It doesn't matter where you are in New Zealand, the Bureau can manage your accounts.

Our Services

The Bureau offers a comprehensive accounting service for small to medium sized law practices.

Our services include:

• Trust account processing
• Term deposit account processing
• Time recording
• Monthly accounts receivable statements
• Daily/weekly reconcilliation of trust accounts
• Month end reconcilliation of trust accounts and term deposit accounts to satisfy NZLS requirements
• 24 hour online access to your accounts information
• General advice and guidance relating to trust accounts

Using our service is efficient and easy. We guarantee that you will always have immediate access to your information.

Standard forms are simply completed and sent in together with either photocopies or triplicate copies of things such as receipts and cheques, at least once a week. We process the data from these forms, then generate reports and return all the completed work and relevant reports to you.

At month end we will reconcile your trust account and savings account to comply with NZLS regulations in order that you can send your monthly certificate to NZLS within the required time frame.

Some examples include:

• Trust Account
  Total management of your Trust Account and Savings Account from data entry to month end reconcilliations
• Account Reminders
  The Bureau can generate debtor statements for you to send direct to your clients reminding them they have money owing
• Time Recording
  The Bureau can input time sheets with time units taken and hourly rates used. The information can be used when billing a client or looking at the Work in progress recorded to date
• Internet Reporting Facility
  For a small additional fee you can have 24 hour online access to all your client ledgers from your own office. You can also print out many useful reports using this facility

Advantages:

By using the services of the Bureau you will:

• Save money- no need for capital outlay on software/hardware or trained staff to set up and manage your own in-house accounts department
• Always know that your trust account is balanced
• Save on staff costs because a junior staff member will be able to collate the information required by the Bureau
• Know that your trust account is managed by experienced staff at the Bureau
• Have reliable and up to date client ledgers at your fingertips
• Have increased efficency with monthly accounts receivable statements provided for you to send to your clients

Cost

The initial setup cost is $350 (plus GST) for ADLS Inc. members, and $500 (plus GST) for non members. If online access is required (please see below) there is also a $60 (plus GST) setup fee for this access. One on-site visit (if in the Auckland region) is also included in the set up fee as technical assistance may be required for the installation process of Legal-e.

For firms who wish to review their transactions online and access Legal-e remotely via the VPN gateway, there is a monthly fee charged based on the number of users in the firm. The fees are as follows:

1 - 3 users        $60 per month (plus GST)
4 - 6 users        $120 per month (plus GST)
7 - 10 users      $180 per month (plus GST)

Please note, for online access there is a minimum technical specification required for the service to work. Details of this requirement are listed in the enclosed joining pack.

Once set-up, ongoing data entry is charged on a time taken basis based on hourly rate of $75.00 (plus GST) with a minimum monthly fee of $145.00 (plus GST) for ADLS Inc members and $175 (plus GST) for non members.

Contact

Please contact ADLS Inc on 09 306 3999 for more information.