Fee book for advocates

A private fee book for every case

Know what was agreed, what has been paid and what is still pending, for each case. Your fee records are visible only to you, even if others in your firm work on the same case.

Know who owes what, without digging through a register

Fee tracking is often the first thing to slip in a busy practice. Payments arrive in parts, discounts are agreed in conversation, and months later nobody is sure what is pending.

The Advocate Diary gives each case its own record of agreed fees and payments received, along with an overall view of what is agreed, received and pending across your practice. Use Record fee on your home screen to enter a payment in a few taps.

The Advocate Diary settings screen with the Fees and ledger option
Benefits

What you get with Fees & Ledger

Agreed fee and discounts

Record the fee for a case, along with any discount you have agreed.

Payments as they arrive

Log each part payment with its date and mode of payment.

Private to you

Other advocates in your firm cannot see your fee records.

How it works

How to use Fees & Ledger

  1. 1

    Set the fee

    Enter the agreed fee and any discount for the case.

  2. 2

    Record payments

    Tap Record fee whenever a payment comes in.

  3. 3

    Check what is pending

    See your agreed, received and pending totals.

FAQ

Fees & Ledger FAQs

Can others in my firm see my fees?

No. Fee records are private to the advocate who owns them, even when several advocates work on one case.

Can I record part payments?

Yes. Log each payment with its date and mode, and the pending balance can be tracked against the agreed fee.

Can I record a discount?

Yes. You can record a discount against the agreed fee for a case.

Does the app collect fees from my clients?

No. The fee book is a record you keep for yourself. It does not process client payments.

Related features

Works well with

Get The Advocate Diary

Free to download for Android and iPhone.