• Review client contracts and billing agreements
    • Monthly
    • Flat fee
    • Retainers
    • Contingency
    • Client cost advance
    • Trust accounts
    • E-billing
    • Special arrangements
  • Apply new rates
  • Prepare pre-bills
  • Edit reviewed pre-bills
  • Monitor WIP
  • Finalize pre-bills
  • Apply write-offs, retainers, and trust accounts payments
  • PDF invoices back to firm
  • Provide reports and statements
  • Serve as primary contact for billing issues

BOOKKEEPING SERVICES

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  • Create the following statements for your review
    • ​​WIP
    • Billing History
    • ​Accounts Receivable
    • Matter Balance Summary
    • ​Invoice Payments
    • Client Ledger​
    • Trust Ledger

CONSULTING SERVICES

E-Billing

  • LEDES formatting
  • Map vendor client/matter numbers (Tymetrix, Serengeti, Counselink, etc.)
  • UTBMS coding to load to required databases
  • Submit invoices through e-billing tracker
  • Monitor submission for payment
  • Mail client bills on your firm's letterhead and envelopes
  • Send reminder payments and trust balances

(under the supervision of the attorney) 


  • Set up Chart of Accounts
  • Process account reconciliations
  • Record financial transactions
  • Prepare financial statements for accountant

Bookkeeping

Time Billing

  • Create financial reporting and analysis of your firm
  • Provide strategies to support the success of your firm
  • Advise firm on effective strategies for aged receivables to reduce write-offs
  • Develop effective marketing and branding plan
  • Implement project management strategies for procedures and processes improvements
  • Determine solutions on time management and cost-saving initiatives

Statements

PARALEGAL SERVICES

Growing Your Firm 

SPECIAL!!!  20% OFF 1st MONTH'S SERVICES

Litigation Legal Assistance  


  • Research client information​
  • Retrieve medical, employer, and police report records
  • Prepare trial notes and exhibits
  • Draft pleadings, motions, and memos
  • Set up and/or conduct mediations
  • Prepare discovery and responses
  • Research state and federal statutes
  • Brief cases
  • Send correspondences
  • Organize case files

LEGAL BILLING SERVICES