Billing & Bookkeeping

Time Billing

  • Review client contracts and billing agreements
    • Monthly
    • Flat fee
    • Retainers
    • Contingency
    • Client cost advance
    • Trust accounts
    • E-billing
    • Special arrangements
  • ​Apply new rates
  • Prepare pre-bills
  • Edit reviewed pre-bills
  • Monitor WIP
  • Finalize pre-bills
  • Apply write-offs, retainers, and trust accounts payments​
  • PDF invoices back to firm
  • Provide reports and statements
  • Serve as primary contact for billing issues​ 
  • Mail client bills on your firm's letterhead and envelopes
  • Send reminders for payments and trust balances​​

E-Billing and Statements

  • LEDES formatting with UTBMS ABA-approved codes
  • Map vendor client/matter numbers (Tymetrix, Serengeti, Counselink, etc.)
  • Work with vendor site/client contact or adjuster to correct submission issues
  • Monitor submission of invoices  for payment through vendor sites
  • Create the following statements for your review

  1. ​​WIP
  2. Billing History
  3. ​Accounts Receivable
  4. Matter Balance Summary
  5. ​Invoice Payments
  6. Client Ledger​
  7. Trust Ledger

Bookkeeping

  • Set up Chart of Accounts
  • Process account reconciliations
  • Record financial transactions
  • Prepare financial statements for accountant

Practice Groups for Billing

  • Business Litigation
  • Consumer Financial Services
  • Commercial Transactions
  • Labor and Employment
  • Healthcare
  • Risk Management
  • Insurance Services
  • Personal Injury and Property Damage
  • Product Liability
  • Family Law