Make the administrative side of each matter easier to follow.

How it works.

1. Start with the right contact and billing arrangement

   Save the Client contact, billing preferences and the person responsible for receiving documents. A prospective client, an existing client and a business payer may need different conversations. Check your firm's intake and conflict procedures separately before accepting work; an organized contact list does not perform those professional checks.

   See the clients feature

2. Give the engagement an administrative home

   Law & professional services setup uses Case and Client in Microtra. Record the agreed scope, tasks, status and office notes against the Case. Separate document preparation from a later review or consultation so the team can understand what the engagement covers. Decide what information belongs in your specialist legal records before adding it to business software.

   See the jobs feature

3. Account for the work you actually performed

   Track time against the work and staff involved, or add entries manually after reviewing your records. Use descriptions that explain the administrative or professional service clearly enough for billing. Keep interruptions, revisions and work outside the original scope visible rather than relying on a total recalled at the end of the matter.

   See the time feature

4. Close the loop on billing questions

   Prepare an estimate for agreed work, then create invoices from the appropriate services or recorded time. Share the PDF through your device and review payment history when the client asks about a balance. Record money received through your existing payment method; handle trust accounting and client-fund obligations in the appropriate professional system.

   See the invoicing feature