SprintLedgerIndustry Playbook
Law Firms
Matter-based billing that protects realization and trust-account compliance.
Capture time in six-minute increments, enforce matter-level narratives, manage trust ledgers with three-way reconciliation, and invoice with LEDES-format support—all with audit-ready controls.
Law Firms core
Law Firms workflow command center
Matter-based billing that protects realization and trust-account compliance.Matter intake & conflict check
Time & expense capture (6-min increments)
Prebill review & narrative cleanup
Client invoice & trust-balance check
Configured Workspace
Matter Finance Workspace
Setup connects records, roles, dashboards, notifications, automations, and reports around the way this industry actually moves money and work.
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 lack matter context and detailed narratives, reducing invoice acceptance
- ×Trust and operating funds are tracked in separate tools, risking compliance
- ×Write-downs increase from unclear scope and missing prebill review
- ×Collection rates stall because invoices go out late or lack online payment
What SprintLedger enforces
- Matter-first time capture with required narrative fields
- Trust ledger with three-way reconciliation and IOLTA compliance
- Role and rate-card enforcement by attorney level
- Prebill review workflow with write-down tracking
- LEDES-format invoice export for insurance and corporate clients
- AI-assisted billing narrative improvement and time entry suggestions
- Conflict check automation with adverse-party screening
- Court rules-based calendaring with deadline docketing
Reference workflow
- 01Matter intake & conflict check
- 02Time & expense capture (6-min increments)
- 03Prebill review & narrative cleanup
- 04Client invoice & trust-balance check
- 05Collections & trust reconciliation
Core KPIs
- Realization rateLive
- Utilization rate by attorneyLive
- WIP agingLive
- Collection rateLive
- Trust balance exceptionsLive
- Matters per attorneyLive
- Unbilled time ratioLive
Connected system
Records, roles, dashboards, and reports stay wired together
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
Tied to notifications and dashboard outcomes
Each automation is tied to a visible notification and dashboard outcome.
- When monthly prebill opens, notify assigned matter owners
- When trust balance is low, flag matter before invoice send
- When time entry is saved without narrative, prompt for completion
- When invoice is overdue, send reminder by client billing policy
- When conflict check flags match, block matter creation
- When court deadline approaches, alert attorney and staff
Launch your Law Firms operating system
Start a workspace with this vertical's templates, or explore the interactive demo first.
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