Elevate, Empower & Grow. KPI Reporting for Law Firms.

    Overview

    firmTRAK seamlessly integrates with Xero, transforming your financial data into timely reports with valuable business insights. These insights help to track profit, cash flow, growth and other key performance indicators (KPIs). firmTrak is designed to accelerate performance, increase efficiencies and drive profits with less stress and in less time.

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    firmTRAK + Xero

    Timely Reports with instant up to date reporting. Less Stress for you and your business, access from the cloud keeps you informed always. Dual Integration, combine Xero and Legal CRM data sets. Accelerate Performance, monitor your efficiencies and improve on your strengths.

    Reviews & ratings

    4.0 out of 5 stars
    1 Reviews
    5 star(0%)
    4 star(100%)
    3 star(0%)
    2 star(0%)
    1 star(0%)
    TC
    Tommy Chau
    Posted
    4 out of 5 stars
    My original review had to be deleted as I am not able to edit or change the review in anyway unfortunately. Original review posted 7 February 2022. Reached out and submitted a request for information on the features of firmTrak through their website, got a reply requesting additional information which was provided and never heard from them after a few weeks. Submitted another request requesting for a demo and have yet to hear from them, and the submission was sent a few weeks ago. Not sure if they're overloaded with questions from other people or being blatantly ignored. New Review: Since then, firmTrak reached out quickly and we were able to set up a meeting to go over the features of firmTrak. The meeting went well, and they were thorough in explaining what firmTrak is and does for lawfirm clients. It is very diverse in how it keeps track of progress and productivity for each practice area of the firm and track progress and funds for each client individually. I'm leaving only 4 stars as I have yet to recommend firmTrak to a client. But I will keep firmTrak in the back pocket should a opportunity present itself.
    Additional info

    Shared data

    Xero
    firmTRAK
    Accountsshared from Xero to firmTRAK
    Overpaymentsshared from Xero to firmTRAK
    Prepaymentsshared from Xero to firmTRAK
    Manual Journalsshared from Xero to firmTRAK
    Journalsshared from Xero to firmTRAK
    Invoicesshared from Xero to firmTRAK
    Contactsshared from Xero to firmTRAK
    Bank Transfersshared from Xero to firmTRAK
    Bank Transactionsshared from Xero to firmTRAK

    App details

    Added in 2021

    Countries

    Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

    Languages

    English

    Support

    Setup walkthroughContact supportsupport@firmtraksolutions.zendesk.com

    Contact

    3095567016

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    Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.