LAW PRACTICE MANAGEMENT SOFTWARE DESIGNED BY NEW ZEALAND LAWYERS FOR NEW ZEALAND LAWYERS.
JuniorPartner is easy to learn and easy to use, yet its powerful integrated database reduces costs, increases cashflow and increases productivity – see user testimonials.
Click on the buttons at top to find out more about the jP Modules.
juniorPartner takes the anxiety out of NZ Law Society Audits because it fully complies with New Zealand legislation and New Zealand Law Society Trust Account Guidelines.
juniorPartner is an investment in your practice, whether you want to easily manage your time, your clients, your documents, your revenues or want a detailed picture of your firm’s financial performance juniorPartner does it all.
jP’s Module One looks after the basic needs of all NZ lawyers to time record, bill and have ready access to Client and File details and history. It has many other features including:-
SINGLE AND BATCH ENTRY TIME RECORDING:
Time recording is quick and easy. Set up your own codes or use the defaults. Or use the stopwatch to record exact attendance time. With multiple stopwatches, if you get interrupted you can pause the first and start a second and go back later.
BILLING:
Create bills using your own Time Sheet Records, or add or edit your own narrations. Include/Exclude GST Summary/Remittance Advice/Payment Details etc in bills.
CUSTOMISE YOUR OWN INVOICE:
Using our basic Invoice templates, you can customise appearance fonts etc.
APPOINTMENTS DIARY:
Reminders & To Do list. Client contact database. Files & Matter database. Deeds Register – integrated with client database. Client & File Labels. Client & File Notes. Phonebook for clients and other contacts. Phone Memos.
4 LEGAL CALCULATORS:
Rates Apportionment – GST – Mortgage – Interest.
MARKETING:
Create Market letters – Mail Merge, helps to keep you in touch with your clients.
ELECTRONIC MANUAL:
Help is always at hand. ALSO get FREE phone/fax/email help during working hours when you have a Maintenance & Support contract.
QUICK PROMPTS:
Create your own short-cuts to speed data entry.
LEGAL AID:
Automatically creates Forms 3, 4, 10, 16 & 20 in seconds!! (Legal Aid Tax Invoices) for the LSA – Save unbillable time searching through the file creating your bill, and analyse how much Legal Aid Grant is taken/available – you know when to apply for more funds. juniorPartner also creates Lawyer for Child Invoices in the proscribed format for the Dept of Justice automatically.
DOCUMENT MANAGEMENT:
Create documents from your templates, using data from jP and save them in a specific location for the file so they’re always close at hand.
CLIENT CARE LETTER:
Create a client care letter whenever you receive new instructions automatically from juniorPartner. Use our template or create your own. The letter will always be available in Document Management.
CLIENT ID TRACKING:
Scan your clients’ Passports and Drivers’ Licences, input the ID expiry dates, and they’ll always be available for viewing in juniorPartner.
ACCOUNTS RENDERED – GST – CASHBOOK
The AR, GST and CashBook features of juniorPartner are in this one module. It is designed to help keep you on top of your debtors and carry out basic private ledger functions. Every effort has been made to keep the CashBook module as simple as possible. There’s special export routine to export transactions from juniorPartner into popular GL programmes should you need the extra level of analysis
ACCOUNTS RENDERED:
This module turns bills created in Module One into GST invoices and debts owed.
AGED DEBTORS:
Obtain an Aged Debtor Balances report, sort out the 30-60-90 day defaulters, follow up with reminder letter and phone call.
MONTHLY STATEMENTS:
Automatically prints Monthly Statements to clients.
LATE FEES ON OUTSTANDING ACCOUNTS
Automatically Charge Late fees on outstanding accounts either as % or $ amount.
CASHBOOK OFFICE ACCOUNT:
Takes care of the firm’s private Cashbook Ledger spending for the year. Set up Automatic Payments, GST inclusive and non GST ledgers.
FEE PAYMENTS:
Payments of Fees (accounts rendered) simplified. Fee payments are automatically journalled from Trust for those practices with a Trust Account.
INCOME & EXPENDITURE:
Measure your income and expenditure, establish Budgets and produce reports comparing performance for month, year to date and previous year to date.
GST REPORTS:
Comprehensive GST reports make it easy to complete GST returns.
EXPORT:
To MYOB, CashManager, QuickBooks, Xero, MS Excel, Etc for more detailed analysis.
The Trust and Term Deposit module is a modern comprehensive trust accounting system that combines simple straight-forward handling of trust funds with many reports on client trust ledgers and full audit reporting. jP takes the worry out of your end of month reconciliations and Law Society Certificate. It conforms to NZ Law Society Trust Account Regulations and Guidelines including preventing overdrawing of Clients’ Trust Accounts.
TRUST REPORTS:
Details about your clients, their files, your current balances and your trust account are always immediately available, as and when you want them.
INTEREST BEARING DEPOSIT/TERM DEPOSITS:
Move funds easily and post interest quickly, take commission and account for RWT.
COMPLETE AUDIT TRAIL OF ALL TRUST TRANSACTIONS:
Special audit reports for Trust Account Partner & Law Society Inspectors.
NZ LAW SOCIETY REGISTRIES:
Post-Dated Cheques – Non-Monetary Assets – Trustees, Executors & Attorneys.
INTERNET BANKING:
Post Trust Debits and upload to your on-line banking facilities.
MULTI – CURRENCY TRUST ACCOUNTS:
For clients with funds in different currencies. All Foreign Trust Account balances (Aus$, US$, Yen, Euro etc.) visible on NZ$ Reports.
REDUCE THE RISK OF FRAUD:
juniorPartner contains undocumented fraud prevention traps and contains reports designed by specialists in the area to assist early detection of possible fraud. These reports are only available to the Trust Account Partner and the NZLS auditors.
The Management Module is designed to give larger firms with several partners and many authors more detailed information relating to both the firm’s performance and individual author’s performances, it includes analysis of fees by client and type of work as well as by author.
When used in conjunction with the profit and loss report from the CashBook and the A/R Aged Balances, Management reports should provide everything the larger firm needs for regular analysis of its performance and to assist planning for the future.
Reports Include
WIP ANALYSIS
ATTENDANCE ANALYSIS
FEES ANALYSIS
YEAR TO DATE WIP & FEES ANALYSIS
FEES & TIME ANALYSIS BY FILE TYPE
(eg conveyancing, matrimonial, immigration etc.) Determine where the income is coming from for Insurers as well as Practice Management.
TOP CLIENT BY FEES
Identify your top fee generating clients.
TOP CLIENT BY OPEN FILES
Which clients bring in the most work? Though not necessarily the most income.
MISSING TIME SHEET REPORTS
No more lost time sheets or authors forgetting to hand in their time sheets..
AUTHOR PERFORMANCE REPORTS
Track and compare author performance both in terms of Time recorded and subsequently billed and in terms of Fees posted.
WIP AGED BALANCES
To shorten the billing cycle, you should be billing monthly and have minimal aged WIP balances. These reports help you keep on top of slow billers.
WIP CONTROL BALANCES
The firm’s most important current asset. It’s absolutely essential that a busy firm scrutinises WIP balances from month to month. These WIP control reports ensure there’s no gaps in WIP accounting anywhere.
The Mortgage Module automates the processing of interest payments to: contributors, withholding tax and to firm for commissions for practices with a Mortgage Ledger or Nominee Company. The Contributory Mortgage ledger operates independently yet shares the same datafile as the other modules. The Mortgage Module complies with all NZ Legislation and rules governing Solicitors Nominee Mortgage Companies.
FLEXIBLE:
Commission structures, Payment Dates etc
REPORTS INCLUDE:
funds available for lending, Mortgages due for repayments or review.
ARREARS SCHEDULE
ANNUAL STATEMENTS TO CONTRIBUTORS
WITHHOLDING TAX STATEMENTS
JuniorPartner makes it so easy to increase cashflow and increase productivity
Purchase only the modules you need for your practice, add more modules as your practice grows.