Overview
This webinar provides an overview of the Statement Builder capability in OneLaw, including settlement statements, reporting statements, and general statements. It demonstrates how statement data is stored and managed in OneLaw, how calculators and InfoSheet data can streamline statement preparation, and how firms can customise statement templates and administration settings.
In this video, you’ll learn
- where settlement statements, reporting statements, and general statements are stored in OneLaw
- how to create and manage settlement statements using the Statement Builder
- how InfoSheet data can pre-populate settlement statement information
- how settlement statement calculators work for rates, rent, body corporate, and GST calculations
- how undertakings and narrations can be applied to settlement statements
- how to save, manage, amend, and reissue settlement statements within OneLaw
- how to create reporting statements through both the Statement Builder and the billing process
- how reporting statements can include requisitions, draft bills, interest, and trust account activity
- how reporting statements link to authorised bills and remain synchronised after posting
- how general statements can be used for custom calculations and specialised statement types
- where to access base templates, recommended InfoSheets, and statement documentation in the Help Centre
- how to customise statement templates, narrations, undertakings, and automatic inclusions
- how to configure statement document naming conventions and default templates
Presented by Bex Craig, Product Owner.
Recorded on 12 May 2026
Key Takeaways
- Statement Builder centralises settlement, reporting, and general statement preparation within OneLaw.
- Settlement statements can use InfoSheet data and built-in calculators to reduce duplicate data entry and improve consistency.
- Reporting statements can be created independently or directly from the billing workflow after bill authorisation.
- Statement dashboards provide searchable, filterable records that support amendments, collaboration, and audit visibility.
- Base templates and recommended InfoSheets are available through the OneLaw Help Centre and can be customised to suit firm requirements.
- Firms can configure narrations, undertakings, template defaults, and document naming conventions to standardise statement generation across the practice.
Notes
- Statement Builder functionality was introduced in OneLaw version 4.2.3.
- AR Statement templates were added in version 4.3.
- Downloadable statement templates and recommended InfoSheets referenced in this webinar are available in the Statement Templates in OneLaw article.
- Settlement statement templates are available in both InfoSheet-enabled and non-InfoSheet versions.