Legal & specialist practices
Give the business behind the practice the attention it needs.
Support for legal and specialist practices whose owners need reliable financial records, billing and collections, employee administration, and systems that support client work.
Separate the accounts and reconcile the records.
Maintain discipline across operating accounts and, where relevant, trust account records and reconciliations. Document the checks and review responsibilities, with trust-account requirements determined by the practice and its qualified advisors.
Give owners a clear view of collections, expenses, cash available for operations, and unresolved items. Distinguish the practice’s operating results from funds held for clients.
Finance & accountingFollow invoices through to collection.
Connect the billing calendar, approved time or fees, retainer activity, outstanding invoices, and collection follow-up. Identify where a delay starts and who needs to resolve it.
Review payroll, vendor payments, and expected receipts together so owners can plan the coming months with reconciled figures.
Discuss billing and collectionsKeep employment administration out of the case workload.
Coordinate payroll, benefits, onboarding, offboarding, and employee records. Define who approves changes and how they reach the payroll and benefits providers.
Support recurring administration while keeping employment and benefits advice with the appropriate specialists.
HR & people operationsReview access before a role or ownership transition.
Administer Microsoft 365 or Google Workspace, maintain approved system access, and reclaim licenses as roles change. Coordinate access decisions with the practice’s confidentiality policies and responsible leaders.
For succession or a transition, organize financial records, vendor agreements, process documentation, and the decisions that need the owner’s legal, tax, or transaction advisors.
IT & business systemsUnanet implementation and support
Founded in 2023, Ascent brings senior practitioner delivery to project accounting, implementation, migration, reporting, and ongoing support. Review the system scope alongside the recurring work.
Explore Unanet servicesQuestions before we start
Can you help with trust and operating account discipline?
An agreed scope can cover records, reconciliations, and review procedures. The practice and its qualified advisors determine applicable trust-account requirements and retain responsibility for legal compliance.
Can you work with our existing billing system?
Yes. We assess the existing records, export options, approvals, and reconciliation process before proposing changes. The aim is to connect the billing cycle with the accounting and cash review.
Can you help prepare for succession or a sale?
We can organize financial records, recurring procedures, systems and access, and vendor commitments. Legal, valuation, tax, and transaction advice remains with the appropriate advisors.
What do you need to know about the practice each month?
Bring the billing, cash, payroll, or systems task taking time away from client work.