Legal Billing / Invoicing Software
Create beautiful invoices quickly & easily. See invoices while creating them. Optionally, allow invoices to be paid online.
- fastMatter offers the most user-friendly invoicing interface
- you see the Bill while creating it
- as little as 30 seconds to create a Bill
- add billable items, disbursements and discounts while creating the bill
- email Bills directly to the client
- easily track unpaid Bills
- pay the Bill from Client account
- optional Bill-Approval workflow: fee-earners can create draft bills, while Cashiers or Practice Managers approve them
- Huge time-saving on bill-processing: creation, emailing, approval, tracking, paying, refunding, and cancellation
Features at a glance
Automated Full Legal Accounting
- Transactions are created automatically while you deposit money into Client Acc, create Disbursements, create Bills and pay them, enter Expenses, etc
- full Chart of Accounts with 86 default accounts
- fully separate Trust Accounts (Client account, Deposit account, etc)
- you can create as many separate Trust Accounts as you need
- Multi-Currency (you can maintain accounts in any currency, and exchange rates are updated hourly)
- easy bank reconciliation
- Income & Expenditure
- Expense tracking
- Profit & Loss
- Trial Balance
- Balance Sheet
- Year-End functionality
- VAT calculation (Accrual & Cash methods)
- Disbursements from Client and Office accounts
- Re-chargeables
- Client Interest calculation
- SRA rules compliance
- MTD - file your quarterly VAT return directly to HMRC
Billing / Invoicing
- fastMatter offers the most user-friendly invoicing interface
- you see the Bill while creating it
- just a few seconds to create a beautiful invoice - everything has been thought through for user-friendly experience, to minimize your admin time and admin-related stress
- add billable items, disbursements, and discounts while creating the bill
- email Bills directly to the client
- easily track unpaid Bills
- pay the Bill from the Client account
- optional Bill-Approval workflow: fee-earners can create draft bills, while Cashiers or Practice Managers approve them
- Huge time-saving on bill-processing: creation, emailing, approval, tracking, paying, refunding, and cancellation
- Credit Notes
Mass-Billing
- Create multiple bills from a single interactive screen
- fastMatter calculates which ones are the most billable matters and presents you with an interface where you can create multiple bills at once
- All the options available in the standard billing interface are preserved
- fastMatter knows in real time what available financial resources each matter has and allows you to pay the invoices while creating them. This saves a tremendous amount of time and avoids the possibility of human error, while creating complex (and compliant) transactions in the background
Accept online payments
- Issue Money-Requests and have your clients pay straight into your Client account. You can then use these monies to pay interim bills.
- Optionally, create Invoices/Bills that your clients can pay online directly into your Office account
- fastMatter will process the payments and automatically record the transactions correctly
- No Human-error
- It will cost your client 1.95% -- cheaper than any other payment gateway
- No more need for bulky payment terminals, or subscriptions
Bank Reconciliation
- fastMatter lets you connect your bank accounts to online banking and load your transactions.
- Alternatively, you can also upload CSV files from any UK banks, as is - without any special formatting. fastMatter can "read" and make sense of CSV files from any UK bank.
- It will then try to match the transactions from your bank with transactions inside fastMatter.
- Essentially, this means that 99% of your accounting can be conducted from this bank-reconciliation screen.
SRA Compliance
- fastMatter helps you to stay compliant with SRA Accounts Rules. The smart system is aware of SRA rules and will warn and guide you if you try to make a transaction that breaks the rules.
Making Tax Digital READY
- Submit your quarterly VAT returns from inside fastMatter
- fastMatter does all calculations for you. Both Standard (accrual) and Cash Accounting methods.
True Realtime collaboration
- Your coworkers see the changes to matters in real-time (depending on roles and permissions, of course)
Matter Templates
- Huge time-saver!
- Create matter-templates for recurring types of matters (e.g. Consultation, Litigation, Property Purchase, Divorce)
Cloud based File-manager
- Drag&Drop files into your matter
- Have constant access to all matter documents wherever you are
Document Automation
- Choose from hundreds of tokens which you can insert into a Word document; and then put into your Templates Library
Tasks management & Workflows
- Create tasks for each matter
- Assign tasks by simply dragging a user onto that task
Calendar & Key Dates
- Firm’s calendar of deadlines and Key-Dates
- Personal user’s calendar
- Easy drag-&-drop functionality
Time recording
- You can use the Stopwatch Timer
- Or you can add time-recordings manually
Reports & Visualisations
- Who's working on what
- Billing Targets
- Fee-Earner Productivity
- Expense tracking
- Live Charts
Reminders & Notifications
- Whenever changes happen to matters and tasks that a fee-earner is assigned to, he/she will be instantly notified.
Teams & Branches
- Create Teams or Branches, and assign users to them.
CRM for Law Firms
- Customer Relationship Management (CRM) software to satisfy the needs of most law firms
Attendance notes
- Record at the speed of thought in real-time
Conflict of interests checker
- fastMatter has one of the most thorough COI checks. That's because we use "layered-array" search, with 6 layers of searches, each of which runs in combination.
Contacts & Relationships
- It may look like just another library of contacts, but it's more nuanced than that and cleverly done.
Privacy & Permissions per matter
- You can set up Roles and give permissions to users in that role, which will apply across all matters.
Complex Matters
- Some matters can be more complex than the rest. Some matters can have several Clients and several Other-Parties.
Inter-organisational Collaboration
- A fastMatter user can be a member of several law firms or organisations simultaneously and have different roles and permissions in each of those organisations.
Security
- We host in the UK - in the same space where RCJ and leading multinational banks host.
- We ensure that your communications are secure using bank-grade 256-bit SSL encryption.
All Features
Accounting
- Automate your bookkeeping with clean automated transactions added while you create your invoices, record expenses, and perform bank-reconciliation (the smart way)
Case Management
- Case Management Software that is actually user-friendly, packed with useful features, and surprisingly easy to use
Contacts
- Contact library that is integrated with your Accounting, Billing, CRM, Conflict Of Interests check, and so much more
Document Automation
- Upload your document templates once, and your team can generate new documents based on those in seconds. Huge saving of billable time, and no human errors.
File Manager
- Each matter has its own File Manager built in, just like the desktop file-manager that you're used to.
Invoicing & Billing
- Create beautiful invoices quickly & easily. See invoices while creating them. Optionally, allow invoices to be paid online.
Task Management
- Increase the productivity and overall performance of your law firm with easy to use task-management and workflow tools designed specifically for law firms.
Time Recording
- Increase profitability and accountability by recording every activity. Fee earners can record with an easy timer while working, or manually add time afterwards.
CRM
- CRM, Sales pipeline, Campaigns, ROI reports
459 High Road Leyton,
London E10 5EL
(+44) 07936697840