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 sent for approval according to your dollar thresholds and delegation rules. Each step is recorded. Matter data comes from your practice management system.

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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 is routed by the thresholds you set. Amounts under a threshold go to finance directly, and larger amounts go up the approval tiers. Approvals can be delegated while someone is on leave or reassigned, and the assignment history is kept.

Audit and control

Each action on a request (create, submit, approve, reject, complete) is recorded with who did it and when. Rejections and cancellations are recorded with a reason. Supporting documents can be attached to a request.

Practice management integration

Matter, client, bill, WIP, disbursement, sundry and allocation data comes from your system. An Affinity adapter is included. Other systems connect through the same integration layer. Without a connected system, staff enter the details by hand.

Dashboard

Each user sees the requests waiting for them. Finance sees the requests in progress. Each request shows its current step.

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.

A bill write-off approved by the matter partner and waiting on the controller.

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A short call about how your firm approves finance requests today.

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