Industry 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.

Boutique litigation firmsTransactional practicesEstate & probate attorneysMulti-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 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

  1. 01Matter intake & conflict check
  2. 02Time & expense capture (6-min increments)
  3. 03Prebill review & narrative cleanup
  4. 04Client invoice & trust-balance check
  5. 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

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 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