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Features / Benefits
Real time integration with Redbrick Practice Management
Fees and file notes pass through automatically eliminating duplication and minimising risk of errors. All transactions are recorded giving you a complete and accurate history on any file
Instant access to comprehensive transaction history
Reflects not only a history of financial transactions, but a comprehensive history of all activities on a matter e.g. File notes, pending disbursements, unbilled fees
Integrated requisitions for money in (receipts) and out (payments)
Requisitions reach the cashier electronically, minimising the need for printing. A note is made on the file when a requisition is requested for record purposes
Separate Client and Office Accounting
Business Intelligence offers all the necessary controls with regards to the strict handling of Client money.
Manual and system bank reconciliation
Run bank reconciliations with amount, narration, date and reference filters. Bank reconciliations can be saved or run on a daily basis. Redbrick Business Intelligence offers a very easy, user friendly manual bank recon wizard, or choose to run automated system recons at the click of a button by importing your bank statement. Saving your cashier hours of time at the end of each month.
Integrated flexible fees and billing management
Easily arrange on-demand invoices, pro-forma accounts or system generated invoices and statements at the click of a button, allowing flexibility for each department to invoice clients according to their specific requirements.
Electronic invoices and client statements that could be emailed or printed
Save a considerable amount of time by recording fees as they happen. Provide your clients with up to date monthly bills and statements
Staff management with Activity reports
Entire practice can be managed with minimal effort with various productivity reports such as fee earner activity reports
Easy and accurate maintenance of Deposit accounts
Business Intelligence includes the functionality to easily record and maintain Deposit accounts. Comprehensive reports provide you with information such as bank account numbers and interest
Budget planning by branch and department
Easy allocation of cost centres within your business enabling you to make crucial financial decisions
Sophisticated financial management system
Redbrick Business Intelligence offers over 100 automated reports that can be delivered at regular intervals of your choosing. We also build bespoke reports on request. Now you will never have to wait for month/year end to be up to date with your business finances.
Separate accounting periods, including 13th Period
Our 13th period allows you to capture your auditor journals in the correct period ensuring that your financial statements are always accurate