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Use caseUC0141

Draft a law firm's client invoice

At the end of each billing period, a law firm must decide which recorded hours the engagement letter actually allows it to charge. This app checks every entry against the letter and its approvals, then drafts the invoice for a partner to sign.

For the billing coordinatorProfessional Services · Legal Services

Why it matters

Today's manual process, and the same job with the app

Billing operations at a law firm, working from one matter's recorded time and its engagement letter.

✕Today's manual process

1Read the WIP export matter by matter, entry by entry, against the engagement letter.
2Check every rate and category against the letter's tables, the budget, and any prior invoice.
3Mark up the draft in a spreadsheet, noting the clause behind every change.
4One missed clause means a bill the client sends back, and the invoice ages.
Every entry checked from memory, matter by matter

✓With the app

1The export is read entry by entry, against the same engagement letter and approvals.
2Every rate and category is checked against the letter's tables, the budget, and any prior invoice.
3The draft is marked up with the clause and the approval behind every change.
4A held entry stops the bill before it reaches the client, not after.
Every entry checked against the file itself

See it work

One real case: what the app found, step by step

One matter's seven recorded entries, checked against the engagement letter, the approval file and the matter notes.

Draft a law firm's client invoiceReference appBuilt to be shaped to your process
  1. 1The recorded entry Trainee time recorded at a rate the engagement letter has to confirm.
  2. 2The clause it cites Billed in full, with the exact clause and approval behind that call.
  3. 3A written approval changes it Travel time is normally excluded, but a signed note makes this trip billable.
  4. 4What doesn't count Six partner hours read correctly on paper, then held off the bill entirely.

For engineers

How it is built, and how we measured it

All fourteen steps of the build are written up, from the business case to running it in your own environment.

Kit overview →
251 of 260invoice lines exactly rightmeasured in 06 Evals →
0 of 44billable entries silently written downmeasured in 06 Evals →
258 of 260amounts correct to the pennymeasured in 06 Evals →
3.1¢to draft one entrymeasured in 07 Unit cost →

The build, step by step

14 steps

Make it yours

What you see is a reference app. We shape it to how you work.

Every part of it is built to change, and none of it means starting over.

Your rulesYour rate cards, non-billable categories, budget caps and what counts as an approval.
Your recordsYour own time entries, engagement letters, approval log and matter notes.
Your systemsReads from your time and billing system; the draft goes to your partner for release.
Your screensThe entry list, the fields and the wording your billing team already uses.

Want this for your team?

Talk to us

We can run this on your own matters, your own engagement letters and your own approval records, inside your environment.

Talk to us →
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