Filing fees, transportation, printing, and external consultations—these out-of-pocket costs can quietly drain a firm's profitability if not tracked meticulously. The Case Disbursements module in LexOS allows your firm to log every single operational expense tied to a specific case so it can be recovered during the final billing cycle.
Step 1: Accessing the Case Expenses Ledger
To view the firm's operational costs, look at the left-hand navigation sidebar under Financial Management and click on Case Disbursements.
This opens the Case Expenses ledger. This centralized table gives your finance team a complete breakdown of all recorded costs, displaying:
- Expense date: When the cost was incurred.
- File #: The specific case file responsible for the expense.
- Category: The nature of the cost (e.g., Printing/Stationery).
- Amount: The total cost recorded in NGN (Naira).
- Status: The current approval standing of the expense (e.g., approved).
At the bottom of the table, LexOS automatically calculates a Summary Sum, giving you an instant view of the total page value.
Step 2: Logging a New Case Expense
To record a new disbursement, click the teal New case expense button at the top right of the page.
You will be prompted to enter the date, categorize the expense, input the exact monetary value, and link it to the appropriate case file. Once saved, it joins the ledger and is ready to be included in the client's next invoice.
Step 3: Generating the Monthly Recovery Report
For firm-wide financial auditing, you do not need to calculate totals manually. Click the green Monthly Recovery Report button at the top of the Case Expenses page. This generates a comprehensive financial breakdown of all reimbursable costs for the selected period.