DueCounsel

Product updates

What's New in DueCounsel

Explore the latest features and improvements designed to help your firm manage legal work more efficiently.

Retainer & Client Funds Ledger

Record retainer money received by client or matter, apply funds to approved invoices, and process refunds or adjustments. Each fund shows a running balance and a printable client statement. Set a low-balance alert in the fund’s currency—for example, enter 1000 for a ₱1,000 threshold on a PHP fund. The alert appears when the balance reaches or falls below that amount; enter 0 to disable it. Retainer funds are kept separate from trust accounts and operating funds so you can explain every deposit, application, and refund.

Cashbook & Matter Profitability Reports

See cash received, expenses paid, monthly income versus expenses, expense totals by category, outstanding invoices, and unbilled time and expenses. Matter profitability combines fees collected, recovered expenses, internal costs, and net contribution. Filter reports by date, client, matter, payment status, and currency, then export the results to CSV or a print-ready PDF.

Matter Expense Tracking

Record filing fees, transportation, notarization, courier charges, and other costs against the right matter. Attach receipts, capture vendor, VAT, and withholding-tax details, and classify each expense as billable or non-billable. Billable expenses can be added to a matching draft invoice, tracked as unrecovered or invoiced, and marked reimbursed automatically when the invoice is fully paid. Open Expenses from the Practice menu for a firm-wide view, or use the Expenses tab inside a matter.

Google Calendar Integration

You can now connect DueCounsel to Google Calendar, as well as Microsoft Outlook. Hearings, deadlines, and other events will stay updated in both calendars, so you don’t have to enter them twice.

Retainer Agreements

You can create a retainer agreement for each matter, set the monthly allocated hours, and track how much time has been used or remains. You can also choose whether unused hours carry forward to future months.

Trust Accounts

You can now manage client trust accounts in DueCounsel. Create accounts linked to matters or contacts, record deposits and withdrawals, and keep track of the current balance.

AI Document Summaries

Upload a document and DueCounsel can generate a summary of the main points, parties, and relevant facts. This can help you review lengthy court decisions, contracts, and pleadings more quickly.

Time Tracking from Tasks and Calendar Events

You can start and stop a timer directly from a task or calendar event. The recorded time will automatically appear in your billing and retainer records.

Payment Receipts

Once an invoice has been paid, you can email a professional receipt directly from DueCounsel. It includes your firm’s branding, invoice number, payment date, payment method, amount paid, and any remaining balance.

Improved Calendar Sync

We’ve fixed issues that caused incorrect reconnection warnings for Google and Outlook calendars. Connections will now refresh automatically. If an account does need to be reconnected, you’ll see a clear message in your calendar settings.

Put the latest features to work

Sign in to DueCounsel or speak with our team to learn how these updates can support your firm.