The challenge
Advisory work is billed last and remembered worst. By the time the fee note is raised, the call it relates to is a month old and the only evidence is whatever someone wrote down at the time.
What follows is familiar: a quarter of recall, a discount to end the argument, and a client who is not sure what they paid for. None of it is a billing problem. It is a recording problem that surfaces at billing.
The system
- 01
The engagement is written down once
Scope, basis and the fee-earners on it are set when the matter is opened, so the terms are not reconstructed from a call.
Case Management → - 02
Billing reads the matter
Invoices are raised against the client with line items and tax, generated as a PDF, with payment status tracked from the link. Invoicing against an individual matter, and time capture, are on the roadmap.
Billing & Tasks → - 03
Currency and tax follow the engagement
The invoice format, currency and tax treatment are properties of the engagement — not a template with one country baked into it.
Billing & Tasks → - 04
The client sees the fee note in context
The invoice reaches the client in the portal, beside the matter it belongs to, rather than as an attachment with no history.
Client Case Portal →
What changes
- Fee notes are assembled, not remembered
- A query is answered from the matter in minutes
- Cross-border engagements bill in their own currency and tax format
- Work in progress is visible before it becomes a write-off
