Keep legal fee events accurate in bookkeeping spreadsheets

Managing attorneys miss fee events on step changes, creating reconciliation gaps. This adds fee entries to your bookkeeping sheet so managing attorney and bookkeeper reconcile quickly.

Overview

Managing attorneys risk reconciliation gaps and missed fees when case steps change without clear handoffs. This workflow captures fee events from your case system into a bookkeeping sheet and alerts the managing attorney and bookkeeper, eliminating missed entries and supporting reliable reconciliation. It turns case step activity into visible accounting records so finance and leadership can trust the books.

Notable Features

Create bookkeeping entries on step changes
Notify managing attorney and bookkeeper
Prevent missed fee entries during reconciliation