Draft a Professional Service Agreement

We help you create a ready-to-use service agreement with clear terms on scope, payment, and legal responsibilities—allowing you to engage clients quickly and professionally.

Bookkeeping and Administrative Support

Bookkeeping services ensure that all financial transactions are accurately recorded, providing the foundation for financial reports, audits, and tax compliance. Administrative support, including document management, scheduling, and internal assistance, contributes to the smooth daily operation of the organization. Administrative Support: We assist with client communications, calendar scheduling, document organization, and case file management—freeing up time for higher-value legal work.

Payroll Management

Timely and accurate payroll processing supports employee satisfaction and compliance. It includes calculating gross pay, tax deductions, insurance contributions, and other benefits, forming a core element of financial and HR operations. Payroll & Bookkeeping: We provide dependable support for payroll processing and routine bookkeeping tasks, ensuring operational accuracy and compliance.

Financial Reporting and Analysis

In addition to invoicing and trust reporting, aging reports are essential for assessing receivable risk and prioritizing collection strategies. These reports also enhance internal financial control and readiness for audits or financial planning. Reports & Analysis: We prepare monthly billing reports, aging summaries, and trust activity reports to provide actionable insights and improve financial control.

Matter and Cost Management

Setting up clients and matters in billing software lays the groundwork for all financial tracking. Coupled with recording attorneys’ billable time and expenses, this ensures billing accuracy and provides insights into service efficiency and resource allocation. Client/Matter Setup: From inputting new client information to configuring matters properly within your billing platform, we ensure clean data for billing and reporting. Accounts Receivable Support: We oversee unpaid invoices, send follow-up reminders, and manage collection efforts to maintain a healthy cash flow and reduce aging balances. Optimizing Time and Expense Tracking with Legal Practice Software: With the support of professional software such as [...]

Billing Management and Accounts Receivable

The billing process is central to financial operations. It includes preparing and sending invoices, editing pre-bills, tracking unpaid invoices, sending reminders, and managing collections. This workflow concludes with monthly billing reports, which provide a clear picture of cash flow and support informed financial decisions. Prepare & Submit Invoices: We handle the timely and accurate preparation and delivery of invoices, ensuring they comply with each client’s billing guidelines to avoid rejections and delays. Edit & Finalize Pre-Bills: We assist in refining pre-bills for accuracy and professionalism prior to client submission, reducing back-and-forth and accelerating approval. Track Attorney Time & Expenses: We [...]