Practice Areas
Flat fees, hourly billing, contingency, retainers held in trust, escrow at closing — every practice area runs on a different financial engine. We know the accounting that each one demands.
Revenue arrives in waves, sometimes years after the work. Case costs advanced on behalf of clients must be tracked by matter, and settlements move through trust before disbursement.
Accounting focusCase-cost tracking, settlement disbursement through trust, and cash-flow planning between recoveries.
Retainer-driven billing with funds held in trust until earned, frequent replenishment, and emotionally difficult collections make disciplined trust accounting essential.
Accounting focusRetainer and IOLTA management, evergreen retainer monitoring, and receivables control.
Flat fees dominate, and state rules differ on when a flat fee is earned. Getting earned-versus-unearned classification right protects both your revenue and your license.
Accounting focusFlat-fee revenue recognition and unearned-fee handling under state bar rules.
Flat-fee planning packages run alongside hourly probate work that can involve estate funds. Two billing models under one roof call for clean per-matter economics.
Accounting focusPackage pricing profitability, estate fund handling, and matter-level margin tracking.
Sophisticated clients expect sophisticated operations. Retainers, project fees, and long engagements deserve the same financial rigor you bring to your clients' deals.
Accounting focusEngagement-level profitability, realization analysis, and pricing strategy.
Closing-driven volume with escrow and client funds moving constantly. Per-closing economics and airtight escrow reconciliation keep a cyclical practice steady.
Accounting focusEscrow and trust reconciliation, per-closing profitability, and planning for market cycles.
High volume, flat fees, and payment plans. Small per-case margins mean profitability lives or dies on tracking and collections discipline.
Accounting focusPer-case profitability, payment-plan receivables, and volume reporting.
Long matters build work-in-progress and receivables for months before revenue lands. Realization — the gap between hours worked, billed, and collected — defines firm health.
Accounting focusWIP and receivables monitoring, realization reporting, and matter budgeting.
A mix of hourly defense work, contingency plaintiff matters, and rate pressure from institutional clients requires careful tracking of what each engagement really earns.
Accounting focusBlended fee-model tracking and client-level profitability analysis.
High-volume flat-fee prosecution and high-stakes hourly litigation are two different businesses. Each side needs its own profit lens.
Accounting focusSeparate profitability tracking for prosecution and litigation work.
Don't see your practice area? If your firm bills clients and holds funds in trust, the fundamentals are the same — and we can likely help. Reach out and tell us how your practice works.
Tell us what kind of law you practice and how you bill. We'll show you exactly what your books should look like.
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