示意预览A build-to-order AL extension that adds matter-based time capture,
trust/IOLTA accounting, WIP pre-bill review and retainer tracking to your Business Central tenant — built, installed and supported by ECOSIRE.
什么是 Legal Practice & Matter Billing for Business Central？
A build-to-order AL extension that adds matter-based time capture, trust/IOLTA accounting, WIP pre-bill review and retainer tracking to your Business Central tenant — built, installed and supported by ECOSIRE. Built to order by ECOSIRE for Dynamics 365 BC (build-to-order) — indicative price from $999.00 USD; request a quote for a scoped proposal.
核心功能
按需定制，全程代劳
无需自行搭建——由 ECOSIRE 构建、安装并提供支持的可用应用。
- 1
您下单
以一次性构建价格开始。我们在启动时与您共同确定范围。
- 2
我们构建与安装
ECOSIRE 在您的 Dynamics 365 Business Central 上构建、配置并安装。
- 3
上线 + 支持
约一个工作周内上线，并包含两周上线支持。我们交付的代码中的缺陷免费修复。
关于此产品
Standard Dynamics 365 Business Central was built around products, projects and jobs — not around matters, timekeepers, trust ledgers and the three-way reconciliation a law firm's bar association expects. Legal Practice & Matter Billing closes that gap as a per-tenant AL extension installed directly on your Business Central environment.
We model the matter as a first-class record linked to the client master (a customer card extension), with responsible attorney, practice area, fee arrangement and budget. Timekeepers capture time against matters with their own billing rates and rate overrides; entries flow into Work-in-Progress that your billing manager reviews on a pre-bill page before anything reaches an invoice. Trust / IOLTA accounting is kept on a separate ledger with its own G/L accounts and posting groups, so client funds never commingle with operating cash — and a three-way reconciliation view ties the trust ledger, the client trust balance and the bank balance together. Retainers and disbursements are tracked per matter, with replenishment alerts when a retainer drops below threshold.
Because this is built specifically for your tenant, we use real Business Central building blocks: table and page extensions, event subscribers on posting routines, permission sets for timekeeper vs. trust-admin roles, a Job Queue entry for nightly WIP and retainer alerts, and OData/REST API pages if you need time entry from an external app or Power Platform.
This is not an instant AppSource download. ECOSIRE scopes the build with you, develops it in AL, installs it as a per-tenant extension on your sandbox first, then production — and supports it afterward. Honest, scoped, and yours.
你得到什么
- A per-tenant AL extension package (.app) built for your Business Central version, installed to your sandbox then production
- Table and page extensions for the matter, timekeeper, WIP, trust ledger and retainer objects, with source delivered to you
- Custom permission sets for timekeeper, billing manager and trust-administrator roles
- Job Queue entries configured for nightly WIP rollup and retainer/trust-balance alerts
- OData/REST API pages for matter and time-entry integration with external apps or Power Platform, where in scope
- A short admin runbook covering posting setup, trust G/L mapping, pre-bill workflow and reconciliation, plus a handover walkthrough session
这是给谁的
Law firm practice / finance manager
Owns billing and the monthly pre-bill cycle. Needs WIP visibility, write-down control and clean matter-based invoices without exporting to spreadsheets.
Trust / compliance administrator
Responsible for IOLTA compliance and the three-way reconciliation the bar association requires. Needs client funds segregated from operating cash and an auditable trust ledger.
Business Central administrator / IT lead
Maintains the tenant and worries about upgrade safety. Prefers a per-tenant AL extension with event subscribers over base-app modifications, plus proper permission sets.
Legal Practice & Matter Billing for Business Central 如何比较
| 标准 | 伊科西尔 | 定制建造 | 竞争对手 | Dynamics 365 Business Central 原生 |
|---|---|---|---|---|
| Matter as a first-class record linked to the client/customer card | 包含 | 包含 | 部分支持 | 不包括在内 |
| Trust / IOLTA segregated ledger with three-way reconciliation | 包含 | 部分支持 | 部分支持 | 不包括在内 |
| WIP accumulation with pre-bill review, write-up/write-down | 包含 | 部分支持 | 包含 | 部分支持 |
| Tailored to your chart of accounts, fee arrangements and trust rules | 包含 | 包含 | 不包括在内 | 不包括在内 |
| Built, installed and supported on your tenant by the vendor | 包含 | 不包括在内 | 部分支持 | 不包括在内 |
| Upgrade-safe per-tenant AL extension (no base-app changes) | 包含 | 部分支持 | 包含 | 包含 |
| Source code delivered to you | 包含 | 包含 | 不包括在内 | 不包括在内 |
| OData/REST API time entry and Power Platform integration | 包含 | 部分支持 | 部分支持 | 部分支持 |
关于Legal Practice & Matter Billing for Business Central的常见问题
How long until it is live on our Business Central environment?
This is built to order, not an instant download. After a short scoping call we confirm requirements, then typically deliver a working build to your sandbox within a few weeks depending on complexity (trust rules, fee arrangements and integrations drive the timeline). You review it in the sandbox, we refine, then we install the per-tenant extension to production. We give you an honest date during scoping rather than a generic promise.
Who handles ongoing support and Business Central updates?
ECOSIRE supports the extension after go-live. Because it is a per-tenant AL extension built on event subscribers and table/page extensions rather than base-app changes, it survives Microsoft's monthly and major Business Central updates in most cases. We monitor for breaking platform changes, retest against new BC releases on your sandbox, and ship fixes or enhancements under a support arrangement agreed at handover.
Will this install from Microsoft AppSource?
No. We do not publish this as a public AppSource app and there is no instant marketplace install. It is developed in AL and deployed as a per-tenant extension directly onto your tenant by ECOSIRE — sandbox first, then production — so it can be tailored to your firm's chart of accounts, trust rules and fee structures.
How is trust / IOLTA money kept separate from our operating funds?
Trust activity posts to a segregated ledger with its own dedicated G/L accounts, bank account and posting groups, distinct from operating cash. Client funds are tracked per matter and per client, and a three-way reconciliation view ties the trust ledger, the aggregate client trust balances and the trust bank balance together so you can demonstrate compliance during an audit.
Can timekeepers enter time from outside the Business Central web client?
Yes, where it is in scope. We can expose matter and time-entry as OData/REST API pages so a mobile app, a Power Platform (Power Apps) front end or another system can post time into Business Central. The same WIP, rate-resolution and pre-bill rules apply regardless of where the entry originates.
Does it modify the Business Central base application?
No. It is delivered as an AL extension using table extensions, page extensions and event subscribers on standard posting routines. We avoid base-app modifications, which keeps your tenant upgrade-safe and lets the extension be installed, updated or removed cleanly as a per-tenant package.
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Legal Practice & Matter Billing for Business Central
A build-to-order AL extension that adds matter-based time capture, trust/IOLTA accounting, WIP pre-bill review and retainer tracking to your Business Central tenant — built, installed and supported by ECOSIRE.
- Matter master record as a first-class table linked to the client/customer card via table and page extensions, carrying responsible attorney, practice area, fee arrangement (hourly, fixed, contingency) and budget
- Timekeeper cards with per-timekeeper billing rates plus matter-level and client-level rate overrides resolved at time-entry posting
- Matter time capture pages (web client and OData/REST API page) with narrative, billable flag, activity code and write-up/write-down support
- Work-in-Progress ledger that accumulates unbilled time and disbursements per matter, reviewable on a pre-bill page before invoicing