Legal and Professional Services
Chartered Accountants
Practice management for CA firms: clients, engagements, deadlines, documents, billing and staff in one system.
Also covers: CA · CA Firm · Audit Firm · Tax Consultant
About this industry
A CA practice repeats the same work every month, quarter and year across many clients. The work is predictable; what slips is a deadline nobody owned, a document a client never sent, and fees billed long after the work was done. LegalPrime gives the practice one record per client with its engagements, due dates on a shared calendar, tasks assigned to articles and staff, documents filed against the client, and billing and collections that follow the work.
Common operational problems
- Client deadlines repeat across many clients and are tracked in spreadsheets
- Documents from clients arrive late and are stored wherever they were received
- Work allocation across articles and staff is informal
- Recurring fees are billed late and collections are followed up by memory
- Client queries about status interrupt work because nobody can see it at a glance
Example workflows
Client records with each engagement and its history
Due dates on a shared calendar with reminders
Tasks assigned to articles and staff with owners and status
Documents and templates filed against the client and engagement
Fee billing and collections with client-wise income
Needs beyond our products
On RequestWhere a ready product does not reach far enough, these are the needs this industry raises most often. We do not build to order; tell us which of these you need and we will say plainly what our products can and cannot do for it.
- Deadline templates by client type
- Client document portal with upload requests
- Status dashboard across the practice
Recommended solutions
The capabilities that matter most in this industry, the features inside each, and which product delivers it.
Tasks and Work Management
Assign work with an owner and a deadline, and see what is actually moving.
- Tasks with owners, priorities and deadlines
- Checklists within a task
- Recurring tasks for routine work
- Progress and status tracking
- Comments and attachments kept with the task
Billing and Accounting
Invoices, payments, expenses and ledgers that stay in agreement without a month-end rebuild.
- GST-ready invoices with multiple formats and print sizes
- Customer and supplier ledgers with running balances
- Receivables and payables with ageing
- Cash and bank accounts with payment tracking
- Expense recording and categorisation
- Cash book and business reports including profit insights
Sales and CRM
Track enquiries from first contact to closed order, with follow-ups that actually happen.
- Lead and enquiry capture from multiple sources
- Customer database with full communication history
- Quotations and estimates that convert to orders without re-entry
- Scheduled follow-ups with reminders and ownership
- Sales pipeline by stage, value and owner
- Campaigns and bulk customer communication
Calendar and Scheduling
One shared view of everything with a date attached — appointments, deadlines, hearings and holidays.
- Shared team calendars
- Appointments and bookings
- Deadline and due-date tracking
- Holiday calendars and working-day configuration
- Reminders ahead of commitments
HR, Attendance and Payroll
Attendance that feeds payroll directly, so salary calculation stops being a monthly spreadsheet exercise.
- Employee records and directory
- Attendance capture with shift and weekly-off configuration
- Leave types, balances and approval
- Salary structure setup with components
- Pro-rata payroll based on actual attendance
- Advances, loans and deductions tracked against the employee
Integration opportunities
Connections that commonly matter in this industry. Each carries its own honest status.
Questions
Talk to us about chartered accountants
Describe how your business runs today. We will be straightforward about whether a ready product fits or whether it needs building around.