Simplified, Integrated and Reliable

UBS Lawyer Client's Account is a specially designed standard software for the legal firms to maintain their clients' account effectively

FEATURES

• Account maintenance (client's bank account, other account)
• Client's case file maintenance
• Case file categorisation with user-defined fields
• Organise transaction batches
• Transaction (ins and outs of trust account and client account by case files)
• Scan batches
• Check transaction (Journat listing)
• Foreign currency
• Transaction by project
• Print official receipt
• Print payment voucher
• Link to UBS Billing and Disbursement
• Export and import transaction
• Year end processing
• Menu control manager

REPORTS

• Transaction listing by batch
• Batch summary
• Trial bakance
• Clients account balances
• Bank accounts balance
• Other accounts balances
• Bank reconciliation statement
• Tax listing
• Project report
• Print transaction summary
• Print statement by case files

BENEFITS

• Paperless maintenance and records of clientele information for easy retrieval
• Direct link to UBS Billing & Disbursement for billing purpose
• Simplified way of trial balance and reconciliation
• Complete entries of client's account transaction
• Easy steps to maintain and print account statements