Our Services
Legal Practice Management
Our systems and support are tailored to how your firm works best — our services include:
- Recording office and credit card payments
- Processing trust receipts and disbursements (including notifications to staff)
- Reconciling bank accounts in MYOB or Xero
- Entering and reconciling disbursement payments
- Preparing and processing trust payments and internal transfers
- Processing staff payroll
- Tracking reimbursements for staff or directors
- Drafting and issuing client invoices
- Reconciling credit card transactions
- Trust account reconciliations and end-of-month reporting
- Debtor follow-ups and reminders
- Preparing monthly management and pre-billing reports
- Reconciliation and lodgement of BAS, PAYG, and Superannuation
- Finalisation of STP and payroll year-end
- GST forecast reviews and tax record checks
- Audit support (e.g. EOLSY trust reports, ledger reconciliations)
- Preparing annual trust statements for clients
Precedent Automation
Clear, consistent and compliant document workflows — without the double-handling. SBPS assists in streamlining your precedents by:
- Building custom precedent suites tailored to matter types
- Creating conditional logic, formulas, and prompt fields
- Embedding trust account, invoice, and client data fields
- Updating existing templates to comply with branding and legislation
- Amending formatting inconsistencies across existing precedents
- Creating letterhead templates and cover sheets
- Automating repetitive client correspondence
- Designing multi-document packs (e.g. new matter kits, onboarding bundles)
- Drafting cost agreements and engagement letters for automation
- Testing and refining user inputs for usability and consistency
- Developing document sets that meet trust compliance and audit readiness
Operational Efficiency
We work hands-on with your firm to untangle inefficient processes, implement practical systems, and ensure your operations are built for consistency by:
- Reviewing and refining end-to-end firm processes
- Mapping internal workflows and identifying inefficiencies
- Creating task templates for recurring work
- Implementing and managing task-tracking systems
- Developing standard operating procedures
- Training staff in efficient use of LEAP, Xero, and internal systems
- Building internal knowledge banks or handbooks
- Integrating platforms for time recording, accounting, and compliance
- Strategic planning for scale or restructuring
Legal Practice Management Services
Starter – “Essential Foundations”
Perfect for new or solo practitioners who need light-touch support.
$550
per month
- Daily Trust Receipting
- Ad hoc Support (up to 1 hour / month)
- Recurring Task Tracking
- End-of-Month Billing Review
- Client Onboarding Email Templates
- Trust Reconciliations & Compliance
- 1x Automated Precedent / quarter
Professional – “Practice in Motion”
Perfect for busy firms or growing teams.
Includes all Essential Foundations services, plus:
$1,250
per month
- Daily Office Receipting
- Time Recording Oversight & Reports
- Document Automation (up to 2 templates / month)
- Task + Workflow Setup in Your PMS
- HR & Staff Onboarding Coordination
- Invoice QA + Debtor Follow-ups
- Training on Best Practice Systems (1 session / month)
- File Compliance Reviews
Premier – “Fully Managed Firm”
Perfect for established firms ready to scale with seamless operations. Includes all Practice in Motion services, plus:
$2,500
per month
- Dedicated Practice Manager (15 hrs / month)
- Monthly Business Insights & Reporting Pack
- Quarterly Strategy + Process Review Meetings
- Custom SOPs for Your Firm
- Automation & Efficiency Overhaul Projects
- Trust + Cost Agreement Compliance
- Ongoing Recruitment & Staff Vetting Support
- Priority Response Time + After Hours Support Option
Transform Your Legal Practice Today
Discover how SBPS can transform your firm's operations with streamlined management and automation, ensuring compliance and efficiency. Tailored support designed for your law firm's success awaits.
Schedule Your Initial Consultation