The Manage section provides administrators and firm owners with full control over the firm’s operational configuration. These settings define how time entries, expenses, billing, payments, and financial postings behave across the entire system.
From this section, users can:
- Maintain financial structures (Chart of Accounts)
- Standardize time and expense posting
- Configure lawyer profiles, billing rates, and e‑signatures
- Manage payment methods
- Customize invoice, cheque, and email templates
- Ensure consistent, compliant, and professional output across all modules
The Manage section is essential for firm‑wide standardization and operational governance.
- Below are all sub‑features included in the Manage category.
- Defines and maintains the firm’s general ledger accounts used for all financial posting.
- View, create, and edit GL accounts
- Assign account types (Asset, Liability, Equity, Revenue, Expense)
- Activate/deactivate accounts
- Maintain numbering structure
- Access detailed account information
👉 See full wiki: Chart of Accounts
- Manages the predefined list of activity codes used when posting time entries.
- Create and edit time codes
- Standardize billing descriptions
- Activate/deactivate codes
- Ensure consistent time entry posting
👉 See full wiki: Time Codes
- Manages the predefined list of expense/disbursement codes used when posting client expenses.
- Create and edit expense codes
- Standardize expense descriptions
- Activate/deactivate codes
- Support accurate billing and reporting
👉 See full wiki: Expense Codes
- Manages all billable and non‑billable professionals in the firm.
- Configure lawyer/timekeeper profiles
- Set billing rates and custom client rates
- Upload e‑signatures
- Manage activation status
- Control assignment and visibility
👉 See full wiki: Lawyers & Timekeepers
- Maintains LEDES‑compliant activity and expense codes for standardized billing.
- Manage LEDES activity (A‑codes) and expense (E‑codes)
- Edit descriptions and categories
- Activate/deactivate codes
- Support LEDES invoice exports
👉 See full wiki: LEDES Codes
- Manages the list of payment methods available when recording client payments.
- Create and edit payment types
- Standardize payment method options
- Activate/deactivate payment types
- Support trust, general, and invoice payments
👉 See full wiki: Payment Types
- Customizes invoice layouts, branding, and display rules.
- Create and edit invoice templates
- Configure headers, footers, and logos
- Control time/expense display
- Set e‑Signature placement
- Assign templates to clients or matters
👉 See full wiki: Invoice Templates
- Configures cheque printing layouts for trust and general cheques.
- Customize cheque layout and alignment
- Configure MICR line settings
- Add firm information and signature lines
- Preview cheque formatting
👉 See full wiki: Cheque Templates
- Manages reusable email templates for invoices, reminders, and notifications.
- Customize subject lines and body content
- Insert dynamic placeholders
- Activate/deactivate templates
- Standardize client communication
👉 See full wiki: Email Templates
The Manage section ensures:
- Standardized billing and accounting
- Consistent time and expense posting
- Accurate financial reporting
- Professional branding across all documents
- Controlled access to sensitive configuration tools
- Smooth integration across all firm workflows
It is the backbone of firm‑wide configuration and operational governance.
The Manage section provides a centralized, admin‑only configuration hub for all operational settings in LawPractica. With tools for financial accounts, billing codes, lawyer profiles, payment methods, and document templates, it ensures the entire platform operates consistently, professionally, and in compliance with firm policies.
This module is essential for maintaining a stable, efficient, and audit‑ready practice management environment.