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    Corporate Finances Product Feedback

    General Discussion
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    • J
      joe_appcoll last edited by

      AppColl recently released the Finances product for Corporate customers to easily track, forecast, and manage legal budgets.
      Key features:

      • Invoice review: Import pending invoices from law firms to be reviewed and signed off. Custom signature authority flows by country, law firm, or other invoice fields. Automatic flagging of billing items that exceed forecasts, use incorrect billing codes, or are duplicate billing items. Law firm notifications when invoices are reviewed or approved.
      • Importing historical spending: Import spreadsheets or LEDES1998 files to populate previously paid invoices.
      • Reporting on past spending: Use AppColl's powerful reporting module to categorize spending by invoice, billing item, or matter fields. Group spending by country, billing code, matter type, and many other available fields.
      • Forecast future spending: Configure forecast generation based on task or matter dates to predict spending based on relevant matter fields.

      What features or improvements would be useful for the Finances product?
      A) Ability to sync LEDES files
      B) Something that addresses the difficulty of getting law firms on board
      C) Being able to import PDF's in addition to LEDES
      D) Other: Explain below

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