Automated workflows for finance process approvals, sign-off and compliance.
Trust and office finance requests (payments, receipts, bill reversals, write-offs, transfers, petty cash) are routed to the right approvers by your dollar thresholds and delegation rules. Every step is recorded and matter data comes from your practice management system.
Eleven request types
| Trust account | Office account | Adjustments |
|---|---|---|
| Trust cheque or EFT request | Office cheque or EFT request | Bill reversal |
| Trust receipt advice | Office receipt advice | Bill write-off |
| Trust-to-trust transfer | Petty cash | WIP write-off |
| Trust-to-debtor payment | Balances transfer |
How it works
Approval engine
Partner, equity partner, credit manager, finance manager and CFO tiers. Each form routes by the thresholds you configure: small items go straight to finance, large items escalate. On-leave delegation, reassignment and a full assignment history.
Audit and control
Every create, submit, approve, reject and complete action is timestamped and attributed. Rejections and cancellations carry reasons. Supporting documents attach to any request.
Practice management integration
Matter, client, bill, WIP, disbursement, sundry and allocation data comes from your system. Affinity adapter included; other systems through the same integration layer; standalone with manual entry if needed.
Dashboard
Each user sees what is waiting for them. Finance sees everything in progress. Each request shows where it is.
Security
Microsoft 365 sign-in, role-based access, a dedicated database and instance per firm, secrets in Azure Key Vault, hosted on Azure in Australia.
White-labelled
Your firm's logo, colours and terminology throughout.
Talk to us
A short call about how your firm approves finance requests today.
Radian LegalRadian Business Intelligence Pty Ltd, ABN 58 162 022 620
Level 3, 480 Collins Street, Melbourne VIC 3000