Proclaim Practice Management & Accounts Software
The Proclaim Practice Management Software system integrates the market-leading Proclaim Case Management system with Proclaim Accounts, to form a practice-wide software solution.
Did you know…? Half of all new Proclaim clients take the full Proclaim Practice Management solution!
Core system elements include…
Proclaim provides you with the option to control user access to various accounts information subject to individual security permissions.
As well as catering for the full range of posting types (including regular postings for standing orders, direct debits, accruals, prepayments etc), erroneous postings can be reversed, and ‘quick postings’ can be made from within individual matter enquiry screens. In addition, ‘slip’ postings can be created within the Proclaim Case Management System and posted in Accounts, meaning less work for cashiers.
Also, two financial periods can be open at once to allow staff to work on, for example, month-end and the next financial period concurrently.
- Office / Client Ledger
- Configurable display, with the option to include colour-coding (e.g. red coding for a client account being less than zero)
- Display of underlying double entry
- Full billing details relating to profit costs, VAT and disbursements
- Allocation of monies received against bills and disbursements
- Ability to insert narrative to explain entries
- Post journals between office / client ledgers
- Post bills & credit notes
Proclaim’s purchase ledger provides control all of your suppliers’ financial transactions and allows you to record accounts, credit limits, settlements, etc. The system enables you to track what you owe, to whom, and when the payment is due, and in addition allows analysis of your purchases, split into multiple nominal analysis accounts.
Proclaim’s practice management software’s nominal ledger can be used in “single-office, single-department” or “multi-office, multi-department” structures. Full period and budgeted management accounts are also provided for all structures. Proclaim provides for ordinary journals, as well as the facility to post out of period / year.
Deposit Account Ledger
Proclaim’s deposit account ledger provides control of client deposit accounts, with posting of interest.
Reports & Management Information
A comprehensive set of standard reports is included, and can be tailored or added to. Management information ranges from fee earner analysis, to monthly budgets, to practice-wide P&L accounts. Regular reports can be saved and run whenever required. All reports can be exported into Excel or Adobe.
A feature-rich billing system allows the billing of WIP and disbursements, as well as full freedom in terms of fee earner allocation.
A disbursement purchase ledger ensures control of supplier and expert disbursements. A full disbursement reporting system keeps track of disbursements including those that are incurred but not yet paid out of office, credited, billed, written off or anticipated.
Cash, Bank and Cheques
Proclaim supports numerous bank/cash accounts with full automatic reconciliation, in addition to links for CHAPS payments. Cheque printing is catered for, with a feature allowing you to design cheques on-screen in keeping with your firm’s branding.
VAT and Audit Trail
Proclaim provides automatic printing of VAT return forms, with a full audit trail. The system also has full audit trails for each transaction, incorporating ‘drill-down’ to reveal underlying details such as VAT and double entry. Expect reduced audit fees and painless VAT inspections!
Eclipse Proclaim Case Study: Lees Solicitors
Joanna Kingston-Davies, CEO at full-service law firm, Lees Solicitors, talks about how Proclaim helps to provide the ultimate in service delivery and client care.