Financial Overview

Navigating the Financial Module

In the left sidebar, click the Financial section header. It expands to reveal nine sub-sections:

• Invoices — create and track all client invoices.
• Payments — record payments received against invoices.
• Expenses — log case-related and operational expenses.
• Treasury — monitor cash and bank balances with a full transaction log.
• Custody — track client funds held in trust by the firm.
• Office Expenses — recurring overhead costs (rent, utilities, subscriptions).
• Salaries — monthly payroll records per team member.
• Scheduled Payments — future-dated payment commitments and reminders.
• Retainers — retainer agreements and balance tracking per client.

Financial Overview KPIs

The top section of any Financial page displays four summary KPI cards updated in real time:

• Total Revenue — sum of all paid invoices in the selected period.
• Outstanding Balance — sum of all unpaid or partially paid invoices.
• Monthly Expenses — total expenses recorded in the current calendar month.
• Net Profit — Total Revenue minus Monthly Expenses for the selected period.

Financial Charts

Below the KPI cards, two charts provide visual context:

• Revenue Trend (line chart) — monthly revenue plotted over the last 12 months, with a dotted projection line for the current month.
• Expense Breakdown (donut chart) — percentage split of expenses by category for the current month, helping identify the largest cost drivers.