| Title | Tab | Description |
| Modify My User Preferences: Personnel Records | Home | Enter and display user codes, billing rates and other preferences |
| Name, Address, Phone | Setup | Enter name, address and basic letterhead information for the firm |
| Miscellaneous Graphics: "Graphics for the Firm" | Setup | Fortune cookie graphic |
| Localizing | Setup | Entries to make LawStream reflect local spelling and usage |
| Time/Disbursement: Insert/Edit Time/Disbursement code data | Setup | Enter, edit, view of produce lists of time codes and disbursement codes, and their defaults and related text |
| Long Distance Tolls: Enter Long Distance Toll Charge | Setup | Enter area codes, phone number prefixes, locations and amounts for calculating timed long-distance telephone calls |
| One-Character File Types: Insert/Update a One-Character Code & Description | Setup | Entries and lists for user-defined one-character codes for identifying file/matter types |
| Three-Character File Types: Insert/Update a Three-Character Code & Description | Setup | Entries and lists for user-defined three-character codes for identifying file/matter types |
| Checklists: Define Checklist Items | Setup | Create rule sets and reminder details for rules-based reminders |
| Standard Reminders: Standard Reminder Codes | Setup | Enter, display and produce lists of standard codes to simplify the entry of common types of reminders |
| Special Dates/Events | Setup | Enter general information for given dates, to be displayed on selected reminder entry windows and reports |
| G/L Accounts: Detail Financial Accounts | Setup | Enter and edit codes, types and preferences for G/L accounts, as basis for all accounting transactions |
| G/L Categories: Edit Financial Categories | Setup | Edit categories into which all G/L accounts are organized, for chart of account, financial statements, and related purposes |
| Default G/L Accounts | Setup | Specify the accounts that will normally be presented as default selections for certain types of common accounting transactions |
| Amounts and Rates | Setup | Tax amounts, surcharges and other rates and amounts for those jurisdictions that require them |
| Other Accounting Info: Miscellaneous Accounting Preferences | Setup | Formats, preferences and codes to assist in "tuning" accounting entries and reports |
| Billing Preferences: Billing Parameters | Setup | Preferences for processing accounting transactions, and for printing client bills |
| Narrative Account Formats: Edit/Add Narrative Account | Setup | Create, edit and display standard text to appear on routine narrative bill formats (e.g., standard conveyances, routine criminal defence, wills) |
| Common File Variables: Common Variables for Files | Setup | Enter and display a (limited) set of variables used for extra information for all (or selected) files in the firm |
| Long Text Data: Generic "Long Text" Records for Letters, etc. | Setup | Enter and display long text information (mainly used for creating standard letters to be generated by LawStream) |
| Court Order Interest: Enter or Change Court Order Interest Information | Setup | Enter and display interest rates and date ranges, for basic calculation of statutory interest in litigation (only for jurisdictions that have basic calculations in the format shown here) |
| Default Report Selection: Preferred Selection of Accounting Reports | Setup | Enter and display preferences for reports suggested as normal selections, when creating routine logs of information for the firm |
| Client/Name Entry: Client Information | Contacts | Enter and display information for any client, contact or other name for files in your office |
| Reports of Names: Specify Criteria for Report of Names | Contacts | Use this dialog window to select the format and selection/sorting criteria for a list of names |
| Conflicts/Keywords | Contacts | Enter potential conflict information and other keywords for files, and produce reports to assist you in avoiding conflicts and/or in looking for files related to certain facts of information |
| File/Matter Information | File/Matter | Enter and access basic information about file/matter records in a LawStream data base |
| Special Variables | File/Matter | Enter (and view, use and export) variable names and values for a file |
| Find Text | File/Matter | Specify text to be located in client name or file/matter description, for detail searches of information in those fields |
| Other Users | File/Matter | Enter and organize names and billing rates for multiple users associated with a file |
| Common Variables | File/Matter | Enter (and view, use and export) values for common variables used for any file |
| Related Names (Contacts): People Associated with File | File/Matter | Enter, organize, access and use groups of people and other contacts associated with each file |
| Accounting/Billing | File/Matter | Enter and edit accounting and billling information associated with a file |
| Reports: Specify Sort Fields for Report | File/Matter | Select one of many different reports of file/matter information |
| Find a File/Matter Record | File/Matter | General dialog window for finding a file/matter record, based on client code, client name, file number, or file/matter description |
| Show/Update Current Status for File | File/Matter | View basic information about a file, and enter or access your own freep-form notes about the status of the file |
| Show/Organize Documents for File | File/Matter | Locate or view, and save or organize information about documents on disk for a file |
| Collection/Receivables Helper | File/Matter | Access information about bills posted and paid and amounts owing; enter and view information about collection efforts and status on accounts receivable |
| New Time: Time for File | Time/Billing | Enter a time record for a file, with optional notes and details |
| New Disbursement: Disbursement for File | Time/Billing | Enter a disbursement or other charge for a file, with value and optional tax and other information |
| New Reminder: Insert New Reminder for File | Time/Billing | Enter a reminder for a file, including options for reminder type and advance reminders |
| New Note: Enter Inter-Office Memo | Time/Billing | Enter an inter-office or other memo for a file |
| Pre-Bill for Client | Time/Billing | Select a client, and produce a report of unbilled work in progress for all files for that client |
| Prepare and Print Bill: Select Format Options for Account/Bill | Time/Billing | Select a bill format to print, and specify options for processing related to the printing of the bill |
| Prepare and Print Bill: Control for Producing Special Accounts | Time/Billing | Select narrative account text from pre-defined text records, or enter free-form text, for a narrative ("special") bill, and specify fee amount and other optional information, to print the bill |
| Prepare and Print Bill: Options/Preparations for Account/Bill | Time/Billing | Select time and disbursement records to appear on a detail account, and specify fee amount and other information to print the bill |
| Prepare and Print Bill: Information for Posting File's Bill to G/L | Time/Billing | Enter (or confirm defaults) for details to be posted the general ledger, including any necessary splitting of income among different personnel in the firm |
| Set Time & Disbursements for File as Billed/Unbilled | Time/Billing | Change status of work in progress (time and disbursements), to show that it has been billed, to prevent it from being included on subsequent bills |
| Bulk Billing: Bulk Biller | Time/Billing | Select a group of files for billing, and specify fee amounts and bill types to be printed for each of them |
| Edit Time/Disb't (One Record): Edit Time and Disbursements | Time/Billing | Find and edit information for a time or disbursement record |
| Edit time/Disb't (Edit All For a File): Update Time and Disbursements for File | Time/Billing | Produce an on-screen list of all unbilled time and disbursement records for a file, and edit them as necessary |
| New Reminder: Insert a New Reminder for File | Reminders | Enter a reminder for a file, including options for reminder type and advance reminders |
| Reminder Reports | Reminders | Select the content, form, and sorting and selection criteria, to produce a report of reminders |
| Edit All Reminders for File | Reminders | Produce an on-screen list of all reminder records for a file, and edit them as necessary |
| Edit One Reminder: Edit Reminder | Reminders | Find and edit information for a single reminder record |
| Trust Receipt: Trust Deposit/Receipt | Accounting | After selecting a file/matter record, enter information to record a receipt of funds into trust for a file, and ensure that the receipt is properly posted to the general ledger |
| Trust Payment | Accounting | After selecting a file/matter record, enter information to record a payment of funds from trust for a file, and ensure that the payment is properly posted to the general ledger |
| Inter-File Transfer: Transfer Funds between Trust Accounts for Files | Accounting | Select two files (which must have the same client), and make LawStream record a transfer of trust funds from one of them to the other |
| Trust to Term | Accounting | Record a transfer of funds from a normal trust account for a file, to a term-deposit or special savings account for that file |
| Interest Earned on Trust/Term Deposit Funds | Accounting | Enter a record of interest earned on funds held in trust for the benefit of a client |
| Term Deposit to Trust | Accounting | Record a transfer of funds from a term-deposit or special savings account for a file, to a trust account for that file |
| Trust Reports | Accounting | Select and produce one of a selection of reports of trust transactions |
| Receivables Reports: Receivables/Collections | Accounting | Select a report of receivables from several options available, including aged receivables and formal statements |
| Post a Bill to the G/L | Accounting | Post a client bill (account) to the general ledger, based on either information entered on-screen information stored in a posting record when the bill was printed |
| Interest Charges | Accounting | Process interest charges to clients on overdue accounts (bills) posted and delivered |
| Note as Doubtful: Make Receivables Doubtful/Not Doubtful | Accounting | Change LawStream's records, to note that a client bill is now classified as doubtful |
| Write Down Account | Accounting | Change LawStream's records, to note that an account has been written down (or written off), to change the receivable status of the bill |
| Note Bill as Paid: Payment on Account | Accounting | Enter transactions to update LawStream's records, to show that a payment has been made on an account billed to a client |
| Reverse Payment: Select Payment for Write-down or Reversal | Accounting | If a payment has been posted in error, or if a payment has to be reversed (e.g., because a bounced check), then this window must be used to record the reversal or write-down |
| Record a Payable: Accounts Payable | Accounting | Enter an invoice received by the firm from a supplier/payee, as payable |
| Pay a Payable | Accounting | Note that a payment has been made to satisfy (or pay toward) an account payable |
| Add/Edit a Payee: Client Information | Accounting | This window is the same as the client/contact entry window (which is used for entering basic information about payees as "contacts" of the firm) |
| Payee Reports: Accounts Payable Reports | Accounting | Select and produce a report of accounts payable information |
| Office Receipt | Accounting | Enter information about a general office receipt (i.e., one that is not a payment on account by a client), to update the bank account and other G/L information in LawStream's accounting data |
| Office Payment: Office Check/Cheque | Accounting | Enter information about a general office payment (i.e., one that is not a payment made on behalf of a client), to update the bank account and other G/L information in LawStream's accounting data |
| Journal Entries | Accounting | Enter transactions as journal entries, for situations where it is necessary to do so (i.e., where the normal LawStream entries will not handle the situation) |
| (Other) Office Reports: General Office Reports | Accounting | Select a report from several general ones available, relating to routine office transactions |
| Daily Details: Standard Daily Reports | Accounting | Select and produce a report of all or selected accounting transactions, selected by date range and/or G/L account; these reports are useful for general daily or similar periodic uses |
| G/L Analysis: G/L Detail Analysis Reports | Accounting | Choose and produce a report to assist you in analysing information about accounting transactions in your firm |
| Financial Statements: Financial Statement Options | Accounting | Prepare a formal financial statement or similar report, for year-end purposes, or for general banking, management or similar purposes |
| Taxes: G.S.T Reports | Accounting | Select a report of tax details for a date range, for your own purposes or for formal reporting purposes |
| Management Reports | Accounting | Select and produce a management report to help you analyse and understand key information about your firm's finances and other resources |
| Reconciliation | Accounting | Enter, analyse, and produce a report of bank transactions and balances, to ensure that your LawStream records are reconciled with your bank's records |
| Reprint Ch/Rcpt | Accounting | Re-print a check or receipt |
| Prepare Letter: Create and Send a Letter | Memo/Letter | Use information in LawStream, to help you easily prepare and print a "quick letter" to a client or other contact in your data base |
| Prepare Envelope: Envelope Maker | Memo/Letter | Prepare an envelope, based on information taken from your LawStream data file |
| User Notes: Notes for User | Memo/Letter | Enter free-form notes, or access information from your LawStream data file, to store and print notes for general use |
| Chat Board | Memo/Letter | Access, and contribute to, a single record of information, along with other members of your firm |
| New Memo: Enter Inter-Office Memo | Memo/Letter | Create and save a memo to file, or create and send an inter-office memo, along with other optional processing and information |
| In Basket: List of Inter-Office Memos | Memo/Letter | Produce an on-screen list of all memos sent to you, and process and organize (reply to, delete, etc.) them |
| Memo Reports | Memo/Letter | Select one of several reports of memos, in the format of your choice |
| Adjust Accounting Records | Utilities | Find and perform powerful and detailed edits on individual (or groups of) accounting transactions - this is a very powerful entry window, which must be used with caution, and with a clear understanding of the content and structure of LawStream's accounting records |
| Re-Set Balances | Utilities | Make LawStream re-calculate specified balances (e.g., trust balances, G/L account balances) based on individual transaction amounts, to be sure those balances are correct |
| Archive/Delete: Select Data to Archive and Delete | Utilities | Select records, and export them to a separate file, either for archival storage or for processing by a word processor, spreadsheet or other program |
| Fortune Cookie | Extras | With just a click, you can take a look at a randomly selected bit of wisdom or silliness |
| Amortizations: Entry for Amortization Schedule | Extras | Produce an amortization schedule for a standard series of payments on a mortgage or other debt |
| Integra To Go: Select Data To Export | Extras | Guide LawStream through (or let LawStream guide you through) a series of steps to select contact (client) records, file/matter records and reminders, for exporting to a PDA |
| Interest Calculator | Extras | Calculate total interest charges, based on a given date range, and based on either a given interest rate or a table of varying interest rates over a period of time |
| Date Calculator | Extras | Calculate differences between any two dates, or find a date that is a given number of days (or weeks or months) from a given date |