Legal Work · Accounting
An accounting department that works overnight, for a firm of any size.
EdgeLex Accounting is a full double-entry accounting system with your bank, bills, trust, billing and month-end close on the same record as your Matters. Lex and its Agents do the bookkeeping inside limits you set, show you everything they did each morning, and stop for you before any money moves.
Early access · rolling out to firms in phases
Operating cash
$482,1904 accounts · 5 to review
Receivables
$96,44012 overdue · $14,230
Payables
$41,8207 due this week
Net income YTD
$218,730accrual · cash $201,410
Close readiness
Sep 25/312 blockers · target Oct 10
Needs your attention · 4
See allWhat Lex did today · 14
Review allAutonomy running · limits $500 per item, $5,000 per day · never moves money
The problem
A small firm either pays a bookkeeper, or the lawyer keeps the books at night. Either way the books live in QuickBooks, the trust ledgers in a spreadsheet, the bills in an inbox and the invoices in a fourth system, and nobody can say why receivables don't match.
A day in your books
The Agents do the bookkeeping. You make the decisions.
The work a bookkeeper does every day, done by Agents that answer to you and show their work.
2:00 AM · Bank review Agent
Your bank and card activity is matched and coded before you wake up.
The Agent pulls every new item, matches deposits to receipts and payments to bills, and codes routine charges with the rules it has learned from you. Exact matches say so. A guess is labelled as a guess. Anything outside your limits, and anything that looks like trust money, waits for you.
Autonomy rules on this account
6:10 AM · Payables Agent
Vendor bills are read from your inbox and coded to the Matter.
The court reporter's invoice arrives in EdgeMail. The Agent reads it, checks it isn't a duplicate, codes it the way you coded the last six, marks the costs billable to the client and passes them to Billing. It drafts Friday's payment run. Paying it is your call.
Posting preview
Dr 5300 Client cost advances 4,385.00
Cr 2000 Accounts payable 4,385.00
What happens next
Cost goes to Billing for the Hale invoice. Payment joins Friday’s run, which waits for your approval.
7:00 AM daily · Trust compliance Agent
Every client's trust ledger is checked every morning.
Trust money sits apart from operating cash on every screen. The Agent tests each client ledger on its own, catches a retainer deposited to the wrong account, and flags any card fee charged to trust. It never moves trust money. It tells you, and prepares the fix for your approval.
Trust accounting in detail →Bank, adjusted
$632,100.00statement $634,350 − $2,250 outstanding
Trust book
$632,100.00general ledger 1020
Client ledgers
$632,100.0041 clients, each checked alone
All three agree Equal totals are not enough, so every client is tested on its own.
Card fees on trust deposits post to operating. The client is credited the full amount they paid.
8:00 AM · You
One list shows everything Lex did. Undo any of it with one click.
Coffee, then the morning review: what each Agent did, under which rule, with the evidence. Accept the lot or undo one item, which posts a clean reversal. Each correction teaches the rule, and a rule that keeps getting corrected pauses itself.
Left for you
4a retainer to move to trust, a $500 check with no entry, 2 bills to approve
Corrections this month
2 of 312each one taught the rule; neither rule paused
Lex never did
0payments, transfers, trust disbursements, closes
Month end · Close Agent
The close arrives prepared. You review it and sign.
Reconciliations, accruals, depreciation and the list of blockers are ready when the month ends, and Lex explains each blocker with the statement line behind it and a drafted fix. You certify the close, and the month stays closed.
Ready
Operating bank reconciled · $0 difference
Receivables tie to the ledger
Payables tie to the ledger
Depreciation posted
Needs attention
2 vendor bills to approve
1 bank item with no entry
Accrued fees · Lex drafted, review
Blocked
Firm card account differs by $125
1 invoice failed to post
Lex
The $125 card difference is the annual card fee the issuer charged on Sep 28. Nothing in the books records it yet. I drafted the entry to 6150 Bank and card fees, dated Sep 28. Approve it and the card account reconciles to $0.
Sources: Visa ····4471 statement Sep 2026, line 38 · Card register run #212
Approve entryShow me
Any time · Ask Lex
Ask why a number is what it is, and get the answer with its sources.
“Why doesn't receivables match Billing?” Lex reads the ledger, the posting log and the aging run, answers in plain English, cites them, and proposes the exact entry that fixes it. Lex does the arithmetic in code, never in its head, and it can't invent a total.
Why does receivables show $96,440 when Billing says $98,100?
Sources: INV-2026-004 posting attempt · Billing integration log, Oct 12 14:02 · Receivables aging run #88
Proposal · needs your approval
Map Matter 05-ABN-001 to 4100 Earned fee income and retry the posting.
Dr 1100 Accounts receivable 1,250.00 / Cr 4100 Earned fee income 1,250.00 · Oct 12
Approve and postChange accountNot now
Time & Billing, built in
From the minute on the timer to the paid invoice, on the same ledger.
Accounting keeps the books. Billing earns what goes in them. Time and expenses land on the Matter, invoices are UTBMS-coded and reviewed by AI before the client sees them, and they go out as a themed PDF or LEDES. The moment an invoice is issued or paid, it posts to your books with the Matter attached.
01 · Timed
The timer on the task is the entry on the bill.
Start a timer anywhere work happens and the minutes land here — attached to the matter, at the right rate from the firm's rate schedules, with a status that says exactly where each entry stands. Unbilled WIP is a number you can trust because it's the same ledger the tasks feed.
Manage time entries, expenses, and billing workflows.
🛡 Trust Accounts💲 Rate Schedules📊 Reports🛡 Guidelines🗎 Invoice ThemesUnbilled WIP
$1,980.0010 entries
Billable Hours
42.6h10 total entries
Total Expenses
$4,598.83149 items
Payments Received
$1,264.50Pending Approval
1Awaiting review
Showing 4 of 10 entries — timers started on tasks land here automatically, still attached to their matter.
02 · Coded
Every cost speaks the language clients audit in.
Expenses carry UTBMS codes — down to E117 on AI token usage, unit cost times quantity, with the raw metering event in the notes. When a corporate client's billing department asks what a line item is, the answer is already in their vocabulary.
Expenses — 149 items
AI token usage — anthropic/claude-sonnet-5AI$13.11
AI token usage — openai/gpt-4.1AI$6.02
Courier — chambers copy$163.09
Certified transcript excerpts$42.75
Client / Matter
Jordan Hale
26-JH-Civil Law-002 — Hale v. Northstar
Category
AI Tokens ▾UTBMS Expense Code
E117Unit Cost ($)
0.000003Quantity
4,200,035.00Total: $12.60
Description
AI token usage — anthropic/claude-sonnet-5
Internal Notes
AI usage event 9d2f41ab-77c0-4e15-b3a6-02c9d80e41f7: 51,027 tokens, $0.206138…
☐ Taxable ☐ Non-billable
CancelUpdate
03 · Invoiced
Drafts hold the work until a human approves it.
Invoices move through a real workflow — draft, approved, sent, paid — with revision requests instead of silent edits. Balances reconcile to the client's AR aging and the matter's financial summary, because they are all the same numbers.
Manage time entries, expenses, and billing workflows.
🛡 Trust Accounts💲 Rate Schedules📊 Reports🛡 Guidelines🗎 Invoice ThemesUnbilled WIP
$1,980.0010 entries
Billable Hours
42.6h10 total entries
Total Expenses
$4,598.83149 items
Payments Received
$1,264.50Pending Approval
1Awaiting review
Showing 4 of 4 invoices — drafts hold WIP until approved; balances reconcile to the client’s AR aging.
04 · Reviewed
The bill gets reviewed like work product.
Before a client sees an invoice, the AI pre-bill review scores it against the firm's billing guidelines — block billing, vague descriptions, rate drift, coding gaps — with errors, warnings, and recommendations on the record. A clean bill says so; a problem bill can't hide.
Errors
Warnings
Info
Analyzed at 8/15/2026, 3:09 PM — checks guideline compliance, block billing, vague descriptions, rate-schedule drift, and UTBMS coding before a client ever sees the bill.
💡 Recommendations — This bill looks good overall. Minor improvements noted above.
✓ No issues found. This bill passes all quality checks.
05 · Delivered
Themed for people, LEDES for machines.
The same invoice renders as a themed, previewable PDF for a person — and exports as LEDES for the e-billing systems corporate clients and insurers require. One click each, from the same record.
Jordan Hale — Hale v. Northstar Logistics · 26-JH-Civil Law-002
Request Revision⬇ PDF⬇ LEDESSendSENTISSUE DATE
June 30, 2026
DUE DATE
July 30, 2026
BILL TO
Jordan Hale
jordan.hale@mailbay.com · (510) 555-0132
214 Seaview Ter, Alameda, CA 94501
MATTER
Hale v. Northstar Logistics
No: 26-JH-Civil Law-002 · Civil Litigation
| DATE | DESCRIPTION | QTY | RATE | AMOUNT |
|---|---|---|---|---|
| Jun 12 | Print job — deposition transcript excerpts | 3.00 | $0.25 | $0.75 |
| Jun 18 | AI token usage — governed model (UTBMS E117) | 1.00 | $12.60 | $12.60 |
| Jun 24 | Courier — chambers copy, Dept. 24 | 1.00 | $163.09 | $163.09 |
| Total Due | $176.44 | |||
06 · Reported
The questions a managing partner asks, answered by default.
AR aging, WIP aging, expense recovery by UTBMS code, realization, and utilization — generated as of any date. And the empty state tells the truth: nothing past thirty days is a fact the system can prove, not a report nobody ran.
Financial analytics and aging analysis
Outstanding receivables bucketed by age (0-30, 31-60, 61-90, 91-120, 120+ days)
Unbilled work-in-progress by matter, bucketed by age
Client costs by UTBMS code, matter, and billing or prebill state
Billing efficiency — standard vs billed vs collected value
Attorney productivity — billable vs target hours
As of 08/15/2026 🗓📄 Generate Report🖨 Print
Current (0-30)
$176.4431-60 Days
$0.0061-90 Days
$0.0091-120 Days
$0.00120+ Days
$0.00Total Outstanding
$176.44Nothing past 30 days. Draft invoices and unbilled expenses appear in WIP Aging or Expense Recovery until the invoice is sent.
What Time & Billing does
Time & expense capture that keeps up
Timers that follow the work, structured entries with UTBMS activity and task codes, rate schedules per engagement, and expense tracking — so month-end isn't archaeology.
From unbilled time to a draft bill
Generate bills from unbilled time and expenses, then work the line items: edit, discount, write off, or re-code — with running totals that always reconcile to the invoice.
An approval workflow with memory
Draft → review → approved → finalized, with revision reasons recorded, bill versioning, and finalize-to-lock — the bill a client receives can never silently change afterward.
Invoices that look like your firm
Themed invoice templates with a live preview before anything is sent, PDF output, and LEDES export for e-billing — the same invoice, ready for a person or a carrier's system.
Compliance checked before it leaves
Every bill validates against billing guidelines and outside-counsel rules — per-line violations, a compliance score, and the block-billing and coding problems carriers discount for, caught in-house first.
AI pre-bill review
An AI pass over the draft bill: vague narratives flagged with suggested rewrites, rate inconsistencies, excessive-hours patterns — a quality score and specific fixes before a client ever sees it.
Getting paid, managed
Deliver by email, mail, or portal with view tracking; record payments; run payment plans with dunning; and see collection risk before it becomes a write-off.
Trust accounting, properly
Client trust ledgers with deposits, disbursements, and reconciliation; retainers including evergreen auto-replenish — the accounting a bar audit expects, not a spreadsheet approximation.
Billing from your pocket
EdgeMobile carries structured time entry, a matter-guarded billable timer, and receipt-OCR expense capture — describe the work to Lex and approve the entry it drafts.
The line Lex never crosses
Lex keeps your books. Only you can move your money.
Lex does on its own, inside your limits
- Matches bank and card items to entries already in the books
- Codes routine charges inside your dollar limit and confidence threshold
- Reads, de-duplicates and codes vendor bills from email
- Posts recurring entries and every Billing invoice and payment
- Prepares reconciliations, accruals, the payment run and the close
- Drafts collection reminders and month-end commentary
Always needs you
- Release a payment or move money between accounts
- Disburse from trust
- Change a vendor's bank details
- Close or reopen a month
- Change a rule, a limit or an accounting policy
- Approve anything over the limits you set
Autonomy is off until you turn it on, rule by rule. It pauses itself when corrections climb, when a month starts closing, when a trust exception is open, or when the AI provider is having a bad day. The work then comes to you as proposals, and the ordinary screens always work.
Everything an accounting system does
Replace QuickBooks, not just add to it.
The accounting a firm expects, built in: general ledger, receivables, payables, banking, reconciliation, close and reporting. What it adds is the legal work underneath every number.
A real general ledger
Chart of accounts, balanced double-entry journals, recurring entries, opening balances and a reversal for every correction. Posted history is never edited away.
Banking that reviews itself
Bank and card items are matched and categorized overnight by the Bank review Agent, inside the rules and dollar limits you set. You see the rest in one list.
Bills read from your email
The Payables Agent reads vendor invoices from EdgeMail, checks for duplicates, codes them to the right account and Matter, and drafts the payment run. Payment waits for you.
Trust kept apart, client by client
Trust money never counts as operating cash. Three-way reconciliation tests every client ledger on its own, so one client's shortfall can't hide behind the total.
Billing that posts itself
Every invoice, payment, credit and write-off from EdgeLex Billing posts to the ledger with a link back to the invoice line that produced it.
A close the Agent prepares
At month end the Close Agent assembles reconciliations, accruals, depreciation and the list of blockers. You review and certify; a closed month stays closed.
Statements you can ask about
Profit and loss, balance sheet, cash flow and trial balance on cash or accrual basis, profit by Matter and practice area, and Lex explaining any number with its sources.
Runs with or without Billing
Use it as your firm's only accounting system, or with EdgeLex Time and Billing. A solo lawyer can do every step alone; larger firms can require a second approver.
Fits the firm you run
A solo lawyer runs it alone. A larger firm adds approvers.
On your own, you do every step yourself, payment release and the close included, and each sign-off is recorded. Bring in an outside accountant whenever you like. Firms with a bookkeeper or an accounting team can require a second person, amount limits and named approvers.
On its own
Your only accounting system, no EdgeLex Billing required. Clients, vendors, invoices and receipts all live in Accounting.
With EdgeLex Billing
Every invoice, payment and write-off posts automatically, traced to the Matter and the invoice line behind it.
Your accountant, invited
Read access to the ledger, the evidence and the audit trail, plus a clean export at year end.
Coming from QuickBooks
Bring your chart of accounts, opening balances and open invoices and bills. Every balance ties back to your signed reports.
In your control
Lex never releases a payment, moves money, disburses from trust, closes a period or changes your rules. Everything it does on its own appears in the morning review and can be undone in one click.
Go deeper
Accounting
Your AI accounting department
Every job an accounting department does, which Agent does it, and what it saves a small firm.
Trust accounting
Trust kept apart from operating, three-way reconciliation, and every client ledger checked daily.
Time & Billing
Timers, UTBMS coding, AI pre-bill review and LEDES, with every invoice posting to your books.
See EdgeLex on your own terms.
We'll walk through your firm's workflows, where you want it to run, and which AI you want it to use. A real person answers at sales@edgelex.com.