Legal & Law Firms · Reporting & Admin
Monthly Billing Summary
Firms often end the month with billing data split across timekeeping, invoicing, and collections notes. This automation packages the billing picture into one monthly summary so partners can see logged hours, work in progress, overdue invoices, and collection risks without asking accounting for multiple exports.
How It Works
Collect time and invoice data
The workflow pulls billed and unbilled time, invoice totals, payment status, and aged receivables from the firm's finance stack.
Group by attorney and matter
Results are summarized by timekeeper, client, and matter so leaders can see where revenue and billing delays are concentrated.
Flag collection issues
Invoices that are aging, write-downs that are increasing, or clients with repeated slow pay behavior are highlighted.
Send the finance snapshot
The managing partner or finance lead receives a clean report with links back to the underlying matters and invoices.
Tools & Platforms
Key Benefits
Gives leadership a single monthly billing snapshot Makes unbilled work and slow collections harder to miss Improves follow-up on overdue invoices Supports faster month-end decision making
In Practice
At month-end, a boutique M&A firm receives a summary showing one partner carrying a large amount of unbilled diligence time and two clients with invoices past 45 days, which prompts billing corrections before cash flow becomes a problem.
Next Step
See if this fits your workflow.
We map the actual tools, handoffs, and ROI before recommending implementation.
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