Frustrated with clicking through multiple screens to view information relating to a Matter?

The Matter Ledger Inquiry presents a simplified onscreen view of payment, billing and trust fields with running balances and automatically includes filters that allow the viewer to select a range of transactions by time period or date as well as filters for currency and/or banks where required.

Kestrel has also developed a number of standard reports both in ADERANT as well as in SSRS/Report Centre. 

Examples of these reports are :

VAT Output- Written off Debts > 6 months;
VAT Output - Outstanding Debt;  
VAT Input - Outstanding AP Invoices;
VAT Input - Counsel Fee Payments ;
Counsel Fees Status Report ;
Client Balances - No Activity;
Anticipated Disbursements - Unmatched Unpaid Bills Versus Client Funds
Account Balances Tax & Financial Planning.

Implementing the Matter Ledger Inquiry system enables legal enterprises to streamline processes while speeding up the handling of the administration of enquiries relating to disbursement, client and office information which speeds up administrative functions resulting in cost saving efficiency.

VIEW A SCREENSHOT OF THE MATTER LEDGER INQUIRY 

Give Carol or Desiree a call to discuss implementing the Matter Ledger Inquiry module on your system today.