Easily manage your trust and operating account balances for every client and matter. The easy-to-use dashboard offers a convenient view of all current trust account balances. Moreover, you can quickly convert accepted estimates into invoices with a click of a button. Save another 20 minutes of your day without having to re-check your estimates to match your actual invoice, no chances are left for errors re-entering the data as well.
Effortlessly create trust and operating accounts as required by legal industry regulators. See all transactions connected to a matter or client, and whether they are trust or operating account transactions. When handling different matters for a client, transfer funds between matter trust accounts, if necessary. With Amberlo, you can manage all trust accounts in one place, or work on them separately within the related client or matter.
Managing a law firm data requires synchronicity of complex working processes. Amberlo enables you to manage matters, clients, and related information including emails, documents, tasks, timesheets, invoices, and payments - all in one place. It makes it easy for lawyers to collaborate on one case and share different pieces of information in a simple way.
Easily track your performance with integrated analytics. See how many hours your firm has captured and billed in an easy-to-understand visual dashboard. Identify opportunities to adjust workflows and better allocate resources.
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