is a deadline nobody owned, a document a client never sent, and fees billed long after the work was done. LegalPrime gives the practice one record per client with its engagements, due dates on a shared calendar, tasks assigned to articles and staff, documents filed against the client, and billing and collections that follow the work.
What gets in the way
- Client deadlines repeat across many clients and are tracked in spreadsheets
- Documents from clients arrive late and are stored wherever they were received
- Work allocation across articles and staff is informal
- Recurring fees are billed late and collections are followed up by memory
- Client queries about status interrupt work because nobody can see it at a glance
What the software handles
- Client records with each engagement and its history
- Due dates on a shared calendar with reminders
- Tasks assigned to articles and staff with owners and status
- Documents and templates filed against the client and engagement
- Fee billing and collections with client-wise income
What changes
- Every client's deadlines visible on one calendar, with an owner for each
- Work status across the practice seen without asking around
- Fees billed when the work is done, and collections followed up from the record
Questions
No. LegalPrime runs the practice around the filing: clients, engagements, due dates, tasks, documents, billing and staff. Returns are filed through the government portals or the filing software you already use.
Software for your chartered accountants business
Start from a ready product or have one built around how you work.