BillingTrack

Select the insurance client matter.

Input time entries using UTBMS activity and task codes.

Run the LEDES validation tool to check for errors.

Export the .txt LEDES file.

Upload directly to the insurer's billing portal.

Deposit retainer into the Trust Account module.

Log billable hours against the matter.

Generate a 'Pay from Trust' invoice.

Execute the internal transfer from trust to operating ledger.

Generate a reconciliation report for the month-end audit.

Associate logs into the BillingTrack mobile web interface.

Selects active matter from the dropdown list.

Starts a real-time timer while attending a hearing.

Stops timer and adds a description of services.

Partner reviews and approves the entry from the desktop dashboard.

Upload a CSV of monthly filing fees.

Map the 'Matter Number' column to internal BillingTrack matter IDs.

Bulk assign expenses to respective client accounts.

Include these expenses automatically in the next billing cycle.

Analyze expense-to-income ratios via the reporting dashboard.

Clean legacy spreadsheet data.

Use the BillingTrack import tool to map client names and balances.

Set opening balances for all active matters.

Assign historical time entries to the 'Archived' status for reporting.

Initiate live billing for the current period.

Set a 'Budget Limit' alert on a specific matter.

Enable notifications for when 80% of the budget is reached.

Monitor the real-time 'Budget vs. Actual' report.

Notify the client or adjust staffing before the cap is exceeded.

Generate a final invoice that respects the hard cap.

Filter all records by the specific client and date range.

Generate a detailed ledger including all time descriptions and modifications.

Export the audit trail showing user timestamps for each entry.

Provide a PDF summary and supporting data to the auditor.

Log the audit event in the system notes.