Billing and accounting built in
From entries to LEDES-ready invoices and trust-account workflows—no extra tools needed. Everything is built-in and IOLTA-compliant.
Billing & IOLTA Overview
See how billing and trust accounting work together in LawMate
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How to Create and Send an Invoice
Turn time entries into professional invoices in minutes, not hours.
Review Time Entries
Go to your matter and review all time entries, expenses, and billable items. Edit descriptions or adjust rates if needed.
Generate Invoice
Click "Create Invoice" and select the billing period. The system automatically calculates totals based on your billing method.
Customize Invoice
Add notes, adjust line items, apply discounts, or set payment terms. Preview how it will look to your client.
Export or Send
Export as LEDES format for e-billing, send directly via email, or download as PDF. Track delivery and payment status.
Invoice Preview
Screenshot showing a professional invoice ready to send
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Flexible Billing Methods
Support for every billing arrangement your practice needs.
Hourly Billing
Track time and bill at your hourly rate. Support for multiple rates per attorney.
Flat Fee
Set a fixed price for the entire matter or specific tasks.
Retainer
Bill against a retainer balance. Automatic notifications when retainer runs low.
Contingency
Track time and expenses, but bill only when case resolves successfully.
Subscription
Recurring monthly or annual billing for ongoing legal services.
Block Billing
Purchase blocks of time at a discounted rate. Bill against the block as work is completed.
IOLTA Trust Account Management
Stay compliant with automatic trust accounting and reconciliation.
Record Trust Deposit
When a client provides a retainer, record it as a trust deposit. The system automatically tracks the trust balance.
Transfer to Operating
As you earn fees, transfer funds from trust to operating account. The system ensures you never overdraw trust.
Daily Reconciliation
Reconcile trust accounts daily with three-way matching: bank balance, trust ledger, and individual client balances.
Compliance Monitoring
Get alerts for potential IOLTA violations, commingling risks, or reconciliation discrepancies. Stay compliant automatically.
Trust Account Dashboard
Video showing trust account management and reconciliation features
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LEDES E-Billing Export
Export invoices in LEDES 98B, 98BI, and 2000XML formats for corporate clients.
LEDES Export Options
Screenshot showing LEDES format selection and export settings
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Supported Formats
- LEDES 98B (ASCII)
- LEDES 98BI (XML)
- LEDES 2000XML
- Automatic validation
Simplify your billing and accounting
Experience built-in billing, accounting, and IOLTA compliance—all in one platform.