Built from the matter
Time, flat fees and costs recorded on the matter become the invoice, at the right rate, with nothing copied over.
Invoicing
Legal invoice management software
for law firms
CaseQube builds each invoice from the time, flat fees and costs recorded on the matter. Attorneys review it on a pre-bill, clients pay from trust or online, and the invoice posts straight to your firm’s general ledger.
Paid from trust
Trust-to-operating recorded
General ledger
Accounts receivableDr
Fee revenueCr
Posted · LawAccounting
What sets CaseQube apart
Matter Billing Software That Carries Invoices Into Your Books
Most billing tools stop when the invoice is sent. CaseQube follows it into trust, collections and accounting.
Reviewed before it goes out
Every invoice goes through a pre-bill, where attorneys check, adjust and approve it before the client sees it.
Paid from trust or online
Apply the client’s trust retainer to the invoice, or let them pay by card or ACH through the client payment portal.
Posted to the ledger
Invoices and payments post to the general ledger, because LawAccounting runs inside CaseQube. There’s no export to QuickBooks.
Matter billing software for every fee arrangement
One system for the way each client is billed.
- Hourly, flat fee and contingencyBill each matter the way its fee agreement says, whether that’s hourly, a flat fee or a contingency fee.
- Entries pulled from the matterTime entries, flat fees and case costs on the matter go onto the invoice with the firm, client or matter rate already applied.
- LEDES and UTBMS invoicesProduce invoices in LEDES 1998B and LEDES XML 2.0, with UTBMS task and activity codes, for insurance carriers and corporate clients.
HourlyFlat feeContingency
Time entryMatter rate
Flat feeClient rate
Case costFirm rate
LEDES 1998BLEDES XML 2.0
TASK_CODE|ACTIVITY_CODE|…
L110|A101|…
L120|A104|…
UTBMS task and activity codes
Pre-bill review software for law firms
Catch the wrong rate, the vague description and the missing cost before the client does.
- A pre-bill for every matterEach billing cycle starts with a pre-bill showing every time entry, fee and cost that’s about to be invoiced.
- Attorney review and approvalThe responsible attorney reviews the pre-bill, makes changes and approves it before the final invoice is created.
- Billing cyclesGroup entries into billing cycles, so each client gets one complete invoice on a regular schedule.
Billing cyclePre-bill reviewFinal invoice
Recurring billing and trust retainer billing
Get paid on schedule, and use the money already in trust.
- Recurring billingSet up recurring invoices for clients on a monthly or other regular fee, with deferred revenue handled in the books.
- Apply trust retainers to invoicesPay an invoice from the client’s trust retainer. The trust-to-operating transfer is recorded on the matter’s trust ledger.
- Retainer balance alertsGet alerts when a client’s trust balance runs low, so you can request a top-up before the next invoice.
Recurring invoiceMonthly
Jul
Aug
Sep
Oct
Nov
Dec
Deferred revenue handled in the books
Client trust retainer
BalanceRunning low
Retainer balance alert. Request a top-up before the next invoice.
Trust-to-operating transfer recorded
Legal accounts receivable you can see by matter
Know who owes what, and follow up without chasing by hand.
- AR aging by matterSee outstanding invoices by age for every matter and client, so overdue balances don’t sit unnoticed.
- Automated payment remindersCaseQube sends reminders on unpaid invoices on a schedule you set.
- Client payment portalClients pay by card or ACH through the portal, and the payment is applied to their invoice.
AR aging by matterSample
0–3031–6061–9090+ days
Payment reminders
Reminder sentOn schedule
Next reminderScheduled
Client payment portal
CardACH
Payment applied to invoice
Revenue recognition for law firms, built into billing
The invoice your attorney approves becomes the number your finance team reports.
- General ledger postingInvoices and payments post to the general ledger in LawAccounting, so billing and the books always match.
- Revenue recognition and deferred revenueRevenue on closed matters is recognized in the books, and recurring billing is tracked as deferred revenue until it’s earned.
- Profitability reportsSee profitability by matter, attorney and practice group, based on what was billed and collected.
ProfitabilityMatterAttorneyGroup
Billed
Collected
Recognized revenue
AI In CaseQube Billing And Accounting
AI checks the money side once invoices are out the door.
Trust
Security, Support And Getting Started
SOC 2 Type II certified
An independent auditor evaluated our controls against the AICPA Trust Services Criteria. The report is available under NDA for security reviews.
Built on Salesforce
Access can be set at the profile, role and field level, and every action in the system is logged.
Support from our own team
Our support team knows CaseQube and law firm workflows, not just software tickets.
Migration and training included
Our implementation team moves your data from your current system and trains your staff before go-live.
Explore More CaseQube Features
Smart IntakeCapture inquiries from every channel, run conflict checks and convert signed clients into matters.Matter ManagementOne record for every matter, with stages, task templates, deadlines, documents, billing and trust.Document ManagementReady-made matter folders, version history, AI document sorting and bundles.Document GenerationCreate retainers, letters and agreements from Word templates and matter data.PI Settlement WorkflowsCalculate fees, liens and medical bills, create disbursements and produce the settlement statement.Time & ExpensesRecord hourly time, flat fees and case costs against each matter.Integrated PaymentsA client payment portal for card and ACH payments.Full Legal Accounting SuiteTrust accounting, three-way reconciliation and a full general ledger.
Make your firm’s invoicing easier to run
Book a demo and we’ll take a matter from pre-bill to paid invoice to general ledger in CaseQube.
What is legal invoice management software?
Legal invoice management software creates, reviews, sends and tracks a law firm’s client invoices. It pulls in billable time and costs, applies rates, and follows each invoice until it’s paid. In CaseQube, invoices are built from the matter and post to the firm’s general ledger.
What is a pre-bill, and why do law firms use one?
A pre-bill is a draft invoice for internal review. It lists the time entries, fees and costs about to be billed. The responsible attorney checks descriptions, adjusts or writes down time, and catches errors before approving it. Only then is the final invoice sent to the client.
How do lawyers typically bill their clients?
Most firms bill hourly, usually in six-minute increments, or charge a flat fee per matter or task. Personal injury and similar firms often work on contingency, taking a percentage of the recovery. Some clients pay a recurring monthly fee. Insurance carriers and corporate clients often require LEDES invoices with UTBMS codes.
Can a law firm pay an invoice from the client’s trust account?
Generally yes, once the fees are earned and the client has been billed, as the fee agreement allows. The transfer from trust to the firm’s operating account has to be recorded on that client’s trust ledger. Rules vary by state, so check your state bar’s trust accounting requirements.
What should a law firm invoice include?
An invoice should show the firm and client, the matter, invoice number and date, and the billing period. List each time entry with the date, timekeeper, description, hours and rate, plus flat fees and expenses. Show the total, any trust funds applied, the balance due and how to pay.
How does invoicing work in CaseQube?
Your team records time, flat fees and costs on each matter. At the end of the billing cycle, CaseQube creates a pre-bill for attorney review and approval. The final invoice can be paid from trust or online, and it posts to the general ledger through LawAccounting.
Which billing methods does CaseQube support?
CaseQube supports hourly, flat fee and contingency billing, plus recurring billing for regular fees. For insurance carriers and corporate clients, it produces LEDES 1998B and LEDES XML 2.0 invoices with UTBMS task and activity codes.
How does pre-bill review and approval work in CaseQube?
CaseQube creates a pre-bill for each matter in the billing cycle. The responsible attorney reviews the entries, makes any changes and approves it. Once approved, the final invoice is created and sent. Nothing reaches the client without that review.
Can CaseQube send recurring invoices?
Yes. You can set up recurring billing for clients on a monthly or other regular fee. Recurring entries can also be added to a matter for work that repeats every cycle, and deferred revenue is tracked in the books.
Can I apply a client’s trust balance to an invoice?
Yes. You can pay an invoice from the client’s trust retainer, and the trust-to-operating transfer is recorded on the matter’s trust ledger. CaseQube also alerts you when a client’s trust balance is running low.
How does CaseQube track unpaid invoices?
CaseQube shows accounts receivable aging by matter and client, so you can see which invoices are overdue and by how long. It sends automated payment reminders, and clients can pay by card or ACH through the client payment portal.
What happens to an invoice in the firm’s accounting?
Invoices and payments post to the general ledger in LawAccounting, which runs inside CaseQube. Revenue on closed matters is recognized, recurring billing is tracked as deferred revenue, and the numbers feed profitability reports by matter, attorney and practice group.