Managing Partner, Director or Practice Owner: Getting Started
You are responsible for the strategic and operational direction of the firm. Learn how SILQ supports better decision-making, efficiency, and oversight.
As a Managing Partner, Director, or Practice Owner, your role is central to the success and direction of your firm. Depending on your structure and team size, you may oversee strategic planning, operational performance, financial health, client relationships, and regulatory compliance — all while driving growth and protecting the firm’s long-term interests.
This article explores how SILQ can help you manage these responsibilities with greater clarity, efficiency, and control.
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Getting Started
Settings, Users & Permissions
Setup Fixed Fee & Sundry defaults
Managing Security
Set up Multi Factor Authentication (MFA)
Integrations
Managing Contacts & Matters
Understanding matter strategies
Automatically adding fees to matters
Recording Time
Managing Documents & Emails
Managing Workflows
Invoicing
Managing Disbursements
Reimburse staff for disbursements
Paying disbursements once invoices are paid
Managing Suppliers
Practice Accounting
Trust Accounting
Understand Multiple Trust Accounts
SILQPay (Online Payments)
Start accepting credit card payments
Reporting
How does the Individual Dashboard work?
How does the Teams Dashboard work?