1
Add a New Client
Start by creating a client profile with all their contact information.
Steps:
- Navigate to Clients from the sidebar
- Click "Add Client" button
- Enter client name, email, phone, and address
- Select client type: Individual or Corporate
- Add any notes or important information
- Click "Create Client" to save
💡 Tip: Pro tip: Add as much contact information as possible to make communication easier later.
Once the client is created, you can create matters for them.
2
Create a Matter
Open a new legal matter/case and link it to the client.
Steps:
- Go to Matters in the sidebar
- Click "New Matter" button
- Select the client this matter is for
- Enter matter title and reference number
- Choose practice area (e.g., Corporate, Litigation)
- Set the matter status (e.g., Active, Pending)
- Assign a lead attorney and team members
- Add an optional description
💡 Tip: Use a consistent reference number format like "2024-CL-001" for easy tracking.
Now you can track time, add documents, and schedule events for this matter.
3
Set Up Services
Define the services your firm offers with standard rates.
Steps:
- Go to Billing > Services in the sidebar
- Click "Add Service" button
- Enter service name (e.g., "Legal Consultation")
- Set the default rate per hour or fixed price
- Add a description of the service
- Save the service for reuse in invoices
💡 Tip: Set up common services once, then quickly add them to invoices.
These services can be added as line items when creating invoices.
4
Track Your Time
Log billable hours spent working on a matter.
✨ Time Tracking is available on Professional and Enterprise plans.
Steps:
- Go to Time Tracking in the sidebar
- Click "Log Time" button
- Select the matter you worked on
- Enter the date and duration (in hours/minutes)
- Write a description of the work done
- Toggle "Billable" if this time should be invoiced
- Set the hourly rate (required for billable entries)
- Save the time entry
💡 Tip: Log time regularly to ensure accurate billing. Mark entries as billable to include them in invoices.
Billable time entries can be imported directly into invoices.
5
Upload Documents
Store and organize case-related documents.
Steps:
- Go to Documents in the sidebar
- Click "Upload Document"
- Select a file from your computer
- Enter document name and category
- Link to a specific matter or client (optional)
- Add tags for easier searching
- Save the document
💡 Tip: Use categories like "Pleadings", "Evidence", "Contracts" to keep files organized.
Documents can be shared with team members on Professional+ plans.
6
Share Documents (Pro+)
Collaborate by sharing documents with team members.
✨ File Sharing is available on Professional and Enterprise plans.
Steps:
- Open a document you uploaded
- Click the "Share" button
- Select team members to share with
- Choose visibility: Private, Shared, or Organization-wide
- Team members on the same matter can also access documents
💡 Tip: Starter plan users can only see their own documents. Upgrade for full collaboration.
Shared documents appear in teammates' document lists.
7
Create an Invoice
Bill your client for services rendered.
Steps:
- Go to Billing in the sidebar
- Click "New Invoice"
- Select the client (and optionally the matter)
- Set issue date and due date
- Import unbilled time entries (they appear automatically)
- Add additional services as line items
- Set quantity, rate, and amount for each item
- Add notes and payment terms
- Optionally add tax rate and discount
- Save as Draft or send directly to client
💡 Tip: Time entries imported into invoices are automatically marked as "billed" and won't appear again.
Send the invoice to your client via email.
8
Send & Track Payment
Email the invoice and track payment status.
Steps:
- Open the invoice you created
- Click "Send to Client"
- Review the email preview
- Click Send to email the invoice
- Invoice status changes to "Sent"
- When client pays, click "Mark as Paid"
- Invoice status updates and payment date is recorded
💡 Tip: You can print the invoice for physical delivery using the Print button.
Workflow Complete!
You've learned the complete client-to-invoice workflow. Explore more features in our documentation.
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