Modern Accounting Software and Business Intelligence (BI) for Law firms

Managing a law firm requires quick access to key financial, operational, and management information.

With modern accounting systems like Microsoft Dynamics 365 Business Central and Business Intelligence (Power BI), law firms can make informed business decisions based on reliable and current data.

Your Microsoft Business Central
Accounting System in 7 Days Contact

Thanks to predefined settings dedicated to law firms, our Microsoft Dynamics 365 Business Central implementation proceeds rapidly, enabling quick system launch in your company. As part of the accounting module implementation, we meet with you to discuss the system's scope and capabilities, then prepare pricing and agreement. After signing the contract, we proceed with:

license purchase,
system configuration including:
- establishing standard chart of accounts
- configuring users according to client requirements.

The entire Microsoft Dynamics 365 Business Central accounting system implementation process with a standard chart of accounts takes only 7 days.

Business Intelligence

With Microsoft Dynamics 365 Business Central implementation using the standard chart of accounts, you receive the ability to quickly implement key Business Intelligence (BI) reports that enable advanced financial and operational data analysis. This allows you to more effectively monitor key financial indicators, identify areas requiring optimization, and make accurate, data-driven strategic decisions.

Benefits of accounting with
Microsoft Dynamics 365 Business Central

Implementation of the accounting module
Microsoft Dynamics 365 Business Central

The standard chart of accounts is a ready-made structure that meets legal and accounting requirements, allowing users to immediately record financial transactions and generate necessary reports. This solution enables companies to avoid the time-consuming task of creating a chart of accounts from scratch, while still allowing for customization to suit their specific needs.

Issuing and automatic
booking of outgoing invoices

Microsoft Dynamics 365 Business Central enables quick and intuitive issuing and automatic booking of outgoing invoices, significantly streamlining sales and accounting processes. With this feature, all invoice data is immediately entered into the system, eliminating manual entry and reducing error risk. No need for external invoicing applications allows for full process integration in one system, increasing work efficiency and ensuring data consistency.

Full ownership of both
data and system

Owning both the data and the accounting system provides the company with full independence and control over key financial management aspects. In the event of changing accounting firms or ending cooperation with an accounting office, all data remains with the company, eliminating the risk of data loss and ensuring continuous access to financial documentation. This is a crucial step towards building a data-driven organization, enabling a more strategic approach to business decisions. Learn more >>

KSeF Ready

Microsoft Dynamics 365 Business Central is designed to ensure compliance with current legal regulations, including National e-Invoice System (KSeF) requirements. When mandatory KSeF comes into effect, the system will be fully ready to handle e-invoices, enabling their issuance, transmission, and monitoring in the required format. This ensures users that their invoicing processes will be compliant and data sent to tax offices will be fully accurate. Such readiness guarantees smooth adaptation to new regulations and eliminates potential delays or settlement errors.

Solution scalability and possibility to expand with additional modules

Microsoft Dynamics 365 Business Central offers exceptional scalability, meaning it can grow with your company's needs. Basic implementation, such as the accounting module, can be easily expanded with additional functionalities, like the sales and marketing module. This allows companies to smoothly integrate additional areas of their operations in one coherent system, eliminating the need for separate applications.

Electronic banking for Poland

The Electronic Banking extension for Microsoft Dynamics 365 Business Central provides comprehensive support for businesses, adapting financial processes to local legal requirements and banking standards. The functionality includes automatic verification of transfer recipients on the VAT taxpayers whitelist, execution of transfers using the split payment mechanism for selected banks, and streamlined VAT account reconciliation.

How Do Microsoft Dynamics 365 and Power BI Support Law firms in Data and Financial Management?

Microsoft Dynamics 365 Business Central: This comprehensive ERP system integrates financial management, reporting, and controlling in one tool. With features dedicated to the legal industry, the system provides complete control over law firm finances, enabling easy creation of financial reports, invoicing, and revenue and expense analysis.

Power BI: Power BI is an analytical tool that enables easy creation of data visualizations and real-time reports. With it, law firms can create detailed analyses of their financial data, build interactive dashboards, and monitor results in a way that supports strategic decision-making.

Increased
Operational Efficiency

Accounting systems like Microsoft Dynamics 365 Business Central automate financial processes, enabling efficient financial reporting and financial controlling.

Real-time Management Reports

With Power BI, law firms can create interactive management reports that show current business performance. Management can monitor key performance indicators (KPIs) and identify areas needing improvement.

Accounting Process Optimization

Industry-tailored solutions, such as the accounting system for lawyers, simplify client billing, invoice management, and payment processing. Automation eliminates errors and reduces operational costs.

Data Security and Compliance

BI systems ensure complete data security and compliance with current legal and tax regulations.

Learn more

Implementation process of
Microsoft 365 Business Central accounting system

We offer two implementation paths for Microsoft Dynamics 365 Business Central accounting system, tailored to your company's needs. The first option is basic implementation with a predefined chart of accounts for the accounting module, allowing system launch in just 7 days. The second option is customized implementation, including system adaptation to individual needs.

Discussing client needs and contract signing

Before signing the contract, we meet with you to discuss the entire implementation process, determine its scope, and talk about potential system capabilities.

Then we prepare a detailed quote and contract. If you decide to proceed with implementation, we move to Step 2.

Basic implementation

If you choose basic implementation with a predefined accounting module chart of accounts, we guarantee completion within 7 working days.

From this point on, accounting can be conducted using the new system.

getsix® Services purchases the Microsoft Dynamics Business Central 365 license package, then configures Azure Tenant, Basic Business Central, and sets up users according to requirements.

System personalization for individual client needs

Additional costs may include:

system customization for specific needs
integration with other systems
technical support
advanced reporting
data migration
staff training

You can spread these costs over time or opt out of them entirely.

How Do Microsoft Dynamics 365 and Power BI Support Law firms in Daily Operations?

Law firms need solutions that enable them to effectively manage cases, clients, and finances while maintaining high service quality and regulatory compliance. Microsoft Dynamics 365 and Power BI offer integrated tools that automate processes, streamline document management, and enable data-driven decision-making.

Administrative Overload and Manual Processes

Challenge: Many law firms still rely on manual data entry, paper documentation, and traditional case management methods. The associated risk of errors, document workflow delays, and difficulties in monitoring case progress create significant administrative burden, taking away time that could be spent on substantive work.

Solution: Microsoft Dynamics 365 enables automation of repetitive processes such as data entry, deadline management, and document workflow. With a centralized system, all information is stored in one place, ensuring better control over cases and documents while reducing time spent on administrative tasks.

Client Data and Case Management Challenges

Challenge: Law firms collect vast amounts of data related to clients, cases, and documents. As the firm grows, this becomes difficult to control without proper tools. The lack of a central database makes tracking case histories, managing client communications, and deadline reminders time-consuming and prone to oversight.

Solution: Microsoft Dynamics 365 is a platform that enables centralized management of client data and cases. With this solution, all information about clients, case progress, and contracts is available in one system, facilitating communication and improving law firm organization. The system automatically reminds of important deadlines and actions, eliminating the risk of forgetting key matters.

Reporting and Data Analysis Challenges

Challenge: Law firms generate large amounts of data related to financial performance, team efficiency, and case progress. Without the right analytical tools, understanding this data and drawing accurate conclusions can be extremely challenging. Law firms often struggle with a lack of consistent and accurate reports, which are essential for making informed business decisions.

Solution: Power BI is an advanced analytics tool that allows law firms to easily create interactive reports, visualizations, and management dashboards. Through integration with Microsoft Dynamics 365, Power BI enables monitoring of team performance, case profitability, and financial forecasting. This solution enables quick data-driven decision-making, increasing efficiency and facilitating decision-making in the firm.

Regulatory Compliance and GDPR

Challenge: Compliance with legal regulations, including GDPR, is a significant challenge for law firms. Storing and processing personal data, such as client information, requires meeting strict data protection requirements. Law firms must have an implemented system that ensures information security and allows for auditing data processing activities.

Solution: Microsoft Dynamics 365 is designed with regulatory compliance in mind, including GDPR. The platform provides advanced data security features and information access auditing. Law firms can be confident that their data is protected according to the highest standards, reducing the risk of security breaches and non-compliance penalties.

Team and Resource Management Efficiency

Challenge: Managing a team of lawyers, assistants, and other law firm staff can be challenging, especially in large organizations. Without proper tools, monitoring workload, evaluating team effectiveness, and allocating resources to individual cases becomes time-consuming and prone to errors.

Solution: Microsoft Dynamics 365 enables centralized and automated management of law firm resources. The system allows for case assignment to appropriate lawyers, progress and efficiency monitoring, and schedule and workload management. This enables law firms to optimize their resource utilization, resulting in higher business efficiency.

Microsoft Dynamics 365 Business Central Implementation
ready in 7 days

Learn more about our solutions

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Advanced solutions for service
companies – what sets getsix® Services apart?

Knowledge
and experience

Partnership
with Microsoft

Ready-made implementation processes

Full control
over the system

Flexibility and adaptation to industry specifics

Quick adaptation and solution scalability

Knowledge and experience in accounting
and financial controlling

getsix® Services is part of the getsix® Group, which provides us with unique knowledge and experience in accounting and financial controlling. This enables us to deliver solutions that are precisely tailored to service companies, such as law firms, architectural offices, consulting companies, and marketing agencies.

Microsoft Partnership
and long-term experience

As a long-term Microsoft® partner for 15 years, we have access to the latest technologies, which allows us to deliver modern and reliable business solutions, such as Microsoft Dynamics 365 and advanced Business Intelligence tools. This enables us to offer solutions that are not only functional but also scalable and future-proof. Our partnership with Microsoft® ensures that we deliver the highest quality tools that support our clients' business growth.

Ready-made implementation processes
Ready-made Solutions

Thanks to our experience in implementing accounting and financial controlling systems, we have developed effective implementation processes that guarantee quick and trouble-free system launch. Our ready-made solutions allow companies to start working immediately, saving time and implementation costs. We use proven practices and work standards, ensuring quick system deployment without the need to create everything from scratch.

Full system control - no need to change systems when changing accounting firms

Our clients own the implemented system, giving them full control over data and implementation scope. When organizational changes are needed, such as transitioning from internal accounting to accounting outsourcing (or vice versa), there's no need to change the system. The client can continue using the same proven solution, allowing for cost optimization and time savings.

One accounting system, multiple accounting approaches:

Internal accounting
External accounting
Accounting with getsix®

Flexibility and adaptation
to industry specifics

Microsoft Business Central is designed to flexibly adapt to the needs of different industries. We specialize in tailoring solutions for companies that don't need inventory systems but focus on efficient financial management and management reporting. Each system can be individually customized to client requirements, ensuring maximum efficiency.

Quick adaptation and solution scalability

Given the specifics of the service industry, Microsoft Dynamics 365 Business Central solutions are quick to implement and scalable, meaning they can grow with your company. This ensures that clients don't have to worry about their systems becoming outdated – our solutions are future-proof and adapted to growing business needs. We offer solutions that can meet the requirements of both small and growing organizations, and adapt to their changing needs as their operations expand.

Our Business Solutions

Optimize operations and make better business decisions
with advanced business support tools

Microsoft Dynamics 365
Business Central >>

Business Intelligence
Microsoft Power BI >>

Business Applications
Microsoft Power Apps

Office Applications
Microsoft 365

Learn More

Schedule a Free Consultation

If you're unsure which solution to choose, we encourage you to schedule a free consultation with our expert.

We'll help match the most effective solutions to your company's individual needs.

Modern Accounting Software and Business Intelligence (BI) for Law firms

Microsoft Dynamics 365 Business Central accounting module implementation for law firms

How Do Microsoft Dynamics 365 and Power BI Support Law firms in Data and Financial Management?

Benefits of Implementing Microsoft Dynamics 365 and Power BI in Law firms

Implementation process of
Microsoft 365 Business Central accounting system