A Feature Set Unmatched In The Industry
Key Features
Trust / Retainer Fund Mangement
Comprehensive State Bar Compliant Trust Fund Management (IOLTA)
Assign Trust Account(s) on Matter level
Three-way Trust Account Reconciliation
Split Billing
Share recurring fees and costs between several matters
Allows for unlimited splits between cases, percentage equals 100%
Allows for split bills to be recurring
LEDES Billing
Supports Uniform Task Based Management System (UTBMS)
Pre-programed with the 'A' codes and 'L' codes
Includes both LEDES 1998B and 200 XML formats
Dashboards
See how your entire business is doing in an easy-to-understand graphical interface
Create multiple, customizable dashboards to suit your needs
Display your business key performance indicators (KPIs) exactly how you want to see them
Access Anytime, Anywhere and on Any Device
Use Core on web and mobile devices
Enjoy free native iOS and Android apps for cloud-based time and expense tracking and billing
Workflow Automation
Powerful multi-level submittal and approval process for timesheets, expenses and invoices
Put your business processes on autopilot with automatic billing, recurring invoices, and other repetitive tasks
Time and Expense Tracking
Track time how you want to with timers, day view, and week view time cards
Easily start and switch between multiple timers
Employee Compensation Tracking
Automatically identify and mark eligible time as overtime with Core's powerful Overtime Calculator
Effortlessly track overtime, compensation time, and paid time off
Reporting and Billing
Leverage a wide variety of customizable reports
Create memorized reports and tag any report as your favorite
View breakdowns of utilization, realization and billable work for employees as well as consultants
Accounting
Get clear insights with profit and loss, balance sheets, cash and accrual reporting with comparison data
Manage purchase orders, checks, vendor bills, G/L, A/R, A/P, and more — all in one place
Automatically download bank feeds and reconcile accounts in minutes