juniorPartner Features

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juniorPartner

A Tradition of Innovation

5 jP Modules

[1] Basic & Time Recording [2] Accounts Rendered, GST & Cashbook
[3] Trust & Term Deposit [4] Management [5] Mortgage

Help

Which Modules for Your Practice?

Barristers

[1] Basic & Time Recording
[2] Accounts Rendered GST & Cashbook for Chambers' accounts

Solicitors without a Trust Account

[1] Basic & Time Recording
[2] Accounts Rendered GST & Cashbook

Solicitors with a Trust Account

[1] Basic & Time Recording
[2] Accounts Rendered GST & Cashbook
[3] Trust & Term Deposit
[4] Management Module

For larger firms with multiple fee earners and those practices that require more detailed analysis of the time spent and fees generated by individual authors, by types of file (Matrimonial, conveyancing etc)

[5] Mortgage Module

For practices with a Mortgage Ledger or Nominee Company.

**Which Modules for Your Practice?**
Barristers [1] Basic & Time Recording [2] Accounts Rendered GST & Cashbook for Chambers' accounts	Solicitors without a Trust Account [1] Basic & Time Recording [2] Accounts Rendered GST & Cashbook Solicitors with a Trust Account [1] Basic & Time Recording [2] Accounts Rendered GST & Cashbook [3] Trust & Term Deposit	[4] Management Module For larger firms with multiple fee earners and those practices that require more detailed analysis of the time spent and fees generated by individual authors, by types of file (Matrimonial, conveyancing etc) [5] Mortgage Module For practices with a Mortgage Ledger or Nominee Company.

The Modules

[1] Basic & Time Recording

Time Recording - Single & Batch Entry (users love our Batch Entry Screens!)
Use a stopwatch to time the attendance, write notes during the attendance. If you get interrupted, you can pause the first, start the second, then later go back.
Brookers Button - Record time spent researching Brookers Libraries directly on time sheet
Billing - Use Time Records or insert your own narrative
Appointments Diary
Reminders & To Do list
Client contact database
Files & Matter database
Deeds Register - integrated with client database
Client & File Labels
Client & File Notes "Unlimited size"
Phonebook for clients and other contacts
4 Legal Calculators - Rates Apportionment - GST - Mortgage & Interest
Marketing - create Market letters - Mail Merge
Electronic Manual - help always at hand
QuickPrompts - create your own short-cuts to speed data entry
Time recording is quick and easy. Set up your own codes or use the defaults.
Record time as a simple code or an unlimited narrative that doubles as a File Record.
Link time recording to Retrievals so when you record a fax, or a letter out, automatically add the cost of the fax, toll or stamp etc. to the file.
Creates Bills, either as full time attendances or as narrations.
LEGAL AID Reports Civil & Criminal

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

See the The Desktop for more details of this module Click here.

[2] Accounts Rendered GST & Cashbook

Accounts Rendered
Fee Payments
GST Reports
Cashbook - Office Account
Income - Expenditure Reports
Debtor Control
Aged Balances
Statements
Export to MYOB, NZGOLD, BestBooks, MS Excel, Etc.
Bill more frequently
Better debtor control
No more 'unrecovered disbursements'

"Not only do we have our trust account (including term deposits) totally up-to-date all the time but our control of debtors, trust advances and disbursements has improved dramatically."

Integrates with Time Recording and Trust Module
Payments create automatic journals

[3] Trust & Term Deposit

Conforms with Law Society Guidelines Prevents overdrawing of clients' accounts
Cheques Receipts Journals
Single & Batch Entry
Electronic Transfers
Streamlined bank reconciliation
Daily/Weekly/Monthly Reports
Trust Reports - As and when you want them
Interest Bearing Deposit - Term Deposit - Move funds easily from Trust -> IBD - >Trust -- Post Interest quickly, take commission and account for RWT
Complete audit trail of all trust transactions - special audit reports for Trust 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 - All Foreign Trust Account balances visible on NZ$ Reports.
Details about your clients, their files, your current balances and your trust account are always immediately available.

"Posting the Trust is so quick and easy in jP. We should've done this years ago!"

Simple, straightforward handling of trust funds

"The ease with which we can obtain ledger printouts, trust accounts and the like is also something that we find of particular value."

Track & control Advances to clients
Features designed to prevent fraud
Maintain a trust history for each client

[4] Mortgage

Arrears schedule
Annual Statements to Contributors
Withholding tax Statements.
Flexible Commission structures, Payment Dates etc
Reports list: funds available for lending, Mortgages due for repayments or review etc. Contributory Mortgage ledger operates independently yet shares the same datafile as the other modules.

Largely automatic processing of interest payments to contributors, to withholding tax and to firm for commission.

[5] Management
Time Analysis
WIP Analysis
Fees Analysis
Year To Date WIP & Fees Analysis
Fees and Time by File Type (eg conveyancing, matrimonial, immigration etc.)
Missing Timesheet Reports - No more "lost time."
Author Productivity- several new reports to monitor author productivity and efficiency
WIP Control Balances Analyse Your Firm's Progress
This special module is for larger practices who need this extra level of analysis.
Analyse your current situation and plan future development.

6 Easy Ways To Get Help & Support

1. Run your mouse over a button or a menu and a description of the function is displayed on the help ribbon at the bottom of your screen. See Desktop.
2. More info about the current window is available wherever you see the "I" buttons on screen.
3. One click on Manual button opens a comprehensive electronic reference Manual See Desktop.
4. FAQ file in the E-Manual lists Frequently Asked Questions. Someone's probably asked the question before.

All users need additional support from time to time...
5. Free phone, fax and e-mail support to the Help Desk for all users with a current Support & Maintenance contract.
The annual Support & Maintenance contract also gives users the right to free upgrades.
6. Special Help files & FAQ files on special Users' site.
juniorPartner is constantly being improved and enhanced, you will always have the latest version with the new features when you join our maintenance programme.

**The Modules**
[1] Basic & Time Recording	Time Recording - Single & Batch Entry (users love our Batch Entry Screens!) Use a stopwatch to time the attendance, write notes during the attendance. If you get interrupted, you can pause the first, start the second, then later go back. Brookers Button - Record time spent researching Brookers Libraries directly on time sheet Billing - Use Time Records or insert your own narrative Appointments Diary Reminders & To Do list Client contact database Files & Matter database Deeds Register - integrated with client database Client & File Labels Client & File Notes "Unlimited size" Phonebook for clients and other contacts 4 Legal Calculators - Rates Apportionment - GST - Mortgage & Interest Marketing - create Market letters - Mail Merge Electronic Manual - help always at hand QuickPrompts - create your own short-cuts to speed data entry	Time recording is quick and easy. Set up your own codes or use the defaults. Record time as a simple code or an unlimited narrative that doubles as a File Record. Link time recording to Retrievals so when you record a fax, or a letter out, automatically add the cost of the fax, toll or stamp etc. to the file. Creates Bills, either as full time attendances or as narrations. LEGAL AID Reports Civil & Criminal 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 See the The Desktop for more details of this module Click here.
[2] Accounts Rendered GST & Cashbook	Accounts Rendered Fee Payments GST Reports Cashbook - Office Account Income - Expenditure Reports Debtor Control Aged Balances Statements Export to MYOB, NZGOLD, BestBooks, MS Excel, Etc.	Bill more frequently Better debtor control No more 'unrecovered disbursements' "Not only do we have our trust account (including term deposits) totally up-to-date all the time but our control of debtors, trust advances and disbursements has improved dramatically." Integrates with Time Recording and Trust Module Payments create automatic journals
[3] Trust & Term Deposit	Conforms with Law Society Guidelines Prevents overdrawing of clients' accounts Cheques Receipts Journals Single & Batch Entry Electronic Transfers Streamlined bank reconciliation Daily/Weekly/Monthly Reports Trust Reports - As and when you want them Interest Bearing Deposit - Term Deposit - Move funds easily from Trust -> IBD - >Trust -- Post Interest quickly, take commission and account for RWT Complete audit trail of all trust transactions - special audit reports for Trust 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 - All Foreign Trust Account balances visible on NZ$ Reports.	Details about your clients, their files, your current balances and your trust account are always immediately available. "Posting the Trust is so quick and easy in jP. We should've done this years ago!" Simple, straightforward handling of trust funds "The ease with which we can obtain ledger printouts, trust accounts and the like is also something that we find of particular value." Track & control Advances to clients Features designed to prevent fraud Maintain a trust history for each client
[4] Mortgage	Arrears schedule Annual Statements to Contributors Withholding tax Statements. Flexible Commission structures, Payment Dates etc Reports list: funds available for lending, Mortgages due for repayments or review etc.	Contributory Mortgage ledger operates independently yet shares the same datafile as the other modules. Largely automatic processing of interest payments to contributors, to withholding tax and to firm for commission.
[5] Management	Time Analysis WIP Analysis Fees Analysis Year To Date WIP & Fees Analysis Fees and Time by File Type (eg conveyancing, matrimonial, immigration etc.) Missing Timesheet Reports - No more "lost time." Author Productivity- several new reports to monitor author productivity and efficiency WIP Control Balances	Analyse Your Firm's Progress This special module is for larger practices who need this extra level of analysis. Analyse your current situation and plan future development.

**6 Easy Ways To Get Help & Support**
	1. Run your mouse over a button or a menu and a description of the function is displayed on the help ribbon at the bottom of your screen. See Desktop. 2. More info about the current window is available wherever you see the "I" buttons on screen. 3. One click on Manual button opens a comprehensive electronic reference Manual See Desktop. 4. FAQ file in the E-Manual lists Frequently Asked Questions. Someone's probably asked the question before. All users need additional support from time to time...	5. Free phone, fax and e-mail support to the Help Desk for all users with a current Support & Maintenance contract. The annual Support & Maintenance contract also gives users the right to free upgrades. 6. Special Help files & FAQ files on special Users' site. juniorPartner is constantly being improved and enhanced, you will always have the latest version with the new features when you join our maintenance programme.