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 reminder payments and trust balances​​

E-Billing and Statements

  • LEDES formatting
  • Map vendor client/matter numbers (Tymetrix, Serengeti, Counselink, etc.)
  • UTBMS coding to load to required databases​
  • Submit invoices through e-billing tracker
  • Monitor submission for payment
  • Create the following statements for your review
  • ​​WIP
  • Billing History
  • ​Accounts Receivable
  • Matter Balance Summary
  • ​Invoice Payments
  • Client Ledger​
  • Trust Ledger

Bookkeeping

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