01 – Dashboard
A single landing view of practice position – billed, unbilled, receipts, and the shape of the week.
- KPI cards toggle between ex-GST and inc-GST
- Weekly, monthly and quarterly trend charts
- 30-column overview table for deeper drill-down
- Mobile-first cards for phone use
02 – Matters
Active briefs in one place – status, instructing firm, client and rate type, without losing the shape of the week.
- Sort by status, client, or last activity
- Quick-add a new matter from anywhere
- Soft cap-warning when WIP exceeds a fixed-fee
- Per-matter rate, GST and due-day overrides
03 – Matter detail
Context for a single brief – tasks recorded, disbursements logged, invoices issued, all on one page.
- Tabs for tasks, disbursements, invoices, costs agreement
- Inline task entry with live amount preview
- Locked rows once an invoice is issued
- Generate costs agreement and tax-invoice DOCX/PDF
04 – Invoices
Issued invoices with a clean schedule of itemised work – review before it goes out, export as DOCX or PDF.
- Sequential, gap-free invoice numbers
- Ex-GST stored; inc-GST shown at issue
- Mark paid or void without losing the audit trail
- DOCX template editable; PDF rendered server-side
05 – Expenses
General, capital, tax payments, personal and disbursements all live in one ledger with receipts attached.
- Receipt upload stored alongside each line
- Categories and payees you control
- Disbursements flow straight onto invoices
- GST flag respected throughout reporting
06 – Reports
Cash-basis reporting designed for an Australian financial year – P&L, GST, cashflow and transaction summary.
- Profit & loss for any date range
- GST statement matched to BAS periods
- Cashflow activity and transaction summary
- Export to PDF for accountant or tax agent
07 – Task timers
Run a live timer from the Task Overview page, then turn elapsed time into a billable task rounded to the matter’s band.
- One active timer – start, pause, resume, stop
- Edit a task while the timer runs
- Rounds up to your matter’s billing band on save
- Today’s timed work and WIP at the top
08 – Court diary
Every hearing, directions date, mention and filing deadline across all matters in one place – with a private iCal feed for Outlook or your phone.
- Filter by matter or court
- Eight event types, from directions to limitation dates
- Subscribe in Outlook / phone calendar
- Feeds the Upcoming digest automatically
09 – Action items & upcoming
Per-matter to-dos with due dates roll up into a single Upcoming view – overdue, today, this week and the next 30 days at a glance.
- Overdue items surfaced first
- Drag to set your own priority order
- Optional prep-deadline flags
- Diary dates and to-dos in one digest
10 – Tax returns
Record each financial year’s lodged return and lock that year’s expenses so the numbers behind it can’t drift – reversible, with a full audit trail.
- Soft reconciliation against BAS/PAYG/EOY payments
- Locks amount, date and type once lodged
- Description, category and receipt stay editable
- Every change written to an audit log
11 – Mobile
Installable as a phone PWA – check the dashboard, drop in a task or expense between court, chambers and clients.
- Add to home screen on iOS and Android
- Quick-add forms for tasks and expenses
- Mobile dashboard cards built for thumbs
- Same encrypted backend as the desktop app