Proclaim Practice Management & Legal Accounts Software

The Proclaim Practice Management Software has everything you need to maximise efficiencies at your law firm.

Our Accounts solution integrates seamlessly with the Proclaim Case Management system to provide a full Practice Management solution. Proclaim Accounts gives you complete control over your firm’s finances, and is fully compliant with the Law Society and SAR.

Key features include:

  • Making Tax Digital – be Making Tax Digital compliant with our toolset officially recognised by HMRC.
  • Purchase, Nominal and Deposit Account Ledgers – control and analyse your financial transactions from one easy-to-use platform
  • VAT and Audit Trail – automatic printing of VAT forms with a full audit trail – reducing audit fees and ensuring painless VAT inspections.

This software will save your law firm time and money by streamlining administrative overheads throughout your practice.

Security

You can set up individual security permissions so users only have access to information you want them to – ensuring sensitive data remains secure.

Postings

Proclaim caters for the full range of posting types, including regular postings for standing orders, direct debits, accruals, and pre-payments.

Erroneous postings can also be reversed, and ‘quick postings’ made from within individual matter enquiry screens.

Users will also be pleased to learn that two financial periods can be open at once – for example, you could be working on accounts for month-end and the next financial period concurrently.

Client Ledger

Proclaim’s client ledger features a configurable display, with the option to include colour-coding. It also shows full billing details relating to profit costs, VAT and disbursements.
You also have the ability to insert notes to explain certain entries, display underlying double entry, post bills and credit notes.

Purchase Ledger

Control all your suppliers’ financial transactions and record accounts, credit limits and settlements. Proclaim enables you to track what you owe, to whom it is owed and when the payment is due. You can also split purchases into multiple analysis accounts.

Around half of  Proclaim clients take the full Practice Management solution, embedding it into their law firms and reaping the benefits.

To see how our legal accounting software could work for you, we’d recommend having a free demonstration.

BOOK A DEMO