Journal Requests is a LegalOffice app which allows trust account journals to be requested electronically. Users can enter, manage and track requests. Client to client and client to bill transfers are available. A full history is available for information and auditing purposes and request forms are automatically added to the matter DMS file.
Key features;
- automatically populated fields reducing data entry
- advance preparation for busy days
- editing of the request is available right up until confirmation is made
- paper authorisation form generated if required
- data captured once removing any duplication of entry
- supporting documentation can be attached to the request