Is Easylim suitable for small legal or accounting teams?

Yes, the system is flexible and scalable for any team size — from a single specialist to a corporate department.

Can I control deadlines?

Yes, you can conveniently manage all processes and deadlines.

Is it convenient to work with documents in the system?

Yes, all documents are stored in a structured format, with fast search and shared access.

Can I attach files to tasks?

Yes, you can attach necessary documents and files to each task.

All industries

Finance & Legal

Manage Cases, Deadlines, and Documents Easily

Cases, deadlines, documents, billable hours — in one place. No lost hours, no missed deadlines.

Built for

Law firms
Audit companies
Accounting services
Financial consulting

Try for free See pricing

By the numbers

100%

billable-hours tracked

Easylim time

−50%

time finding documents

customer data

missed deadlines

2025 survey

Capabilities

Everything your team needs — already inside

Cases, deadlines and billable hours — in one workspace.

Feature 01

Task History

Track the history of each task conveniently in the corresponding menu.

Feature 02

Documents

Create, edit, and manage team documents.

Feature 03

Time Tracking

Log team work hours for transparent analytics and planning.

Feature 04

Analytics

Analyze completed tasks, team workload, and task priorities.

How it works

Law Firms

Manage court cases, contracts, submission deadlines, and reporting without Excel or chaos.

Accounting Departments
Financial Consultants

How it works

Auditing Companies

Plan audits, track team work hours, and generate detailed client reports.

Corporate Legal Departments
Independent Consultants / Lawyers

Deep dive

Finance ops without chaos — month-end close, AP/AR and audit

5 chapters

Most finance teams (in-house, audit, accounting services) share the same pattern: <strong>working files in Drive, checklists in Notion, AP invoices in Slack threads, audit trail in someone's head</strong>. Month-end close drags on 10-14 days instead of 5, because nobody remembers who approved the WeWork invoice on Tuesday. Here's how to run a structured workflow for close, AP approvals, audit logs and reporting inside Easylim — and the cases where Excel is still the right tool.

Розділ

Month-end close as a checklist, not 200 emails

A typical 10-12 day close in a mid-size team isn't complex accounting — it's lost context. Someone's on PTO, someone doesn't know bank rec is already done, the controller is waiting on accruals from the AP lead, who's waiting on an invoice from HR.

A real close is one checklist of 30-50 tasks split into 3-4 sections: bank recs, accruals, intercompany, reporting. Each task has an assignee, a due-day (D+2, D+4, D+5), and dependencies ("don't start the P&L pack until accruals are closed").

In Easylim this is a close template you clone each month, with auto-rolled dates. Day 1 — bank recs (Maria), day 3 — accruals (Olha), day 5 — investor pack (CFO). Progress is visible instantly: "4 of 7 done, waiting on payroll accrual". No chat, no email, no lost context.

Real benchmark: teams that move from Excel + Slack to a structured workflow typically cut close from 12 to 5-6 days within 2-3 months. It's not magic — it's just visibility into who's stuck where.

Close template = 30-50 tasks, 3-4 sections, cloned monthly.
Assignee + due-day on every task. Dependencies = the critical path.
Excel is fine for reconciliations; a checklist isn't the place for formulas.

month-end close · day 4 / 5

Close · Apr 2026

4 of 7 done

Bank recs

✓Operating account · USDMRMaria

✓Operating account · EURMRMaria

✓Stripe payout reconAKAlex

Accruals

·Payroll accrualOLOlha

·AWS / GCP accrualIVIvan

Reporting

·P&L pack · investorsCFCFO

·Cash flow forecastOLOlha

Розділ

Tiered AP approvals — so the CFO isn't signing off on a $48 invoice

The biggest AP mistake is "every invoice goes through the CFO". The CFO gets 30 Slack pings a day: "please approve, please approve". By day 5, they're approving everything just to clear the queue.

Tier-based approval: T1 (< $2k) — auto-approved if the vendor is whitelisted; T2 ($2k-$25k) — AP lead or department head; T3 (> $25k) — CFO. Now the CFO sees 1-2 invoices a week and actually reviews them.

In Easylim this is an AP board with a custom "amount" field + automation: the invoice lands (Zapier from Stripe / bank / inbox parser), the bot tags T1/T2/T3 by amount and routes to the right approver. The card surfaces to that approver with a deadline of 3 days before the due date, so you don't rack up late fees.

Side story — duplicate invoices: 5-8% of AP invoices duplicate (vendor sends via email and the portal). Easylim cross-checks by vendor + amount + period and flags. Saves $5-15k/year for a mid-size business.

T1 < $2k auto, T2 up to $25k lead, T3 above — CFO. Hard rules.
Approval deadline = 3 days before due date, to avoid late fees.
Duplicate check by vendor + amount + period — saves thousands a year.

AP queue · 5 invoices

T1 · auto2

T2 · lead2

T3 · CFO1

AWS

$12,840lead approveD+5

WeWork · NYC

$8,200lead approveD+2

Anthropic API

$1,420auto < $2kD+10

Salesforce

$48,000CFO signD+7

Figma

$960auto < $2kD+14

total · $71,420within budget

Розділ

Audit trail without heroics — who, what, when

The auditor shows up in November: "who approved the Salesforce $48k payment in April?". In a typical team, that's 2-3 hours digging through Slack archives, email search, and the eternal "I think Olha approved it, but I'm not sure".

In a structured workflow, that's an immutable log on every transaction: created / edited / approved / scheduled / paid, with timestamps, users and delta changes (e.g. "GL code changed: 6020 → 6030"). No field gets edited "quietly" — everything is logged.

In Easylim this is a default, not an opt-in feature: every card keeps an activity history of changes. Export to CSV → audit-ready evidence for compliance reviews and internal investigations.

Anti-pattern: "we all trust each other, we don't need audit logs". That works until the key controller leaves, or a new investor shows up for due diligence. By then it's too late to enable logging retroactively.

Audit log on every object, not just "contentious" ones — or you'll miss them.
CSV export with date/user filters — saves days of audit prep.
Turn logs on day one, not "when we need it".

audit trail · TXN-AWS-2026-04

AWS · Apr 2026 invoice

5 events · immutable log

SOX ready

MRMaria · Senior accountantcreatedApr 12 · 14:02

Created · $12,840 · AWS invoice

AKAlex · ControllereditedApr 12 · 14:18

GL code changed · 6020 → 6030

OLOlha · AP leadapprovedApr 13 · 09:14

Approved · within budget

SYSystem · StripescheduledApr 13 · 09:14

Payment scheduled · Apr 17

SYSystem · StripepaidApr 17 · 10:02

Paid · TXN-9281

Розділ

A reporting dashboard — the 3 KPIs your CEO actually checks daily

A 40-page monthly report isn't reporting — it's a ritual. The CEO opens it a week after close (because you're still finalising), spots three numbers they care about (revenue, runway, AR aging), and closes the tab.

A real dashboard is 3-5 live KPI tiles: revenue MTD, AR aging > 60 days, runway in months, gross margin, burn rate. Auto-refreshed from your accounting tools, payment systems, and bank feeds. The CEO opens it at 9am, sees the trend, only asks questions when there's an anomaly.

In Easylim this is a dashboard page with widgets, each tile pulling data from a source via API. Plus drill-down: click "AR > 60d" and you see the list of overdue invoices with the client contact and a "send reminder" button. Tool, not report.

Common mistake: cramming 20 KPIs onto the dashboard "just in case". You won't use them. The CEO looks at 3-5. The rest belong in detail reports for the finance team, not on the main screen.

3-5 KPIs on the main dashboard, not 20. Everything else in details.
Live source feeds, not "I exported a CSV on Monday".
Drill-down from KPI into object list — that's a tool, not a PDF.

finance dash · live

+12%

$842k

Revenue · MTD

−9%

$48k

AR aging > 60d

−0.3

14.2 mo

Runway

revenue · last 4 months

Jan

Feb

Mar

Apr

auto-refreshed from accounting and payment data

Розділ

When Excel is still better — and where Easylim stops

Honest disclaimer: Easylim doesn't replace Excel in finance. If you're building a three-river cash flow model with 200 rows, modelling M&A scenarios, or running budget vs actual through pivot tables — that's Excel/Google Sheets territory.

Easylim does workflow and process well (close checklist, AP approvals, audit trails, statuses). Excel does calculations well (models, formulas, scenarios, what-ifs).

Realistic setup: workflow and checklists in Easylim, financial models in Excel/Sheets, attached to an Easylim card (the "Q2 forecast model" task has a link to the Sheet plus a checklist "refresh assumptions, align with sales"). No duplication, but each tool does what it's good at.

If your team is drowning in client-report chaos, read up on versioned documents and billable-hours time tracking. For consulting teams those are usually the first pains to fix.