Customer Satisfaction,

                              

UBS Lawyer Client's Account is specially designed to keep tracks of Trust Accounts activities mainly but not restricted only to legal firms. Such system helps ensure movement of client's monies placed with a trustee account fulfilled the audit requirement as well as for better management. Adoption of such system also enable clients trust account being managed separately from trustee's own office accounts hence ensure better accountability of the client monies at any point of time. UBS Lawyer Client's Account can be integrated with UBS Accounting and UBS Billing and Disbursement System.

Product Overview

Paperless maintenance and records of clientele information for easy retrieval
Direct link to UBS Billing & Disbursement for billing purpose
Simplified way of trial balance and reconciliation
Complete entries of client's account transaction
Easy steps to maintain and print account statements

FEATURES

Account maintenance (client's bank account, other account)
Client's case file maintenance
Foreign currency
Transaction by project
Print official receipt
Print payment voucher
Link to UBS Billing and Disbursement
Export and import transaction
Year end processing
Menu control manager

REPORTS

Transaction listing by batch
Batch summary
Trial balance
Clients accounts balances
Bank accounts balances
Other accounts balances
Bank accounts balances
Bank reconciliation statement
Tax listing
Project report
Print transaction summary
Print statement by case files