Platform Module

AFM for finance workflows inside the law-firm intranet.

LegalsOne AFM gives firms a dedicated place for finance approvals, accounting-related workflows, reporting views, and leadership visibility.

Finance approvals Reporting views Operational visibility
AFM Finance operations dashboard

Review pending approvals, summaries, reporting signals, and ownership in one place.

Module Workflow

A practical workspace for daily law-firm operations.

Each module connects daily work, role-based visibility, and intranet controls so firms can launch focused workflows without creating another disconnected tool.

Approvals

Make finance decisions easier to review.

Track finance requests, approvals, owners, deadlines, and supporting context from one queue.

AFM Finance approval queue

Approval items show requester, reviewer, status, amount, due date, and history.

Reporting

Give leaders cleaner operating signals.

Bring finance-related summaries and status indicators into dashboards tied to firm operations.

Leadership Finance reporting panel

Leadership can review summaries, trends, approvals, and department-level indicators.

Coordination

Connect finance work to practice operations.

Tie finance workflows to intake, matters, departments, and leadership reporting without adding another disconnected tool.

AFM Finance workflow summary

Finance actions can connect to matters, departments, approvals, and internal requests.

Daily Operations

How AFM fits into the workday.

Finance operations become easier to manage when approvals, summaries, and reporting live beside the rest of firm operations.

1

Capture the request

Receive finance-related work in a structured queue with the right context.

2

Review and approve

Route decisions to the right people with clear status and history.

3

Report the outcome

Surface summaries and signals for the people making decisions.

4

Connect to operations

Keep finance activity linked to departments, matters, and firm-level dashboards.

Role-Based Value

Built for leadership, administrators, attorneys, and staff.

Leadership Teams

Get clearer finance visibility and business signals.

Administrators

Route approvals and finance tasks through a consistent workflow.

Department Owners

See finance responsibilities in context with the rest of the platform.

Finance Operations

Bring finance workflows into the same operating system.

Walk through approvals, reporting views, and governance expectations in a live demo.