Guide to Contingency Firm Financial Managment
Introduction
Forecasting Cash and Collections
Advanced Client Cost Tracking
Contingency matter financial workflow in Soluno.
Summary
- Advanced Cost Tracking - Missed Advanced Costs - Process - Detailed WIP report with all costs.
- Collections forecast and cash forecast
- IOLTA controls and delegation - Overdraw controls, settlement sheets, delegate IOLTA tasks
- Collections by lead source
- Collections by attorney
- Accounts Receivable - client costs billed but not paid.
- Financial Statements
- IOLTA Example
