The Accounts Ledger is the financial home of an individual case within Case Matters. It provides fee earners with a single, consolidated view of every financial movement on a matter – from headline balances and outstanding amounts through to detailed transactionlevel information – allowing the financial position of a case to be understood and interrogated at a glance.

The screen opens directly on the matter summary, with four card panels displaying the most important balances at the top of the screen – Office Total, Client Total, Net Outstanding, and WIP Billed.

A case information bar beneath the cards surfaces additional context such as the case status, handler, billed and paid amounts, and when the case was opened. A recent transactions activity strip highlights the last client, office, and WIP transactions and the date of the last activity, with the option to hide the strip when not required.

Beneath the matter summary, the Accounts Ledger is divided into three sub-tabs: Financials, Payments, and File Tracking. The Financials sub-tab is a fully featured transactions table with filters, column customisation, and a reversals toggle.

Settings allow each user to choose which matter summary cards are displayed (up to a maximum of four) from a wider library of available cards. The Payments and File Tracking sub-tabs are reserved for future releases.

Provide fee earners with a complete financial overview of an individual case – surfacing key balances, recent activity, and detailed transaction data in a single, customisable view that supports day-to-day matter management and financial decision-making.

• Headline balances at a glance – Office Total, Client Total, Net Outstanding, and

WIP Billed visible at the top of the screen.

• Case context surfaced – status, handler, billed, paid, and case open date displayed

alongside financial balances.

• Recent activity awareness – the last client, office, and WIP transactions and the

most recent case activity highlighted in a dedicated strip.

• Detailed transaction history – every financial transaction on the matter listed with

full attributes.

• Configurable summary cards – each user can choose which four cards to display

from a wider library.

• Customisable transactions table – add or remove columns to suit the user’s

preferences.

• Reversals visibility – reversals can be toggled on or off when reviewing

transactions.

• Date filtering – filter the transactions table by date to focus on a specific period.

• Fee Earners.

• Case Handlers.

• Partners / Supervisors.

• Cashiers and Accounts Staff.

• Support Staff.

The Accounts Ledger is accessed from within an individual case in Case Matters:

1. Log into the Evo Legal Platform.

2. Select Case Matters from the main navigation.

3. Open the relevant case from the Cases Overview Screen.

4. Navigate to the Accounts Ledger tab within the case navigation.

5. The Accounts Ledger loads and automatically displays the Matter Summary.

The Accounts Ledger is structured around the Matter Summary at the top of the screen, followed by sub-tab navigation to the Financials, Payments, and File Tracking views. The matter summary itself comprises four configurable summary cards, a case information bar, and a recent transactions activity strip.

Default Cards Displayed

By default, the Matter Summary displays four cards:

• Office Total – the total balance held on the office account for the matter.

Accounts Ledger – Product Documentation

• Client Total – the total balance held on the client account for the matter.

• Net Outstanding – the net outstanding amount in terms of fees and income.

• WIP Billed – the total amount of WIP (work in progress) billed on the matter.

All four balances are visible immediately on opening the Accounts Ledger, providing an at-aglance summary of the case’s financial position. The cards displayed can be configured by the user via the Settings option – see Settings below.

Information Displayed

• Status – the current status of the case.

• Handler – the fee earner responsible for the case.

• WIP Billed – the same value as on the WIP Billed card, repeated here for context.

• Paid – the total amount paid.

• Case Opened – the date the case was opened.

Information Displayed

• Last Client Transaction – details of the most recent client account transaction.

• Last Office Transaction – details of the most recent office account transaction.

• Last WIP Transaction – details of the most recent WIP transaction.

• Last Activity – the date of the last activity on the case.

The activity strip can be hidden by the user when not required, allowing more screen space for the underlying transactions table. It can be re-enabled at any point.

Location: Beneath the Matter Summary

Purpose: Allow users to switch between the three views available within the Accounts Ledger.

Available Sub-Tabs

• Financials – the full transactions history for the matter (default sub-tab).

• Payments – reserved for a future release (coming soon).

• File Tracking – reserved for a future release (coming soon).

Purpose: Display every financial transaction recorded against the case in a configurable, filterable tabular format.

Default Transaction Columns

The Financials tab presents transactions in a table. By default, each transaction row displays the following columns:

• Date – the date the transaction was made.

• Type – the type of transaction.

• Reference – the reference associated with the transaction.

• Narrative – the narrative or description added to the transaction.

• Matter – the matter the transaction is related to.

• Status – the status of the transaction (e.g. posted).

• Office Net Amount – the net amount recorded on the office account.

• VAT Amount – the VAT recorded against the transaction.

• Payee – the recipient of the transaction.

Reversals Toggle

A reversals toggle is available within the Financials tab. When enabled, reversals are

displayed alongside the standard transactions; when disabled, reversals are hidden from view.

Transactions can be filtered by date, allowing the user to focus on activity within a specific period.

In addition to the default columns, users can add further columns to the transactions table to tailor the view to their preference. The available additional columns include:

• Period – the accounting period the transaction falls within.

• Year – the accounting year.

• VAT Amount – displayed as an additional column where required.

• Client Account Columns – Client Amount, Client Credit, and Client Debit.

• Office Account Columns – Office Net, Office Credit, and Office Debit.

• VAT and Deposits Columns – additional VAT-related and deposit-related columns.

• Billing Columns – columns related to billing.

• Bank Codes – codes identifying the bank account the transaction relates to.

• Other Customisable Options – further columns can be added depending on user

requirements.

Location: Top right-hand corner of the Accounts Ledger screen

Purpose: Allow users to configure which Matter Summary cards are displayed

Accounts Ledger – Product Documentation

The settings option opens a dialogue where the user can choose which Matter Summary.

cards should be visible. Key behaviour:

• Default cards – Office Total, Client Total, Net Outstanding, and WIP Billed are

displayed by default.

• Wider library of options – a longer list of additional cards is available for users to

add in place of, or alongside, the defaults.

• Maximum of four cards – a maximum of four cards can be displayed at any one

time, with the user free to choose which four.

Location: Sub-tab navigation panel beneath the Matter Summary

Purpose: Provide a dedicated view of payments recorded against the case

The Payments sub-tab is reserved for a future release. Information on the functionality available within this sub-tab will be published when the feature becomes available.

The File Tracking sub-tab is reserved for a future release. Information on the functionality available within this sub-tab will be published when the feature becomes available.

Step-by-Step Procedures

Accessing the Accounts Ledger

7. Review the Case Information Bar beneath the cards for status, handler, WIP billed,

paid, and case opened date

Accounts Ledger – Product Documentation

8. Review the Recent Transactions Activity Strip for the most recent client, office,

and WIP transactions, and the date of last activity

Hiding or Showing the Recent Transactions Activity Strip

9. Locate the Recent Transactions Activity Strip beneath the Case Information Bar

10. Use the hide control to collapse the strip when more screen space is required for

the transactions table

11. Re-enable the strip at any point to bring it back into view

Reviewing Financial Transactions

12. Open the Accounts Ledger for the relevant case

13. Select the Financials sub-tab (this is the default sub-tab)

14. Review the transactions table

15. Inspect each transaction’s details – date, type, reference, narrative, matter, status,

office net amount, VAT amount, and payee

Filtering Transactions by Date

16. Open the Financials sub-tab of the Accounts Ledger

17. Locate the date filter above the transactions table

18. Apply the relevant date or date range

19. The transactions table updates to display only transactions falling within the

selected period

Toggling Reversals

2. Open the Financials sub-tab of the Accounts Ledger

21. Locate the reversals toggle

22. Toggle on to display reversals alongside standard transactions, or toggle off to hide them Customising Columns in the Transactions Table

23. Open the Financials sub-tab of the Accounts Ledger

24. Locate the column customisation control for the transactions table

25. Add or remove columns from the available options, including:

◦ Period and Year

◦ VAT Amount

◦ Client Amount, Client Credit, Client Debit

◦ Office Net, Office Credit, Office Debit

◦ VAT and deposits-related columns

◦ Billing-related columns

◦ Bank Codes

◦ Other customisable columns as required

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26. Save the column configuration – the table updates to reflect the chosen columns

Customising Matter Summary Cards

27. Click the Settings option in the top right-hand corner of the Accounts Ledger

28. Review the available cards from the wider library of options

29. Select up to four cards to display in the Matter Summary

30. Save the configuration – the Matter Summary updates to display the chosen cards

Users can customise their Accounts Ledger experience:

• Choose which four Matter Summary cards are displayed.

• Show or hide the Recent Transactions Activity Strip.

• Add or remove columns in the Financials transactions table.

• Toggle the visibility of reversals within the transactions table.

• Save preferred date filter ranges for quick re-us.