Identify the fee baseline
Reference client and matter claims, engagement source, fee basis, expense statement and rate edition.
Workflow blueprint
Law firm billing software should preserve the evidence behind each prebill decision
A prebill packet, not legal advice, billability proof, fee approval, privilege control, trust accounting or collection authority.
Bind entries to matter terms, retain rate changes and expense support, preserve edits, route approval and reconcile invoice and payment reports.
TL;DR — Bind entries to matter terms, retain rate changes and expense support, preserve edits, route approval and reconcile invoice and payment reports.
Assemble time and expense sources
Keep author, date, activity narrative, duration, capture clock and external expense support.
Review the prebill
Sequence narrative corrections, transfers, write-down proposals, reviewer decisions and client-facing draft.
Follow issue and collection questions
Relate invoice reference, delivery report, payment message, allocation proposal and unresolved dispute.
Page-specific decision aid
A client, matter, fee source, time entry, expense, rate edition, write-down proposal, prebill approval, invoice and collection question packet
The packet follows an advisory matter with two timekeepers, an external expense and a mid-matter rate change. A narrative edit and write-down preserve their original entries, and a payment match remains a question until allocation is authorised.
- ✓A timer result is not billable work.
- ✓An expense receipt is not client liability.
- ✓A matching payment is not authorised allocation.
Scope first
What Codeblix would confirm before implementation
This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.
- ✓Original entries survive editing
- ✓Rate changes carry effectivity sources
- ✓Restricted narratives stay controlled
- ✓Matter authority billability fee reasonableness privilege tax trust handling invoice validity and collection excluded
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
Use the related planning tools
Run the operational calculation, save the result in the URL and share it with your team.
Map this workflow to your operation
Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.
Discuss your workflow