Manages clients, time records, invoicing, and accounting for notary firms in a cloud platform.

Facts verified marketplace.microsoft.comAd-free rankings
PRICINGPaid
DEPLOYMENTCloud
CATEGORYLegal & Compliance
UPDATED ON MARKETPLACE
ACEO Business — screenshot from the Microsoft Marketplace listing

What it does

ACEO Business combines client management, time recording, invoicing, and accounting for notary firms. It records individuals, legal entities, and complex groups, and links client relationships with related matters. The platform supports billing based on the applicable fee schedule, configurable defaults for recurring activities, interim and final invoices, and automatic posting of incoming payments. Its accounting functions cover business and client accounts, individual and batch entries, and multiple-client administration.

Key capabilities

from the Microsoft Marketplace listing

Client management

Records individuals, legal entities, and complex groups such as communities of heirs, and links them to related matters.

Time recording

Records services and supports billing based on the applicable fee schedule, with configurable settings and defaults for recurring activities.

Invoice creation

Creates configurable interim and final invoices and assigns them to the relevant periods and services.

Payment posting

Automatically posts incoming payments.

Accounting

Supports business and client accounts, individual and batch entries, and multiple-client administration.

Use cases

  • A notary firm can record a community of heirs as a client group and connect it with related matters.
  • A firm can create interim and final invoices for defined periods and recorded services.
  • A firm can maintain business and client accounting within the same platform.

Who it's for

The platform is for notaries and notary firms.

In the catalog

497 plugins in Legal & Compliance

Price distribution: 16 free, 20 freemium, 233 paid, 228 price not published

Pricing & deployment

Platform
Microsoft 365
Deployment
Cloud
Pricing
Paid

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What the vendor says

«This application is available only in German" ACEO Business ist die spezialisierte SaaS-Gesamtlösung für die moderne Kanzlei – entwickelt mit Notaren für Notare. Die Plattform vereint Klientenverwaltung, Leistungserfassung, Rechnungsstellung und Buchhaltung in einem sicheren, benutzerfreundlichen System und erfüllt …»

Official marketplace listing

Publisher
ACE systems engineering ag
Updated on marketplace
Facts verified

Tags

notariatkanzleiklientenverwaltungaceobusiness