| 01Legal Time Tracking |
Captures attorney, paralegal, and staff time against clients and matters so billable activity can be converted accurately into invoices. |
Perform Legal Work→
Record Time Entry→
Assign Client / Matter→
Submit for Billing
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Timers, manual entries, and mobile time capture
Billable, non-billable, and administrative time categories
Narrative templates and time-entry validation rules
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| 02Rate & Fee Arrangement Management |
Applies billing terms by attorney, client, matter, task, or activity, including hourly rates, flat fees, retainers, contingency arrangements, and negotiated rates. |
Define Billing Arrangement→
Assign Rates & Rules→
Apply to Time / Expenses→
Calculate Billable Amount
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Hourly, flat-fee, blended, contingency, and retainer support
Rates by client, matter, timekeeper, task, or effective date
Automatic rate changes and negotiated discount rules
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| 03Expense & Disbursement Tracking |
Records filing fees, travel, research, expert costs, postage, court charges, and other client-related expenses for reimbursement or write-off. |
Record Legal Expense→
Attach Receipt / Detail→
Assign Client & Matter→
Include on Bill
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Hard-cost and soft-cost tracking
Receipt attachment and expense approval workflows
Client-specific markup, exclusion, and reimbursement rules
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| 04Pre-Billing & Invoice Review |
Creates draft bills for attorney or partner review so time entries, narratives, rates, expenses, write-downs, and adjustments can be checked before invoicing. |
Compile Billable Entries→
Generate Pre-Bill→
Review & Adjust Charges→
Approve Final Invoice
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Pre-bill or pro forma review workflows
Write-down, write-off, transfer, and narrative editing controls
Multi-level approval for partners or billing administrators
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| 05Legal Invoice Generation & Customization |
Produces professional client invoices containing time, expenses, matter details, balances, payment instructions, and required billing information. |
Approve Billing Entries→
Apply Invoice Template→
Generate Client Bill→
Send / Deliver Invoice
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Custom invoice formats, branding, and matter-level detail
Consolidated and split-billing options
Email, portal, print, and batch-delivery workflows
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| 06LEDES & E-Billing Compliance |
Formats legal invoices according to client or third-party e-billing requirements and supports standardized task, activity, and expense coding. |
Capture Coded Billing Data→
Apply Client Billing Rules→
Generate E-Billing File→
Submit / Resolve Rejections
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Required LEDES formats and UTBMS coding support
Client-specific billing guidelines and validation rules
Rejection tracking, correction, and resubmission workflow
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| 07Trust, Retainer & Client Fund Billing |
Tracks retainers and client funds and applies authorized balances to invoices while keeping trust-related transactions separate from operating funds. |
Receive Retainer / Client Funds→
Record Client Balance→
Generate Eligible Invoice→
Apply Funds & Update Ledger
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Separate client and matter trust ledgers
Automatic or controlled retainer application
Replenishment alerts and trust-account reconciliation support
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| 08Online Payments & Payment Plans |
Lets clients pay invoices electronically and supports deposits, partial payments, scheduled installments, or recurring payment arrangements. |
Send Invoice→
Client Opens Payment Link→
Process Payment / Installment→
Update Account Balance
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Card, ACH, or supported electronic payment methods
Payment plans, deposits, and recurring-payment options
Proper separation of trust and operating account payments
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| 09Accounts Receivable & Collections |
Tracks unpaid invoices, aging balances, payment history, client statements, reminders, and collection activity across clients and matters. |
Monitor Outstanding Bills→
Identify Aging Balance→
Send Reminder / Statement→
Record Payment / Collection Action
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Accounts receivable aging by client and matter
Automated payment reminders and client statements
Collections notes, payment promises, and balance history
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| 10Billing Analytics & Accounting Integrations |
Measures billed amounts, collections, realization, utilization, write-downs, and outstanding balances while synchronizing financial data with accounting and practice systems. |
Aggregate Billing Data→
Analyze Revenue & Collections→
Sync Financial Systems→
Improve Billing Performance
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Billing, realization, collection, and aging dashboards
Accounting, practice management, payment, and payroll integrations
APIs, exports, custom reports, and timekeeper-level analysis
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