Billing & Trust
From timer to trust reconciliation — billing built for law firms.
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.
Capabilities
What it does
Time & expense
Time entries with billable hours, UTBMS coding, timers, expense tracking, and rate schedules.
Invoicing
Auto-generate bills from unbilled time; approval and revision workflow; bill versioning; finalize-to-lock; PDF and LEDES export; deliver by email, mail, or portal with view tracking.
Trust accounting
Client trust ledgers, deposits and withdrawals, reconciliation, retainers (including evergreen with auto-replenish), and payment plans with dunning.
AI billing
AI capture of time and expense from activity, auto-generated billing narratives, and collection-risk analysis.
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.
EdgeDocs
Native document drafting and a full DMS: versioning, redlines, clause library, e-signature with an evidence trail, and freeze-on-signature.
See EdgeLex on your own terms.
We'll walk through self-hosting, model control, and your firm's workflows.