What LexTB does

Everything a small firm needs to record its work, bill it and be paid, and nothing it does not.

Log work

Getting the work down should take seconds, not a ritual.

One grid for time, expenses and flat fees: pick the matter, type, press Enter for the next line, save them all.
Saved Items for the things you bill again and again, with their usual rate and billing category.
Standard Steps: the usual steps for a kind of matter, planned as a To Do list that you tick off as Done.
Rates from the matter, the client or the firm, whichever is most specific.
A search across clients, matters, invoices and work from any page.

A matter's page is its history.

Every matter shows its work grouped by invoice, with hours, fees and expenses totalled.
A Work Summary you can print or send as a PDF for any dates you choose, with nothing internal on it.
Matters that close when they are done, and matters that stay open for the work that never ends.
A Conflicts Check across clients, matters, related parties and notes, printable as your record.

Clear for the client, careful for you.

Drafts built from finished work. Edit a line and the work behind it changes with it, so the two never disagree.
Your letterhead and logo, payment terms, a PO number, and a category summary for your books.
Print, download a PDF, or email it with the PDF attached, from the invoice itself.
A warning, never a block, when the same work looks like it is billed twice.
No charge lines that keep the hours on the page and the amount at zero.
Retainer applied and credits, shown clearly on the invoice.

Know what is owed and nudge it along politely.

Record a payment in a click, in full or in part. Status follows from the balance.
Receivables: totals by how late they are, then each client's unpaid invoices.
A reminder for everything a client has past due, written for you to read, edit and send, with the invoices attached.
A client statement: open invoices, the total due, and recent activity.
Money on account: record a retainer or an overpayment and apply it to an invoice with one tick. It is a record, not a trust ledger.

Nothing is locked in.

Reports for your accountant: invoices issued and money received, for any dates, as files that open in Excel.
Download everything, any time: plain spreadsheet files and a complete copy of your firm.
Every change is recorded, with who made it and when, and that record cannot be edited.
Nightly backups, and your firm can be restored to any moment in the last 30 days.

LexTB is open by invitation while we welcome our first firms. Tell us about your practice and we will be in touch.