Why firmTRAK?

What is firmTrak? firmTRAK is designed to provide impactful KPIs as reccommended by the most trusted authorities in the legal industry. Your firmTrak dashboard is a guide to additional revenues or areas of improvements to help drive your business forward.

What is firmTRAK
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Sort All Dashboards

Easily sort by Originating Attorney, Responsible Employee, Area of Practice, Billing Method and Date Ranges.

Trend Analysis

View monthly and annual trends along with 3, 6 or 9 month moving averages.

Top 10 & Bottom 10

Quickly analyze top 10 and bottom 10 drivers of revenue, outstanding dues and collections by client, matters or area of practice.

Matter Management

Track activity with a prioritized view of all open matters, monthly trends and easily identify which matters need immediate attention.

Employee Management

Monitor tasks or track employee productivity based on set goals. Export reports to distribute for employee reviews.

Account Receivable Management

View office level AR aging. Drill down to customer specific measures and easily analyze client’s payment history.

Client and Matter; Growth and Trend

View monthly and annual trends along with 3,6, or 9 month moving averages

Firm Productivity Analysis

View your firm’s performance company wide or by user. Easily review staff billable vs. non billable hours.

Trust and AR Dashboards

firmTRAK visualize provides many trust balance and accounts receivable focused KPI’s to help the firm stay on top of customer balances

Automate Daily Bank Reconciliation

firmTrak posts daily cash account activity to ensure complete and accurate data.

Automate Customer Billing

firmTRAK can generate your customer’s invoices on your schedule. We work with you to review and send to your clients invoices out accurately and on time

3-Way Trust Reconciliation

firmTRAK produces as a standard report the law firm’s.

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About Xero

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Find out more or try Xero Accounting Software for free.

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