Matter and rate tables
Client, matter, responsible attorney, agreed rates, and billing status in one register.
Excel dashboards Services
Law firm billing breaks when time sits in email drafts and invoices are rebuilt from memory. An Excel spreadsheet for law firm billing gives solos and small firms a controlled matter ledger, rate tables, invoice drafts, and aging-without a forever per-seat billing platform. For broader Excel automation across client packs, see our Excel automation for small accounting firm.
Excel Access Expert delivers this work remotely across the United States, Canada, and the United Kingdom. Engagements are fixed-scope after a free review-projects typically start at $1,200.
Time is entered days late, so WIP and invoices understate work.
Each attorney keeps a personal rate sheet that does not match the engagement letter.
Invoice drafts are copy-pasted from last month and miss write-downs.
AR aging is a separate file that never matches the trust or operating ledger.
Nobody can answer 'what is open on this matter' without a partner meeting.
We design a fixed-scope billing workbook around your matters and rates. You own the file. Discovery starts with a free 15-minute consultation and a written quote before build.
Scoped to your workflow after a free review-not a one-size template dump.
Client, matter, responsible attorney, agreed rates, and billing status in one register.
Structured entry by matter with non-billable flags and validation before invoice draft.
Draft invoices from approved time with write-down fields partners can review.
Open balances by client/matter with aging buckets and payment logging.
Realization and open WIP views for weekly review.
Documented steps so office staff can bill without reverse-engineering formulas.
Practice-management billing modules charge monthly per user. DIY Excel works until formulas break. We deliver a fixed-scope billing system you own, typically from $1,200.
Solo and small firms that bill primarily from Excel today.
Firms that need discipline before buying full practice-management SaaS.
Firms that need conflict checks, DMS, and court e-filing in one platform.
Teams that need multi-user concurrent write at database scale-we recommend Access/SQL instead.
Already running a similar vertical? See our proven Excel spreadsheet for small clinic page for the same delivery model in healthcare.
FAQ
Find answers to common questions about our services
Bring one sample invoice week. We return a fixed-scope plan for a billing workbook you own.
Prefer to talk? Call us at +1 385 386 3860