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- Legal Billing & Time Tracking
- Who it's for
- Single legal practice
Single legal practice
The Accounting Preparer can keep the practice’s source documents, line detail and attachments together under one organization. An Accounting Reviewer checks each revision independently. The Finance Lead then follows account movement and unresolved receipts, while the Auditor can inspect the recorded chain without changing it.
How Legal Billing & Time Tracking is set up for you
Document ownership
Assign each request to a named Accounting Preparer and the appropriate organization before it enters review.
Independent decision
Have an Accounting Reviewer check the frozen revision and supporting evidence; retain the decision and reason.
Account evidence
Follow journal lines, operation receipts, provider movements and dated snapshots back to the source document.
The Accounting Preparer can keep the practice’s source documents, line detail and attachments together under one organization. An Accounting Reviewer checks each revision independently. The Finance Lead then follows account movement and unresolved receipts, while the Auditor can inspect the recorded chain without changing it.
For a single practice, start with one active counterparty and one account whose opening snapshot is known. Prepare a document for a routine operating payment, attach its support and have another person decide it. Check that the debit and credit lines share the authorized document. Bring one provider movement with the expected amount and date, then one with a different date. The Finance Lead can keep the second item open while the Auditor traces both decisions back to the document number.
Before expanding, agree who corrects counterparty details, who investigates a receipt marked for review and who may decide an accounting revision. The administrator maintains membership, while financial authority stays with the reviewer. Keep the source document number visible when the Accounting Reviewer asks why a movement was matched or left open. Use the [implementation plan](/legal-billing-time-tracking/implementation) to stage imports and the [account reconciliation process](/legal-billing-time-tracking/processes/account-reconciliation) to check the first period.
Features to start with
Roles on the team
- 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.
- Accounting Preparer
- Prepare assigned operational records and execute eligible reviewed actions. Own organization and draft scope only; accepted, posted and recorded evidence is read-only; guarded workflows authorize every transition.
- Finance Lead
- Own the account review policy and investigate financial exceptions across the assigned organization.
Set up Legal Billing & Time Tracking your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.