LEGAL FIRMS
Capture every billable hour, matter by matter
- Track time per matter, with hourly, contingency, and retainer billing side by side
- See which matters are profitable and which are running over estimate
- Give clients a portal for document and billing visibility
- Convert signed engagement letters directly into active matters
- Keep an immutable, timestamped record on every billing and document action
Active Matters
This WeekHOURLY
Whitfield v. Hargrove - Litigation
Lead: T. Marsh
18.5 hrs
CONTINGENCY
Delacroix Injury Claim
Lead: R. Osei
6 hrs
RETAINER
Bramwell Corp - Advisory
Monthly retainer
22 / 30 hrs
Time-to-Invoice2 days
How Legal Firms Actually Bill
Hourly per matter, contingency, and retainer - often mixed
A single firm might run hourly litigation matters, a contingency case, and retainer corporate-advisory clients simultaneously. CrmLeaf PSA tracks time per matter regardless of billing type, so associates log time the same way every time and the billing model is applied automatically based on how that matter is set up.
Where Legal Firms Lose Billable Time
Six places captures billable time and matter profitability quietly slip
PainAssociates track billable time in personal notebooks or generic timers disconnected from the matter record.
SolutionTime entry directly against the matter, tagged billable/non-billable.
PainContingency and retainer matters aren't tracked for profitability the way hourly matters are.
SolutionMargin and time tracking apply to every billing type, not just hourly.
PainEngagement letters are signed, then someone manually opens the matter in a separate system.
SolutionSigned engagement letters auto-create the matter record.
PainClients call for status updates because there's no self-serve visibility.
SolutionClient portal showing matter status and billing history.
PainConflicts of interest and staffing conflicts are checked manually.
SolutionAutomated conflict detection before a staffing commitment is confirmed.
PainDocument and billing history isn't defensible if questioned later.
SolutionImmutable, timestamped audit trail on every action.
Modules Used
Built from the CrmLeaf PSA modules legal firms use most
Time Tracking & TimesheetsClient Billing & InvoicingContracts & ProposalsCompliance & Audit TrailsClient Portal
15–20%
More billable hours captured vs manual methods
91%
Utilization visibility across associates
100%
Audit trail coverage on matter actions
2 days
Average time-to-invoice after completion
Customer Story
"[Specific pre-CrmLeaf problem]. [Specific result with a number]. [One sentence on what changed operationally]."
[Full Name] · [Partner] · [Law Firm Name] · [City, Country]
Questions legal firms ask
Common questions from law firms about matter management, billable time, and compliance.
Capture every billable hour, on every matter, automatically.
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