Billing & Trust Accounting

A trust account that doesn't reconcile is a compliance risk no practice can afford to carry. We build the billing system that keeps every ledger accurate.

What we build

• Time tracking: Billable hours logged by matter, directly from the case file.
• Automated invoicing: Client invoices generated from tracked time and expenses.
• IOLTA-compliant trust accounting: Trust deposits and disbursements reconciled per matter.
• Aging reports: Outstanding balances tracked and flagged automatically.

Implementation scope

Billing connects to case management, so every billable entry is tied directly to the correct matter automatically.