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Billing

Record time, review billable work and send branded invoices. Reconcile client money against bank, recorded and client balances in the same workspace.
A matter invoice on the firm's letterhead.Okafor & Byrne LLP, a fictional firm.

The money follows the work.

Log the time against the matter, send the invoice built from it, reconcile the trust in the same system.

Billing Log

Timers and time entries with rates and disbursements, logged against the work and reviewed before anything reaches an invoice.

  • Timers keep running when you close the tab
  • Rates and disbursements recorded against the work
  • Entries reviewed before they reach an invoice
Time and valueReview total hours and value alongside the individual entries.
Invoices

Prepare branded invoices with live totals, send them through your firm's configured email and track payment status from draft to paid or overdue.

  • Live totals as the lines change
  • Sent through the firm's configured email
  • Draft, sent, paid and overdue, tracked
OutstandingThe amount, what is still outstanding, and the status of each invoice.
Accounting

Review client money by ledger and reconcile bank, recorded and client balances. Keep the chart of accounts, journals and expenses in the same workspace.

  • Compare bank, recorded and client ledger balances
  • Chart of accounts and journals beside it
  • Financial years follow the firm's own start month
Reconciled periodA reconciled status shows where bank, recorded and client balances agree.

Each module reads and writes the same firm, people, matters and permissions. Turn on what your practice needs.

Record time and disbursements, apply rates, review entries, and prepare them for invoicing.

Generate, send, and track professional invoices with firm-controlled templates.

Manage the chart of accounts, journals, expenses, trust reconciliation, and financial reports.

Define service offerings, fee schedules, and pricing packages for clients.

Create and send engagement proposals and fee proposals with priced line items.

Prepare salary sheets, pay components, deductions, contributions, and member payslips.

Review operational activity, workload, billing, and financial summaries across the firm.

What it is not, yet.

Every claim on this page can be checked against the shipped product. These are its edges.

  • Card paymentOnline card payment appears on an invoice only once the firm has configured its supported payment provider.
  • Trust rulesThe firm remains responsible for validating its accounting configuration and reports against its jurisdiction's trust rules.

The other pillars.

The same firm, people, matters and permissions, from four other sides.

Start a 7-day trial, or walk through the platform with the founder.