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- Legal Billing & Time Tracking
- Get started
Get Legal Billing & Time Tracking running in four steps.
Prepare the people and records for a first accounting cycle.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Legal Billing & Time Tracking. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Legal Billing & Time Tracking in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started and set up the organization that will own the first document. Assign separate people to preparation, review, administration and read-only audit access. Confirm each person’s active membership before importing financial records.
Prepare the first operating cycle
Collect partner and account codes, provider identifiers, an opening snapshot and one representative accounting document. Add its supporting line and attachment, then ask the independent reviewer to decide the current revision. Follow the authorized document to balanced journal lines and a provider movement on the same account.
Review before release
Rehearse a changed revision, self-approval attempt, unequal journal and wrong-date movement. Each should remain visible for correction or investigation without claiming a completed financial effect. Use the process guide and roles to assign the next action.
Set up Legal Billing & Time Tracking your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.