Automated Postings

Revolutionise your accounts department by linking your bank feeds directly to Insight Legal Enterprise, for absolute accuracy and huge time savings.

In the fast-paced legal world, it is vital that nothing slows down the progress of a case. Much importance is placed upon providing fee earners with essential tools to streamline and speed up their casework. At Insight Legal we realise that it is just as important that your accounts department are working as quickly and efficiently.

With Insight Legal Enterprise, your accounts department can say goodbye to manual data entry and complex posting routines, with managers and compliance officers safe in the knowledge of assured accuracy.

Automated-Postings

How can Enterprise Automated Postings help your business?

No privately funded matter can really begin until you’ve received and allocated funds, no conveyancing matter can complete without monies being sent through the chain, and no probate matter can conclude without funds being distributed. Not only that, but no law firm can do business without being able to prove that all these things happened correctly and on time.

Accurate and timely legal accounting really is the bedrock on which your practice sits.

With Enterprise, your banking transactions can be automatically imported in to your Insight Legal system for easy allocation to the relevant ledgers. Previously time-consuming manual posting routines will be a thing of the past, with data entry significantly reduced and risk of errors minimised.
  • Cut down on data entry to save time and eliminate the risk of error associated with unnecessary duplication of work
  • Automate inputting elements for a well-documented transaction history
  • Meet your compliance obligations with ledgers that are updated both quickly and accurately
  • With daily postings so much easier, so too are month and year end processes because up-to-date, accurate ledgers mean easier period-end accounting
  • By streamlining posting procedures, your business will benefit from increased productivity and, in turn, profitability
  • Avoid billing delays and speed up recovery of monies due by actioning daily postings quicker – it’s good news for your bottom line
  • Simplification and automation of postings reduces workload and assists in covering for staff absence
  • With postings logged immediately, view financial reports in real time to effortlessly determine your practice’s overall status as well as individual matters
  • These business insights afford strategic growth and greater financial control – because financial data is power

Services

Services

data migration

Data Migration

For a practice choosing a new system, it is imperative that data from the old system can be brought forward to the new one. We are experts in data migration from over 40 different systems.

Project Management

Insight Legal is an award-winning software solution, supported by a dedicated team of people on hand to work alongside you to plan a bespoke transition according to your exact needs.

Training

Our Training is designed around the needs of your people and practice. Training doesn’t stop after the implementation phase – it’s available whenever and wherever you need it.

Platform and Deployment

Firms can choose between storing data entirely on premise, in the cloud or a mixture of both. This combination of apps and flexible deployment means users have a responsive, easy to use system.

Support

Many software companies charge an additional fee for their support service on top of the licence cost. With Insight Legal, software support is included in the price that you pay.

Support

Many software companies charge an additional fee for their support service on top of the licence cost. With Insight Legal, software support is included in the price that you pay.

Phone

Please call our support line on
01252 518939.
Office hours are Mon – Fri, 9am – 5.30pm

Email

Send us an email at support@insightlegal.co.uk and speak directly with a legal professional in our support team

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Contact

insight-legal

Call, email or visit one of the Insight Legal Software offices across England & Wales, Scotland or Ireland