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Practice Managers: Getting Started

Practice Managers play a vital role in keeping a law firm running smoothly. Learn how SILQ helps streamline operations, admin, and compliance tasks across your practice.

A Practice Manager or Office Manager is often the operational backbone of a law firm. While you may not be practising law yourself, your role is critical in ensuring that solicitors and fee earners can focus on delivering quality legal work — by managing the business, compliance, and administrative functions that keep the firm running smoothly.

The following article outlines how to use SILQ to streamline and support key tasks involved in managing a legal practice.

Tip: You may want to bookmark this page to refer back to again later.

Getting Started

Getting the most out of SILQ

Logging onto SILQ

SILQ terminology

Custom list views

Getting support

Suggesting a feature

Settings, Users & Permissions

Setting up users

User permissions

Setup Fixed Fee & Sundry defaults

Managing Security

Set up Multi Factor Authentication (MFA)

Restrict Matter Access

Integrations

Infotrack

DropBox

Lexon

Microsoft 365

MYOB

NetDocuments

Pexa

SILQ Outlook Add-In

Xero

Managing Contacts & Matters

Creating contacts

Creating matters

Understanding matter strategies

Automatically adding fees to matters

Conducting conflict checks

Recording Time

Entering time into SILQ

Moving time to another matter

Recalculate time entries

Split time entries

Managing Documents & Emails

Document Storage

Document Templates

Generating & saving documents

Email Templates

Court forms

Precedents

Managing Workflows

Tasks

Workflows

Invoicing

Creating invoice templates

Creating invoices

Bulk Invoicing

Deliverables

Discounts & Uplifts

Writing off invoices

WIP Cut-Off

Split invoicing

Managing Disbursements

Expenses & Disbursements

Entering multiple expenses

Reimburse staff for disbursements

Paying disbursements once invoices are paid

Managing Suppliers

Batch Payments

Practice Accounting

Receipting

Bank Feeds

Receipting from Bank Feeds

Reconciling Accounts

Trust Accounting

Setting up your Trust Account

Understand Multiple Trust Accounts

Trust Receipts

Trust Withdrawals

Trust to Office

Trust Transfers

Trust Reconciliation

Trust End of Month

Protected Trust

Controlled Money

Statutory Obligations

Unknown Deposits

SILQPay (Online Payments)

Start accepting credit card payments

Reporting

How does the Individual Dashboard work?

How does the Teams Dashboard work?

How does the Firm Insights Dashboard work?

Understand how each of our reports work