Easily manage your Trust Account and General Account without having a background in accounting. Easy access to LSO required listings and ledgers.
Track all of your case details and send court and reminder dates to your MS Outlook or Gmail Calendar.
Generate court documents with the click of a button. Scan or upload documents to your client's files to store electronically.
Track every detail of the case at hand, including reminders, court dates, offence details. Pre-populated databases include offences, courts and prosecutor information, officers. Updating your files is fast and easy.
Most court forms are generated with just a couple mouse clicks, including (but not limited to): disclosure requests, motions, affidavits, NIA's, Forms 3 and 4, charter motions, reopenings, appeals. Letters and financial documents (receipts/invoices) are just as easy!
All documents created in HTA Pro are stored in PDF format. You can retrieve these documents from the client file or you can scan/upload other documents into their file. Keeping all of your client's documents in digital format makes for easier, cheaper storage requirements.
Each task in HTA Pro is just one or 2 mouse clicks away. The case details are always readily visible, and a menu system allows you to quickly complete your tasks.
You won't need a background in accounting to use the built in accounting features. Payments, invoices and disbursemnts are very simple to process. Access to your financial reporting is all in one place. Trust account reconciliations are very simple, often requiring little input from the user.
HTA Pro Software was first developed in 2002, and has expanded and grown ever since. The developer works very closely with each client to ensure that the software is tailored specifically to the Paralegal industry.
We're currently working on this section and will update it as soon as we can!