Money on a matter

What money on a matter covers in Legal

Estimates and budgets from your own figures, and never a rate we made up. That is the job Money on a matter does inside CompliMaint Legal, and it holds 3 tools for it — money to handle and registers to keep. Each opens at its own address, free, with no account and nothing to install. The app around them is for the legal-administrative paperwork an operating business produces.

The questions this section answers

• Give a figure with working — Matter Costs Estimate Worksheet
• See where a matter is — Matter Budget & WIP Worksheet
• Get the change in writing — Engagement Scope Change Log

2 money to handle: billed, collected, or costed. 1 register to keep: held now so the question can be answered later.

Connected CompliMaint apps

• CompliMaint Finance — Estimates, invoices, recurring billing and real books underneath. 3 tools in money on a matter are work Finance does too, at the same address.

Where to go next

• Contract records — What was promised, who signed it, and what is still confidential — 3 tools
• Certificates & cover — What expires, and who is exposed when it does — 1 tool
• The matter file — Opening it, searching for conflicts, and what you are still chasing — 12 tools
• Time & costs on a matter — Hours, advances and fees — recorded, never rounded or rated — 3 tools
• The entity — Decisions indexed and filings tracked, on dates you entered — 2 tools
• Keeping and destroying records — Your periods, your decisions, dated — and no certificate issued — 2 tools
• Risk on a file — The things that go wrong because nobody remembered they were outstanding — 2 tools
• Know-how — An index of your own precedents — this product supplies none — 1 tool
• Where work comes from — In and out, with no fee arranged and nothing determined — 1 tool
• Documents — Everything you have filed, ready to reopen or print