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Legal billing & invoicing

An invoice that starts
with the work.

Bring recorded billable activities into your invoice. Keep the client, matter, description, and time connected throughout the process.

Draft invoiceINV–014

Harper · Contract review

Professional services · Illustrative example

Review draft agreement; confer with client regarding revisions

0.5 hours × $250.00$125.00
Total$125.00
Fictional client, rate and invoice
Illustrative product workflow
From recorded activity to invoice

Use the details
you already captured.

Select billable activities and review the billing details before generating a PDF invoice. The example shows how a reviewed activity can appear as a clear invoice line.

A deliberate billing workflow

Review the work. Check the bill.

01

Choose the activities

Select the billable work you want to include in the invoice.

02

Check the details

Review descriptions, time, rates, and invoice information before finalizing.

03

Generate the invoice

Create a PDF invoice using the billable activities you selected.

Before choosing a billing tool

Does it fit your practice?

Every firm has its own billing requirements. Confirm support for your required increments, formats, exports, and payment workflow before relying on any billing software.

Does this preview demonstrate trust accounting or LEDES billing?

No. This concept demonstrates note capture, activity review, and invoice preparation. It makes no claim of trust accounting, IOLTA, or LEDES support.

Are these actual client records?

No. Names, matter descriptions, rates, and amounts in these illustrations are fictional.

Beyond the PDF

Review, send,
and offer payment options.

01

Send from the workflow.

Check the recipients and message, review the PDF, and confirm sending. Saving a draft does not email the client.

Explore invoice sending →
02

Choose how clients can pay.

Select configured bank transfer, check, and eligible Stripe online options for each invoice.

Explore payment methods →
03

Keep issued details intact.

Sent invoices retain locked activity rates and recorded payment instructions. Resends preserve the issued PDF.

Explore issued invoices →
For solo attorneys & small law firms

Your work is worth
keeping track of.

Start with a note. Keep the details through to the invoice.

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