MAIN BENEFITS ​​

SAGE industries

Empower Your Law Firm with Sage Intacct

• Accurate Time & Expense Tracking 
  Capture every billable hour with precision. Track time by client, matter, attorney, and activity type. Seamlessly integrate with time tracking tools for automated billing and improved revenue capture.
• Trust Accounting Compliance 
  Ensure compliance with legal requirements by managing client funds separately from firm funds. Maintain accurate IOLTA accounts with automated trust reconciliation and audit trails.
• Real-Time Financial Visibility 
  Make informed decisions with instant access to profitability by client, matter, attorney, and practice area. Real-time dashboards show financial performance and key metrics.
• Flexible Billing & Revenue Recognition 
  Support fixed fee, time and materials, milestone billing, and contingency arrangements. ASC 606 compliant revenue recognition ensures accurate financial reporting.
• Seamless Integration 
  Connect with legal practice management software, CRM tools like Salesforce, document management systems, payroll, and payment processing platforms in one unified dashboard.
• Project & Matter Profitability 
  ​Track costs and revenue by matter to ensure profitability. Identify high-performing practice areas and make strategic decisions about resource allocation.​

CORE FEATURES

Core Features Built for Law Firm

Multi-Dimensional General Ledger 
Track finances by client, matter, attorney, practice area, office location, or any custom dimension without complex coding. Get instant insights from any angle.

Client & Matter Accounting 
Manage separate accounting for each client and matter. Track retainers, deposits, and trust account balances with complete transparency and audit trails.

Trust Account Management 
Automated IOLTA and trust account management ensures compliance with state bar requirements. Separate client funds with complete audit trails and reporting.
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Time & Expense Capture 
​Integrate with time tracking software to automatically capture billable hours. Track expenses by client and matter for accurate reimbursement and billing.

Automated Billing & Invoicing 
Generate invoices based on time, expenses, and fee arrangements. Support for hourly, flat fee, contingency, and blended rate billing with automated workflows.

Collections Management 
Track accounts receivable by client and aging. Automated payment reminders and integration with payment processing platforms improve cash flow.

Budget vs. Actual Tracking 
Set budgets by matter and monitor performance in real-time. Proactive alerts help prevent cost overruns and improve matter profitability.

Multi-Entity Consolidation 
​Manage multiple office locations or practice entities from one system. Automated consolidation across offices, jurisdictions, and currencies.

LAW FIRM TYPES WE SERVE

Solutions for All Legal Practice Areas

• ​Large & Mid-size Law Firms - Complex multi-entity, multi-office operations with sophisticated financial management needs, partner compensation tracking, and detailed profitability analysis.
• Boutique & Specialty Firms - Focused practices in intellectual property, employment law, tax, estate planning, or other specialties requiring matter-specific financial tracking.
• Corporate Legal Departments - In-house legal teams managing matter budgets, outside counsel costs, and demonstrating legal department value to executive leadership.
• Litigation Practices -Contingency fee arrangements, cost tracking for large cases, escrow account management, and settlement fund administration.
• Real Estate & Transactional Firms - High-volume closings, escrow management, trust account reconciliation, and transaction-specific accounting.
• Personal Injury Firms - Contingency billing, case expense tracking, settlement fund management, and detailed case profitability analysis.
• Family Law Practices - Retainer management, trust accounting, flexible billing arrangements, and client payment plans.
• Solo Practitioners & Small Firms - Affordable, scalable solutions with trust accounting, time tracking, and billing features appropriate for growing practices.

SUCCESS METRICS

​Results That Matter
Law firms using Sage Intacct report:

• 50% Reduction in Month-End Close Time Automated workflows and real-time consolidations cut close time from weeks to days, freeing finance teams for strategic analysis
• $200,000 Annual Savings Firms save up to $200,000 annually in employee time previously spent on manual tasks, data entry, and reconciliation
• Days to Minutes for Reporting Budget-to-actual comparisons and profitability reports that previously took days now complete in minutes with real-time data

• 25% Productivity Improvement Automation of billing, time tracking, and expense management improves finance team productivity by 25% or more
• Enhanced Matter Profitability Real-time visibility into matter costs and revenue enables proactive management and improved profitability across all practice areas
• Improved Cash Flow Automated billing and collections management reduces days sales outstanding and improves cash flow for firm operations

WHY LEAF SOFTWARE?

Your Trusted Sage Partner for Legal Services Success

​As a certified Sage Partner, Leaf Software brings expertise and personalized service to your law firm's transformation.
✓ Seamless data migration from QuickBooks and legacy legal accounting systems
✓ Comprehensive training training for finance staff, attorneys, and administrative teams
✓ Integration with practice management, time tracking, and legal tech platforms
✓ Ongoing support and optimization as your practice grows
✓ Understanding of trust accounting and legal compliance requirements
✓ Fixed-price implementations with transparent timelines
​✓ Certified Sage Intacct specialists with legal services industry expertise
​✓ Proven implementation methodology tailored to law firm workflows

READY TO TRANSFORM YOUR LAW FIRM'S FINANCIAL MANAGEMENT?

Let's discuss how Sage Intacct can help your firm improve profitability, ensure compliance, and provide the financial insights needed to make strategic decisions. 

GET STARTED TODAY