Industry Playbook

Law Firms

Matter-based billing that protects realization and trust accounting.

Capture billable time, expenses, trust balances, and invoice narratives with audit-ready controls.

Boutique firmsLitigation teamsTransactional practicesMulti-attorney firms

Configured Workspace

Matter Finance Workspace

Matter-first billing
Rate card controls
Trust visibility
Narrative quality checks

Setup connects records, roles, dashboards, notifications, automations, and reports around the way this industry actually moves money and work.

Law Firms workflow dashboard illustration

Industry workflow preview

This visual preview is tailored to law firms workflows and highlights the controls that reduce billing leakage.

What usually breaks

  • ×Time entries miss matter context and reduce invoice acceptance
  • ×Trust and operating funds are tracked in separate tools
  • ×Write-downs increase from unclear narrative descriptions

What SprintLedger enforces

  • Matter-first time capture with required narrative fields
  • Trust ledger visibility alongside billing status
  • Role and rate card enforcement by attorney level
  • Disbursement tracking with receipt linkage

Reference workflow

  1. 01Matter intake
  2. 02Time and expense capture
  3. 03Prebill review
  4. 04Client invoice
  5. 05Collections and trust reconciliation

Core KPIs

  • Realization rateLive
  • Utilization by attorneyLive
  • WIP agingLive
  • Trust balance exceptionsLive

Connected System

Records, roles, dashboards, and reports stay wired together

Workspace-ready

Primary records

  • Intake
  • Matter
  • Time Entry
  • Expense
  • Prebill
  • Trust Ledger

Role handoffs

  • Attorney records time
  • Partner reviews prebill
  • Accounting reconciles trust
  • Client pays invoice

Dashboard widgets

  • WIP aging
  • Trust exceptions
  • Realization trend
  • Matter collections

Reporting pack

  • Realization
  • Utilization
  • Matter margin
  • Trust reconciliation

Automation starters

Each automation is tied to a visible notification and dashboard outcome.

Prebill readyTrust balance low
  • When monthly prebill opens, notify assigned matter owners
  • When trust balance is low, flag matter before invoice send
  • When invoice is overdue, send reminder by client billing policy