Ledger in your firm's workflow
Plan budgets and track income, expenses, accounts, and annual summaries alongside firm operations. LegalsOne configures the platform around a firm's processes during onboarding. The exact setup should be reviewed with your team before launch.
What this module covers
- Budgets by period
- Income and expense tracking
- Accounts and annual summaries
How these pieces are introduced depends on the work your firm wants to bring into one system. Review your current process and decide who needs to see, enter, approve, and report on each step.
See it with your own example
Review a monthly budget against recorded income and expenses. Ask which information is entered by staff and which is reviewed by finance.
Bring the people who use this process into the demonstration. Ask what is available in the proposed build, what needs configuration, and what the team will be responsible for maintaining.
Explore related modules
Share the workflow you want to improve, and ask us to show how Ledger could support it.
Book a discovery call