Professional Services Industry Solution

ERP for Professional Services

Eclipse Cloud helps law firms, accounting practices, and other professional services firms track billable hours, manage client matters, and streamline invoicing. Maintain detailed time records for accurate billing and compliance.

The Challenge

Professional services firms need meticulous time tracking for billing, client matter management, trust accounting (for law), and professional compliance records.

The Outcome

  • Accurate time capture for billing
  • Professional invoices with detailed narratives
  • Clear matter profitability visibility
  • Efficient expense recovery
  • Compliance-ready records

How It Works for Professional Services

1

Onboard clients with engagement letters and terms

2

Create matters/cases as projects

3

Track time entries by matter with detailed notes

4

Log expenses and disbursements

5

Generate detailed invoices with time narratives

6

Monitor matter profitability and write-offs

Recommended Configuration for Professional Services

User Roles

  • Admin
  • Manager (Partner)
  • User (Associate)
  • Accountant

Approval Workflows

  • Time entry approval
  • Invoice approval
  • Write-off approval

Key Reports

  • Billable hours by attorney
  • Matter profitability
  • WIP aging
  • Realization rates

Frequently Asked Questions

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