Money & billing

Fees collected before the work.

Take advances, pay court fees from the float and photograph each receipt. Make GST invoices with no number gaps, keep client money above zero, and give your accountant month-end files to import.

Start free — 14 days See pricing

5fee types: per appearance, per stage, retainer, hourly, mixed

7 · 21 · 45days after the due date when reminders go out

Never negativeclient money balance, blocked by the database

Anand Textiles v. Union Bank of India · MoneyClient money held separately

TodayCalendarTasksCasesClientsBillingReportsNetworkPeopleSettings

Client money held₹50,000Advance received

Unbilled fees₹0All billed

Unbilled expenses₹18,750Awaiting approval

Fee termsPer appearance₹8,000 / appearance

Fee termsContingency / success fees are not offered under this pack.

per appearancelump sum per stagemonthly retainerhourlymixed

FeesFrom the fee library

HeadQty × unitAmountStatus

Brief fee — commercial suit1 × ₹60,000₹60,000billed

Appearance — 4 Oct1 × ₹8,000₹8,000unbilled

Expenses & disbursementsRecovered at actuals; receipt-less lines are held back

HeadPaid byAmountStatus

Certified copySuresh Yadav₹18,750awaiting approval

Court fee stampClient money₹1,500attached

Before the work

Fee terms per matter

Choose per appearance, lump sum per stage, monthly retainer, hourly or mixed. Fees are agreed at intake and every invoice uses them.

Advances you draw from

Take an advance, draw fees and costs from it, and see the balance on the file. At 25% left, a top-up request is drafted using the usual spend for that case type. It is never sent on its own.

At court

Expenses from the phone

Photograph the receipt and pick the head: court fee, process fee, certified copy, stamp paper, commissioner fee, typing, photocopying, clerk allowance, conveyance or courier. It waits on the phone until you have signal.

The clerk's float, checked

Track the clerk's float and check it against receipts. Amounts above a set limit need partner approval. Duplicate receipts are flagged, and no markup is allowed on pure disbursements.

After every appearance

If something was paid at court during a hearing, the expense sheet opens afterwards. The appearance fee is already suggested.

Invoices and payments

GST invoices with no gaps

You get forward and reverse charge, invoice numbers in order with no gaps, part payments, receipts, cheque clearing and moving payments between invoices. Invoices are made as PDF.

Reminders that stop on payment

Invoice reminders go out 7, 21 and 45 days after the due date. A payment resets the schedule.

Invoices built from the file

Set up billing heads once, with receipt and tax options: pure agent disbursement, recharged cost or absorbed. Then an invoice builds itself from fee lines and expenses.

The client's money

Double-entry ledger

Money held for a client is recorded as a liability in a double-entry ledger. Transfers need approval, each client gets a statement, and the balance is refunded when the matter closes. The database won't allow a negative balance.

Time and activity

Use timers and get suggested entries for work you haven't logged. See unassigned time and realisation: what was recorded, billed and collected, per advocate, case type and client.

Reports and the accountant

Reports

See fees by area, ageing, case length and speed by type, adjournments by court, effective hourly rate per file, and top clients. You also see how much of your income depends on a few clients. A monthly report comes by e-mail.

Export, don't retype

Export to Tally XML (ledger masters and vouchers), QuickBooks IIF or Xero manual-journal CSV. Client money is shown as a liability in all of them. The same period always gives the same file, so importing it again changes nothing.

In practice

What this looks like on a real day

Cash from the float

A clerk pays ₹650 at the registry for a certified copy.

What happensThey photograph the receipt in the corridor. It waits offline, syncs on the way out, goes on the case and reduces the float.

Fees before the work

A new matter starts with an advance.

What happensEach appearance takes its fee from the advance. At 25% left, a top-up request is drafted for the partner to send.

The overdue invoice

An invoice is 35 days past its due date.

What happensIt is at the top of the ageing report, and the next reminder goes out by itself. A part payment resets the schedule.

Month-end

The accountant wants the entries for the period.

What happensYou give one Tally file. Importing it twice changes nothing.

These are example stories. The names and matters are made up. The features are real.

By design

Built so that…

✓Client money can never go below zero. The database blocks it.

✓No markup is allowed on a pure disbursement.

✓A top-up request is only drafted. It is never sent automatically.

Works with

Clients & intake →Client portal →Integrations & API →

Used most by

Solo advocates →Chambers and firms →Clerks and juniors →

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board tonight.

Try it free for 14 days. No card needed. Add your cases by CNR, bar number or a photo of your diary.

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