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Add matter fee rows to bookkeeping sheet instantly

Add matter fee rows to bookkeeping sheet instantly

Your matter fee updates aren't consistently captured for bookkeeping, causing late or missing trust entries. Rows are created for your bookkeeper to reconcile fees before the monthly run.

Add matter fee rows to bookkeeping sheet instantly

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Overview

As a managing attorney at a small practice, manual fee tracking eats hours and risks trust accounting errors; this links matter updates directly into your bookkeeping sheet so fee rows appear automatically. That hands your bookkeeper a reconciliable feed and reduces manual prep ahead of the monthly run.

Add matter fee rows to bookkeeping sheet instantly