Legal Billing & Time Tracking
Law-firm billing is unusually unforgiving, time has to be captured accurately, narratives have to justify the charge, trust-account (IOLTA) handling has strict compliance rules, and slow collections directly hit partner compensation. This service builds the billing operation around those realities: accurate time capture, well-written billing narratives that survive client scrutiny, IOLTA-compliant trust accounting, and structured collections follow-up. It's for firms where billing realization is lower than it should be because time capture is inconsistent or collections follow-up falls through the cracks. You get cleaner bills, compliant trust accounting, and a collections process that actually recovers aged receivables.
This is a capability we deliver for you as a service, not a role we’re hiring for.
How We’d Approach This
A clear, staged plan, not a black box
These are the service-specific steps inside our six-step process.
- 1
Diagnose current time-capture habits, billing narrative quality, and IOLTA compliance gaps.
- 2
Pilot improved time-capture and narrative drafting on one practice group or attorney set.
- 3
Review billing accuracy and client-facing quality with billing partners before firm-wide rollout.
- 4
Roll out full billing, IOLTA-compliant trust accounting, and structured collections follow-up.
What You Get
Deliverables from this engagement
- An improved time-capture and billing-narrative workflow
- IOLTA-compliant trust-accounting documentation
- A structured collections follow-up process
- Billing-realization reporting by attorney or practice group
Six Ways We Could Architect This
Different engagement, different build, pick the shape that fits
There’s more than one way to deliver on this service. Browse a few of the ways we’d structure the work, depending on your speed, budget, and integration needs.
Read all 6 architectures as text
Lean Fast-Start Architecture
Intake
- Diagnose Time Capture and Narrative Gaps
- Scoping Call with Billing Partner
- One Practice Group Selected
Pilot
- Time Entry Templates Drafted
- Narrative Assistant Suggests Wording
- Attorney Reviews Before Submit
Validation
- Billing Partner Review
- Narratives Survive Client Scrutiny
- Approved Narrative Templates
Delivery
- Pilot Group Live
- Collections Workflow Documented
- Billing Partner Signs Off on Rollout
Cloud-Native / Managed Services Architecture
Source Layer
- Time Entry Mobile and Desktop App
- Managed Practice Management Platform
- Cloud Billing Service
Billing Operations
- Narrative Drafting Service
- IOLTA Trust Accounting Module
- Invoice Generation Engine
Managed Data Store
- Cloud Ledger Database
- Collections Aging Report Store
Delivery Layer
- Partner Billing Dashboard
- Client Facing Invoice Portal
- Automated Reminder Scheduler
- Monthly Realization Summary
Event-Driven & Automation-First Architecture
Triggers
- Time Entry Logged
- Webhook to Narrative Engine
- Invoice Aging Past Due
- Collections Trigger
Automation Layer
- Auto Narrative Draft Job
- Invoice Assembly Engine
- Auto Reminder Sequence
Review Gate
- Narrative Meets Client Guidelines
- Flag for Attorney Edit
- Auto Send Invoice
Delivery
- Invoice Delivered to Client
- Collections Follow Up Sent
- Payment Status Logged
Enterprise-Grade & Compliance-Ready Architecture
Governance Layer
- Bar Association Trust Accounting Rules
- Firm Billing Policy
- Access Controlled Billing Platform
Secure Operations
- Role Based Attorney and Staff Access
- Segregated IOLTA Trust Ledger
- Three Way Reconciliation Process
Auditable Process
- Full Trust Transaction Log
- Billing Realization Log by Attorney
- Compliance Officer Review Checkpoint
Compliance Delivery
- Signed Off Trust Accounting Report
- Audit Export for Bar Compliance
- Retention Schedule per Jurisdiction
AI-Augmented, Human-in-the-Loop Architecture
Source Ingestion
- Raw Time Entries and Matter Notes
- Client Billing Guidelines
AI Analysis Layer
- AI Narrative Drafting Model
- Draft Billing Narrative
- Draft Collections Priority List
Human in the Loop
- Billing Attorney Review
- Narrative and Amount Are Accurate
- Edit Narrative and Retrain
- Human Approved Invoice
Delivery
- Invoice Sent to Client
- Trust Ledger Updated
- Collections Follow Up Scheduled
Integration-Heavy / Ecosystem-Connected Architecture
Client Systems
- Practice Management System
- Firm Accounting or ERP
- Client Billing Portal
Billing Core
- Time and Trust Reconciliation Engine
- Invoice and Collections System
Two Way Sync Layer
- Accounting System Ledger Sync
- Client Portal Invoice Push
- Finance and Billing Partners
Shared Governance
- Monthly Realization Review
- Trust Compliance Sign Off Log
- Accounting Ledger Reconciled
- Partner Compensation Report Issued
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Ready to get started?
Tell us what you’re trying to get done and we’ll help you find the highest-leverage place to start, scoped small enough to prove itself before you commit to anything bigger.
Talk to us about Legal Billing & Time TrackingMost engagements like this start as a $500–$2,500 pilot, see full pricing.