Contacts Directory
| Contact Name & Role | Conflict Check Status |
|---|
Matters & Files Directory
| FORUM / TYPE ⇅ | CASE & CLIENT | UNBILLED WIP | TRUST BALANCE | STATUS |
|---|
Master Billing & Accounting Hub
| Invoice # | Matter & Client | Bill & Due Date | Subtotal | HST (13%) | Total Amount | Status | Actions |
|---|---|---|---|---|---|---|---|
| No invoices generated yet. | |||||||
Practice Master Agenda & Deadlines
| Date & Time | Matter / File # | Agenda Event | Status | Category |
|---|
E-Signature Document Studio
| Document Title | Tagged Matter File | Signers & Recipients | Status | Date Created | Actions |
|---|---|---|---|---|---|
| No document packages prepared for e-signature yet. | |||||
🤖 ClerkAI Assistant & Automation Hub
Welcome back, Matthew. I am connected to your matter files, agenda, and retainer templates. How can I assist with client onboarding or scheduling today?
⚡ Fast Automation Tools
📋 Staged AI Actions
Trust Accounting, HST & Financial Reports
General Operating Account Reserve Allocations
Auto-calculates savings, income tax, and HST collected reserves set aside from settled revenue.
Business Expense, ITC & External General Income Tracker
Log operating firm expenses for Input Tax Credit recapture, or deposit external general income generated elsewhere directly into your general account.
| Date | Entry Type | Description | Amount | HST Paid (ITC Recapture) | Action |
|---|---|---|---|---|---|
| No entries logged yet. | |||||
HST Collected & ITC Recapture Audit Report
Generates a complete accounting summary of HST collected on paid invoices versus Input Tax Credits (ITCs) paid on general expenses to calculate net tax payable to CRA.
Monthly Client Statement PDF (Tasks & Trust)
Generate a comprehensive statement for a client file covering a selected billing period.
Three-Way Trust Account Reconciliation
Compare your financial institution's bank statement balance against your LegalMod trust ledgers to verify zero variance.