The Daily Activities section provides access to all core billing, accounting, and client‑related financial workflows used by law firms on a day‑to‑day basis. This area brings together the essential tools for recording time, managing expenses, issuing invoices, processing payments, sending billing communications, and maintaining accurate financial records.
Each feature within Daily Activities is designed to support efficient, compliant, and streamlined operations across the firm.
Below is an overview of all features included in this section, with links to their detailed documentation.
Record, review, and manage billable time entries and fee activities for a client. Supports activity codes, rates, posting, and billing integration. 👉 See full page: Time & Fees
Enter and track disbursements incurred on a client file. Manage drafted and posted expenses, taxes, and billing readiness. 👉 See full page: Client Expenses
Create, review, and post client invoices. Add time, fees, expenses, taxes, discounts, and generate final billing totals. 👉 See full page: Invoices
Record and post payments made toward client invoices. Apply payments, update balances, and maintain accurate financial history. 👉 See full page: Invoice Payment
Send invoices directly to clients with attached PDFs and optional LawPay e‑Payment links. Supports SMTP and customizable email templates. 👉 See full page: Email Manager
Send clients a consolidated statement of unpaid invoices using customizable email templates and attached PDF statements. 👉 See full page: e‑Statement
Calculate and post interest on overdue invoices based on firm‑defined rules. Supports drafted vs. posted interest and billing integration. 👉 See full page: Interest
Generate and send LEDES‑formatted invoices (1998B, 2000, XML) for insurance companies and e‑billing platforms. Supports UTBMS codes and validation. 👉 See full page: LEDES Manager
Search across audits or transactions to locate financial activity. Perform actions such as edit, reverse, write‑off, or review details. 👉 See full page: Find
Record and manage returned payments. Reverse posted payments, restore outstanding balances, and maintain accurate financial records. 👉 See full page: NSF
Daily Activities serves as the operational center for:
This section ensures that all routine financial workflows are accessible, organized, and consistent across the firm.
The Daily Activities section brings together all essential billing and financial tools used by law firms each day. From time entry to invoicing, payments, statements, interest, LEDES billing, and transaction management, this area provides a complete operational workflow for accurate and efficient client accounting.