LawBillity
Legal time and billing, trust accounts, LEDES, and UTBMS codes
LawBillity includes everything in Time Tracker Premium, plus the tools law firms need: trust accounts, LEDES and LSS billing, UTBMS codes, and conflict checks. Every article on this page applies to your plan, on the web and in the mobile app.
Your plan
Start here
First-Time Setup Wizard (Admin Guide)Walk through each setup step so your team can start tracking time right away
Managing Trust Accounts (IOLTA)Track client trust fund balances and apply trust payments to invoices
LEDES & LSS Billing FormatsExport invoices in the standard electronic formats required by corporate legal departments
How to Create a New InvoiceTurn unbilled time and expenses into a professional invoice in a few clicks
Only on LawBillity
On the web
Getting Started
Tracking Time
- How to Enter Time on the Weekly Timesheet
- How to Enter Time on the Daily Timesheet
- How to Use Timers (Start, Pause, Stop, Save)
- Timer vs. Time Card: Which Should I Use?
- How to Enter Time for a Previous Day
- Using Copy Last Timesheet
- Understanding the Timesheet Totals Bar
- Viewing Other Users’ Timesheets (Admin/Manager)
- Week Navigation and Payroll Period View
- Customizing and Printing Timesheets
- Using the Time Tracker Calendar
- Syncing with Google Calendar or Outlook
- Importing and Exporting Calendar Events (.ics)
- Chrome Browser Extension
- Outlook Add-in for Time Tracking
- Editing, Deleting, or Taking Back a Time Entry
Time Off
Approvals
Customers and Projects
- How to Create a New Client
- Setting Client Billing Rates and Overrides
- Using Activity Groups with Clients
- Managing the Client List
- How to Create a New Project
- Project Billable Types: Hourly, Flat Fee, and Contingency
- Managing Project Access and Team Members
- Setting Up Project Estimates and Budgets
- Using the Project Tracker
- Understanding Non-Project Related Entries
Expenses
Invoicing and Payments
- How to Create a New Invoice
- Selecting Entries for an Invoice
- Understanding Billing Statuses: UnBilled, Pre-Billed, and Billed
- Why Does My Invoice Show $0.00?
- Finalizing and Sending an Invoice
- Recording Client Payments
- Creating Billing Adjustments
- Using the Invoice Tracker
- Client Statements
- Setting Up Online Payments (Stripe, LawPay, CPACharge)
- Configuring the Client Portal
- Setting Up Your Invoices: Logo, Template, Late Fees, and Discounts
Scheduling
Reports
Users and Permissions
Settings and Notifications
- Updating Your Firm Information
- Configuring Time Tracking Settings
- Enabling Two-Factor Authentication (2FA)
- DCAA Compliance Settings
- GPS Tracking & Geofencing
- Managing Custom Lists (Activities, Expense Categories, etc.)
- Setting Up Activity Groups
- Using Screen Announcements
- User Achievements & Gamification
- Locking Time Entry Periods
- Configuring Firm Notifications
- Managing Your Personal Notification Settings
- Managing Your Subscription
- Adding More Users: User Seats
- Activating Your Subscription After a Free Trial
- Canceling Your Subscription
- Exporting All of Your Firm's Data
- Importing Users, Clients, and Projects from a Spreadsheet
- Renaming Clients, Projects, and Other Terms (Term Settings)
- Typing Descriptions Faster with Auto Text
Troubleshooting
Integrations
Your plan connects to QuickBooks Online, QuickBooks Desktop, and Clio.
- Connecting QuickBooks Online: Setup and Linking
- Connecting QuickBooks Desktop with the Web Connector
- Clio Integration
- My Integration Isn't Syncing: Finding and Fixing a Failed Sync
- Integrations Overview: Which Ones Work Together and How They Connect
- How Syncing Works: Sync Queue, Sync Log, and Auto Sync
- QuickBooks Online: What Syncs, Settings, and Fixing Errors
- Running and Scheduling the QuickBooks Web Connector
- Switching from QuickBooks Desktop to QuickBooks Online
In the mobile app
The Time Tracker app for iPhone and Android works with your plan. Sign in with your Time Tracker email and password.
Getting Started
Tracking Time
Expenses and Invoices
Schedule and GPS
Settings and Troubleshooting
Still need help?
Email support@ebillity.com or call 1-800-851-0992, Monday to Thursday 9:00 am to 6:00 pm ET and Friday 9:00 am to 4:30 pm ET. Not sure which plan you have? Open Settings and look at the Firm (or Company) Information page. Your plan name is at the top.