Legal Work · Billing & Trust
From timer to trust reconciliation — billing built for law firms.
Included with EdgeLex · Available across web and mobile
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.
The problem
Generic billing tools don't understand trust accounting, UTBMS coding, or the reconciliation a bar association expects — so firms bolt on spreadsheets and hope.
The life of a fee
Timed. Coded. Invoiced. Reviewed. Delivered. Reported.
Follow the work from the minute on the timer to money in the door — every screen below is the real product.
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.
Where the timers live →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.
How AI cost is metered →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.
The difference
Billing that survives an audit.
Generic invoicing tools produce a PDF and hope. Here every line is UTBMS-coded, every invoice is pre-reviewed against the firm’s own guidelines, the export speaks LEDES, trust money moves through real trust accounting — and the numbers on this page are the same numbers on the matter and the client, because there is only one ledger.
The client’s financial picture →UTBMS-coded
Every expense carries the industry code — AI tokens included, at E117 with the metering event attached.
Pre-bill review
AI checks guideline compliance, block billing, and rate drift before the client ever sees the bill.
LEDES-ready
Themed PDF for people, LEDES export for e-billing systems — one record, both formats.
Capabilities
What it 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.
In your control
A full financial audit trail, with firm-controlled data throughout.
Related
Works with
Matters
Matter lifecycle, conflict checks, risk scoring, related-proceeding tracking, and a matter workspace the AI understands.
Client Intake
Public intake forms, lead scoring, conflict checks, and one-click conversion to a fully populated matter.
EdgeMobile
A native mobile app for the whole platform: voice-first Lex, messages, email, documents, calendar, meetings, billing, and matter capture.
See EdgeLex on your own terms.
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