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
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Active Matters

This Week
HOURLY
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
FAQ

Questions legal firms ask

Common questions from law firms about matter management, billable time, and compliance.

Industries We Serve

Built for service businesses with different delivery models

From IT and consulting to legal and accounting firms, CrmLeaf PSA adapts to how your teams plan work, allocate resources, and bill clients across recurring and project-based engagements.

IT & Managed Services

Manage SLA-based delivery, recurring retainers, and technical projects in one pipeline.

SLA Ready

Consulting & Advisory

Coordinate consultants, utilization, and milestone billing across multi-client programs.

Advisory Flow

Audit, Tax & Accounting

Plan seasonal workloads, monitor deadlines, and bill mixed fixed-fee and hourly engagements.

Compliance Focus

Legal Firms

Manage case timelines, client communication, and matter-based billing with full audit trails.

Matter Tracking

Staffing Agencies

Handle recruiter pipelines, contractor allocations, and multi-client staffing engagements with confidence.

Placement Ops
See how each business model uses CrmLeaf PSA

Capture every billable hour, on every matter, automatically.

Start your 14-day free trial and see time, billing, and matter status in one platform.

Start 14-Day Free Trial Book a 30-min Demo