For legal IT: create matter and billing records reliably

IT directors lose billing and matter records when Sacramento matters don't reach the case tracker, creating billing gaps. So finance and ops get consistent billing records by end of day.

Overview

Missed or mismatched billing records create revenue and compliance risk for law firms. This workflow ensures every Sacramento matter produces matching matter, collected payment, and payment-plan records in your case tracker, eliminating manual handoffs and giving finance and operations a single source of truth by end of day.

Notable Features

Create matter records in case tracker
Log collected payments to finance ledger
Add payment-plan records for billing