Accounting Use Cases

Clarra’s Accounting features meet the needs of a wide variety of firms, adaptable to both size and practice area. From tracking Expenses, to automating Payments, to making Matter-specific data readily available, Clarra makes your Accounting processes more streamlined and efficient.

Small to Midsize Law Firms

Whether you’re focused on family law or personal injury cases, and bill on contingency or an hourly basis, Clarra provides solutions for your Accounting workflows.

• Expense Management
  • Mark billable Expenses to include in Invoices sent to Clients, from court fees to Payments to expert witnesses
• Invoice Generation
  • Generate Invoices for ongoing cases each month, automatically including all billable Expenses and Timeslips
• Payment Tracking
  • Record Payments applied to Invoices automatically, providing real-time updates to client Account balances

Large Defense Litigation Firms

For larger firms specializing in defending corporations in complex litigation, Clarra helps you handle multiple Matters and Multi-District Litigations (MDLs) for individual Clients.

• Bulk Invoicing
  • Create, manage, and bill multiple Invoices for different Matters under the same Client efficiently
• Complex Account Handling
  • Maintain separate operating and trust Accounts for each Client and manage transfers and balances accurately. Compare forecasts to actuals to help with budgeting and planning.
• Client Statements
  • Generate detailed Client statements regularly, showing all transactions, including Payments made and received, providing detail by Matter and an overall picture for the Client

Multi-Practice Plaintiffs’ Firm

Clarra’s Accounting tools are especially impactful for firms handling large cases ranging from personal injury to mass tort.

• Contingency Billing
  • Track and manage potential Recoveries and associated Expenses to forecast cash flow
• Settlement Management
  • Manage distributions from trust Accounts to various stakeholders (including lienholders, insurers, and the firm itself) when a court-dated settlement occurs
• Client Accounting
  • Generate comprehensive Reports detailing the financial outcome of contingency cases, useful for both firm review and Client transparency

Solo Practitioners

Clarra provides a system that simplifies every aspect of billing and payments, closing the management gap solo practitioners often face from a lack of extensive administrative support.

• Streamlined Invoicing
  • Generate simple Invoices for services rendered, including fixed fees for standard procedures and hourly billing for consultations
• Easy Payment Processing
  • Integrate Clarra with payment systems such as Confido Legal, Paypal, LawPay and more to receive Payments directly through Invoices sent from Clarra 
  • Payment Statuses will automatically update on Invoices and reflect changes in Account Balances
• Expense Tracking
  • Track and bill clients for Expenses incurred with an intuitive interface designed to quickly log and categorize Expenses