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Legal Billing & Time Tracking
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Legal Billing & Time Tracking · Available now

Keep each accounting decision tied to its recorded effect.

This system organizes a legal practice's accounting work around numbered documents, counterparties and financial accounts. An Accounting Preparer records a document for an organization, assigns its owner and counterparty, and keeps its amount and revision visible.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewDocuments awaiting review
Legal Billing & Time Tracking · Accounting documents

Documents awaiting review

Accounting documents in one list

New accounting document
Accounting documents in view
6
Total gross amount USD
3,030
Review
6
Record numberSubjectStatusDocument dateGross amount USDRevision
AD-64724Harborview lease dispute, June feesReview20 Oct5090
AD-91899Cedar Ridge contract review invoiceReview19 Oct490140
AD-63286Northgate employment advice billingReview20 Oct740150
AD-76735Willow Creek trademark filing feesReview29 Oct570240
AD-84578Riverbend litigation disbursementsReview13 Oct580330
6 of 6 records
Harborview lease dispute, June feesAccounting documents · AD-64724
Review
Document date20 Oct
Gross amount USD50
Revision90
OrganizationMorrow & Vale Legal
OwnerJonah Chen
Review revisionAD-64724 · Harborview lease dispute, June fees

Accounting Reviewer decides the frozen document revision.

Waiting for Accounting Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
15
Saved views
13
Roles with set permissions
5
Reports and dashboards
8
Features

Keep accounting documents in view

Every feature works on the same records. Pick one to see the screen your team works in.

Accounting documents

Keep the owner, amount and revision of each financial document clear.

  • Draft ownership
  • Supporting detail
  • Decision boundary
  • Accounting documents
  • Document lines
  • Record attachments
Explore accounting documents
OverviewMy accounting documents
Legal Billing & Time Tracking · Accounting documents

My accounting documents

Accounting documents

New
Record numberSubjectStatusDocument dateGross amount USDRevision
AD-97417Harborview lease dispute, June feesDraft22 Oct310230
AD-99989Cedar Ridge contract review invoiceReview14 Oct320150
AD-14357Northgate employment advice billingAuthorized31 Oct90760
AD-16766Willow Creek trademark filing feesSubmitted28 Oct370140
AD-65294Riverbend litigation disbursementsPending28 Oct570770
6 of 6 records
Harborview lease dispute, June feesAccounting documents · AD-97417
Draft
Document date22 Oct
Gross amount USD310
Revision230
OrganizationMorrow & Vale Legal
OwnerRavi Desai
Example screen with sample data
Process

From document to recorded effect

Document to verified account activity ships ready to use. One step needs a named approval before the work moves on: Review revision (Accounting Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Prepare document

    Assign a number, owner and counterparty.

    Harborview lease dispute, June feesAD-64724 · Accounting Preparer
    Prepare documentBy Accounting Preparer

  2. Collect evidence

    Keep lines and attachments with the parent.

    Harborview lease dispute, June feesAD-64724 · Accounting Preparer
    Collect evidenceBy Accounting Preparer

  3. Review revision

    Record an independent decision on the current revision.

    Harborview lease dispute, June feesAD-64724 · Accounting Reviewer
    Review revisionBy Accounting Reviewer
    ApprovalAccounting Reviewer decides the frozen document revision.

  4. Record journal

    Connect balanced debit and credit lines to the document.

    Harborview lease dispute, June feesAD-64724 · Accounting Preparer
    Record journalBy Accounting Preparer

  5. Compare movement

    Check account, amount and confirmed date.

    Harborview lease dispute, June feesAD-64724 · Finance Lead
    Compare movementBy Finance Lead

  6. Verify completion

    Confirm the claimed effect exists in local records.

    Harborview lease dispute, June feesAD-64724 · Accounting Reviewer
    Verify completionBy Accounting Reviewer

Start with Document preparation

Inside a record

Connect account evidence

Open any accounting document to see its journal lines, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Document date, Gross amount USD, Revision and Organization.

  2. 2
    Journal lines

    Each line is linked to this accounting document.

  3. 3
    Who works on it

    Accounting Preparer and Finance Lead, each with their own permissions.

  4. 4
    Process stages

    Prepare document, with the role that acts.

  5. 5
    Approvals

    Review revision, with who decides.

Documents awaiting reviewHarborview lease dispute, June fees
Legal Billing & Time Tracking · Accounting documents

Harborview lease dispute, June fees

Morrow & Vale Legal · Review

Log activity
1
Record details
Document date20 Oct
Gross amount USD50
Revision90
OrganizationMorrow & Vale Legal
2
Journal lines

Harborview lease dispute, June fees

DocumentAccountDirection
Stonepath merger diligence invoice1100 Client receivablesDebit
Northgate employment advice billing1100 Client receivablesCredit
Riverbend litigation disbursements1100 Client receivablesDebit
Journal lines
6
Total amount USD
2,130
3

Who works on it

  • Accounting PreparerManage accounting documents, legal time entries, record…
  • Finance LeadView accounting documents, journal lines, ledger accounts…
4

Process stages

  • Prepare documentAccounting Preparer
5

Approvals

  • Review revisionAccounting Reviewer
    Approved
Example screen with sample data
Approvals

Decide the exact revision

OverviewApprovals
Legal Billing & Time Tracking · Overview

Approvals

Signed in as Accounting Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • AD-64724Harborview lease dispute, June fees
    Morrow & Vale LegalRequested by Jonah Chen
    Review0dActions
  • AD-91899Cedar Ridge contract review invoice
    Pinecrest Legal GroupRequested by Theo Okafor
    Review2dActions
  • AD-63286Northgate employment advice billing
    Harbor Stone AttorneysRequested by Omar Rahman
    Review2dActions
  • AD-76735Willow Creek trademark filing fees
    East Quay CounselRequested by Theo Okafor
    Review6dActions

Who approves what

DecisionApprover
Review revisionRecord an independent decision on the current revision.Accounting Reviewer
1 approval rule · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Legal Billing & Time Tracking to the work that is theirs. Pick a role to see what it starts with.

Accounting Reviewer

Review eligible document revisions independently and reconcile operational evidence. Approve or reject through guarded actions only; no unrestricted editing of protected or executed records; a reviewer cannot approve their own submission.

This is the first screen this role sees.

OverviewDocument status board

Document status board

Accounting documents · Accounting Reviewer

Draft1
Harborview lease dispute, June feesCedar Ridge Textiles
660
Add
Review1
Cedar Ridge contract review invoiceNorthgate Works Ltd.
890
Add
Authorized1
Northgate employment advice billingHarborview Property Co.
520
Add
Submitted1
Willow Creek trademark filing feesRiverbend Construction Group
920
Add
Pending1
Riverbend litigation disbursementsStonepath Analytics Co.
80
Add
Example screen with sample data

Roles and permissions

Reports

Read the underlying records

Answer questions from documents, decisions and account evidence.

Overview
Legal Billing & Time Tracking · Overview

Legal Billing & Time Tracking dashboard

This quarter

Legal time entries in view
6
Submitted
6

Accounting documents by status

How far records got this quarter

StageReachedStep
Draft42
Review1740%
Authorized741%
Submitted229%

Gross amount USD by status

Sample totals per stage

0
-3000Draft
-5000Review
-2000Authorized
0Submitted
-4000Pending
Example screen with sample data
  1. 01Document value by status

    Sum gross document amounts by status and organization.

  2. 02Counterparty document activity

    Group document amounts and dates under each business partner.

  3. 03Review outcomes by reviewer

    Count decisions by reviewer and recorded decision.

  4. 04Journal movement by account

    Group debit and credit amounts by ledger account and document.

  5. 05Reconciliation exceptions by account

    Count unmatched and exception movements and their amounts by account.

  6. 06Snapshot balance history

    Compare dated recorded and available balances for each account.

  7. 07Operation receipt outcomes

    Count operation states by action and occurrence date.

  8. 08Attachment evidence by document

    List titles, evidence types and visibility under each document.

All reports and dashboards

Who it's for

For the practice finance team

See how Legal Billing & Time Tracking fits your kind of team.

Single legal practice

One finance team handling the practice’s accounting documents and account movements.

Multi-entity practice

Separate organization scope while finance leaders inspect each entity’s records.

Shared finance team

A central accounting team preparing documents for several operating groups.

Controls

Preserve the financial trail

Each stage of document to verified account activity names the role that acts and the status it records, so a change is never anonymous.

OverviewDocument to verified account activity
Legal Billing & Time Tracking · Process

Document to verified account activity

Each stage, the role that acts and the status it records

Process stages
9
Approval steps
1
Roles involved
3
Tables touched
10
Prepare document
Accounting Preparer
RecordsAccounting documents, Organizations
Confirm counterparty
Accounting Preparer
RecordsBusiness partners
Collect evidence
Accounting Preparer
RecordsRecord attachments, Document lines
Document to verified account activity
  1. Start
    Prepare documentAccounting Preparer
    Accounting documents
  2. Step
    Confirm counterpartyAccounting Preparer
    Business partners
  3. Step
    Collect evidenceAccounting Preparer
    Record attachments
  4. Approval
    Review revisionReview → Authorized
    Operation receipts
  5. Step
    Record journalAccounting Preparer
    Ledger accounts
Example screen with sample data

See each stage in detail

AI agent

Ask for the next record

Give each role help with records and next actions.

It can

  • Accounting Preparer: List owned draft documents with missing supporting evidence for review.
  • Accounting Reviewer: Summarize the current revision, counterparty, amount and attachments before an independent decision.
  • Finance Lead: Surface unmatched movements and unresolved operation receipts with source references.
  • Auditor: Trace a document through its decision, journal lines and account item.

Stays with a person

  • A suggested next action is not an approval or proof of posting.
  • The named reviewer decides the frozen revision; the finance team verifies persisted effects and provider evidence.
  • Keep access scoped to the user's organization.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Legal Billing & Time Tracking
  • Provider records
  • Posting results
  • Supporting files
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 15 tables
15tables
  • Accounting documents3
  • Business partners and organizations4
  • Review and evidence4
  • Journal and ledger4
  • Reconciliation4
  • Operations overview3
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Set scope

    Choose one organization, its preparers, reviewer, auditor and administrator. Confirm active membership and independent decision authority.

  2. Load masters

    Bring in partners and ledger accounts with stable codes, currency and provider identifiers. Set an opening account snapshot.

  3. Prepare a case

    Create a numbered document with counterparty, owner, amount, line detail and attachment.

  4. Rehearse decisions

    Approve an unchanged revision with a separate reviewer; reject self-approval and a changed revision.

  5. Verify effects

    Post a balanced journal and compare an exact provider movement with its source document. Leave a wrong-date or wrong-amount item open.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Legal Billing & Time Tracking.

All questions
How do I get started?

Click Get started, then use Proto to configure Legal Billing & Time Tracking for your business. Pilot one organization, a reviewed document and one account reconciliation cycle.

Who prepares accounting documents?

An Accounting Preparer owns a draft and links the counterparty, amount, lines and attachments.

Who decides a document revision?

An independent Accounting Reviewer records a decision, reason and time against the revision under review.

Can an administrator approve financial work?

App Administrator maintains organizations, partners and membership; financial decisions belong to the reviewer.

How are journal movements represented?

Debit and credit journal lines link a document to ledger accounts. Check that the legs balance and the effect is recorded.

What makes a movement match?

The account, exact amount and confirmed occurrence date must agree with the linked document.

What happens to a discrepancy?

The item remains unmatched or becomes an exception for Finance Lead investigation, with its source identifier retained.

How can an auditor review the cycle?

Auditor access follows documents, attachments, decisions, receipts, journal lines and reconciled items without editing them.

How do I plan a pilot?

Use the implementation plan and rehearse both an accepted case and a deliberately rejected case.

Set up Legal Billing & Time Tracking your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

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How to get started

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