Topic
Financials
Billing, invoices, payments, trust accounting, and transactions.
Guides
Work in Progress
The work you've finished but haven't billed yet. What counts as WIP, where to watch it, and how to turn it into draft invoices.
Creating and Sending Invoices
From unbilled work to a delivered invoice. Drafts, what finalizing really does, emailing with a PDF, and tracking what's owed.
Trust Sweep
Close out a billing period the safe way. One sweep, one trust-to-operating transfer at the bank, and books that match to the penny.
What You Can Bill
The ethics of classifying a charge (billable work, firm overhead, or a client expense) and how Missouri v. Jenkins and ABA Formal Opinion 93-379 draw the lines.
Sections
Transactions
The money ledger for a case or lead: payments, trust movements, and adjustments, viewable as an account ledger or a trust ledger.
Payment Methods
Stored cards and bank accounts for a client, with a default method: charge or request payment without re-entering details.
Fee Arrangements
How a case is billed: hourly rates, flat fees with earnable milestones, or contingency, each its own section on the case.
Settings
Banking
Your firm's bank accounts and the Outlaw Payments processor.
Payment Options
Who gets an email receipt, how quickly card payments reach your bank, and the client-facing Payment Portal.
Invoicing
How billed time is calculated and how your invoices look, including increments, rounding, tax, interest, letterhead, and discount reasons.
Reports
How financial reports allocate partial payments across invoice line items, and how the Utilization Report counts available working time.
Looking for every Settings page in the app's own order? See Settings.