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SB Lawyer is the law firm management solution for Dynamics 365 Business Central: matters, time and expenses, invoicing, collections and the firm’s accounting. This page describes how to get started, step by step.
SB Lawyer provides a profile for each role, with a suitable home page and menus:
| Profile | For |
|---|---|
| Partner, Managing Partner | Partners: matter follow-up, approvals, invoicing. |
| Senior, Associate, Trainee | Lawyers: time and expense entry, follow-up of their matters. |
| Matter Manager | Matter managers. |
| Assistant, Office Manager | Matter creation and invoicing support. |
| Billing Service, Bookkeeper SBL, Back Office | Invoicing, accounting and collections. |
| Resource Manager, Executive Management | Team and activity management. |
| Administrator SB Lawyer, IT Administrator, IT Support | Setup and administration. |