Excel & Access Solutions for Legal
Track billable hours, automate invoicing, and manage case data with custom tools built for law firms.
Common Legal Challenges
Inaccurate Time Tracking
Attorneys reconstructing time entries at end of day leads to lost billable hours.
Real-time time capture tools that make tracking effortless and accurate
Manual Billing Processes
Generating invoices manually from time entries is slow and error-prone.
Automated invoice generation from tracked time with client-specific rates
Case Data Scattered Across Files
Case information lives in emails, documents, and spreadsheets with no central view.
Centralized case management database with all matter details in one place
Trust Account Reconciliation
Manual reconciliation of trust accounts is time-consuming and compliance-critical.
Automated trust accounting with reconciliation and compliance reporting
Our Legal Solutions
Time & Billing Systems
Track billable hours accurately and convert them to invoices with automated rate calculations.
- Timer-based tracking
- Rate tables
- LEDES export
- Utilization reporting
Invoice Automation
Generate client invoices automatically from time entries with customizable formats.
- Auto-generation
- Client-specific formatting
- Payment tracking
- Aging reports
Case Management Databases
Track all matter details, deadlines, documents, and communications in one system.
- Matter tracking
- Deadline calendaring
- Document linking
- Conflict checking
Trust Account Tracking
Manage client trust accounts with automated reconciliation and compliance safeguards.
- Three-way reconciliation
- Transaction logging
- Compliance alerts
- Audit reports
Real Results: Law Firm Time & Billing
Billing accuracy
Faster invoicing
Time capture
Access
A 15-attorney law firm was losing an estimated 20% of billable time due to inaccurate end-of-day time reconstruction. We built a time tracking and billing system in Access with Excel reporting that increased billing accuracy to 95%, reduced invoice generation time by 70%, and gave clients portal access to their matter status and invoices.
What We Built
Timer-Based Time Tracking
One-click timers that attorneys start/stop throughout the day for accurate capture
Automated Invoice Generation
System generates formatted invoices from time entries with client-specific rates
Trust Account Management
Automated three-way reconciliation with compliance alerts and audit trails
Client Portal
Secure portal for clients to view matter status, invoices, and trust balances
Related Services
Why Law Firms Choose Us
Legal Industry Understanding
We understand billable hours, trust accounting, LEDES billing, and the unique workflows of law firm operations.
Compliance Built-In
Bar association trust accounting rules and ethical requirements are baked in, not bolted on.
Confidentiality & Security
We build with attorney-client privilege in mind-role-based access, encryption, and audit trails protect sensitive client data.
Integration With Practice Tools
Our solutions connect with document management systems, Outlook, and other tools your firm already uses daily.
Got a problem we can help with?
Book a free 30-minute call. Tell us what you're dealing with and we'll tell you how we'd approach it.