No more waiting for end of month reports

All of FilePro’s management reports are instant and up to date at any time of the month

Not Just Accounting

FilePro offers partners and managers instant and timely access to practice management information from Profit & Loss at the click of a button to both summary and detailed information on Fee Earners productivity.

FilePro offers profit and loss reporting at the branch level. In addition to hard copy reports FilePro has an interactive management screen where it is possible to look at inactive matters and drill down into the file to look at the latest file note, document, time entry etc. FilePro has reached a maturity in management reporting with some 80 reports available. The breadth and range of reporting has grown with our client base and requests made by users.

All reports can be exported to PDF and Excel and produced in graph format. In the event you can specify a report that is not already in the programme we will develop it for you.

Practice Management

FilePro allows you to analyse your business performance at any level simply and with up to the minute information. Comprehensive management reports for full control are available on:

• user productivity
• billing
• cost recovery

At the click of a button you can see inactive cases or overdue tasks.

Document Assembly

Production and accuracy! Save time and money with FilePro’s document production for repetitive typing, form filling and contract production. Create your own document templates, simply, either as a generic letterhead or fax or as a merge document by linking file and contact data. Then watch FilePro automatically execute the merge and generate the document with full client or contact details and automatically store it on the file.

Electronic Filing and Document Management

Find emails, letters etc. easily – in fact don’t lose another document. Take client calls and be on top of their file without leaving your desk. Accidentally lost an email? Don’t waste valuable time looking through the sent and deleted items. Save emails to your client’s file. Everything you need to know about your client is on your desktop and shared with the whole office.

Cost Recovery

Automatic or selective billing of timesheets, office costs or disbursements ensure the full recovery of your costs. Combined with simple transaction entry and bank reconciliation to trial balance and GST, FilePro offers a total accounting solution. Client funds are catered for with a fully auditable trust module. Cheque and receipt printing is a standard feature and all transactions flow automatically into the general ledger to Profit & Loss and balance Sheets.

Time Management and Recording

Manage your time and client appointments with ease using FilePro’s interface with your Outlook calendar. Missing out on fees or simply wish to track client activity? Use FilePro to record client interaction and file notes. FilePro allows you to pre-schedule tasks and critical dates; the first step to quality assurance.

Trust and General Accounting

Print Cheques and receipts, reconcile your bank accounts. FilePro offers accounting to P&L, Balance Sheet & Trial Balance standards, along with a fully auditable trust accounting solution. Missing out on fees or costs? FilePro allows you to capture all costs and shows at a glance what your client owes you.
No more invoice disputes! Automatic billing of client costs and time records provides your client with a full itemisation of their account