Expense Tracking for Law Firms and Advocates

In OneYukti's Expenses app, each matter is treated as a project and every expense is recorded against it. The clerk or associate photographs the receipt outside the court office itself. OCR extracts the merchant, date and amount, and handwriting recognition helps with handwritten receipts. The Project app tracks these project-related expenses and bills them back to the client, so the out-of-pocket line on the fee note is built from recorded claims and their bills.

Outstation hearings bring their own costs. Travel management lets the firm book and manage a trip with expense tracking attached, and a per diem covers the associate's daily expenses. Advocates who drive to courts in neighbouring districts claim through mileage tracking. Because approvals route by amount and category, a small copying charge can stop at the office manager while a flight goes to the partner handling the matter. Approvers are notified by email and can respond on mobile.

A partner can see what has been spent on a matter before deciding the next fee note. Expense reports with receipts attached give the client's accounts team the support it expects for a reimbursement claim. Spending dashboards split firm-wide claims by category and by person. A budget can also be set for a matter, and budget against actual shows when expenses on a long-running case are moving beyond what was discussed with the client.