A law firm or legal consultancy represents clients before the courts, drafts contracts and advises on matters that can run for months or years. Every case is tracked as its own file with its own documents, hearings and fees, a world away from short, repeating retail invoices.
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Case management starts by opening a file with its own file number in Artos, then hearings and client consultations are booked through the Appointments module as they come up. As work on the file progresses, fees and related expenses are posted to it along the way, so the closing invoice carries that same file number and lands directly in the accounts.
Every case or legal consultation gets its own numbered file in Artos, with all related documents, hearings and expenses attached to it for as long as it runs.
Court hearings and client consultations are booked through the Appointments module, so the firm tracks every upcoming session against its file number without double-booking cases on the same day.
Fees and expenses are posted to the file as the work progresses, rather than waiting for the case to close before anything financial is recorded.
Each client account carries several open case files at once within the financial accounts, so the firm knows exactly what is still uncollected on each case.
Departments switched on automatically on top of Sales, Customers and Financials — the core three every business gets anyway — to cover what a Law firm & legal consulting office specifically needs.
Booking and tracking customer appointments
Not a generic invoice template — a Law firm & legal consulting office invoice carries the fields you actually need.
The same Artos departments, with fields and screens tuned to how each one works.
Every business in this sector has its own page and its own photo.
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