Use cases
How a working day runs, step by step.
A corporate retainer, month after month
Agree a fixed monthly fee, bill it on schedule and record receipts net of TDS.
- Send the client a fixed-fee estimate
- Set a monthly recurring fee note for the agreed fee
- A draft fee note is ready each month for you to review and send
- Record the payment net of the TDS the client deducted
Hourly advisory billed from time
Time logged against a client becomes fee note lines.
- Log time per client with the timer
- Convert unbilled time into fee note lines
- Review the fee note and send it
- The time entries are marked as billed against that fee note
- Record the payment when it arrives
A litigation matter on a project
Keep a matter's time on one project, with the court and case number on each fee note.
- Open a project for the matter under the client
- Log time against the project with the timer
- Turn that time into a fee note, which is filed on the same project
- Type the matter reference, court or forum and case number on the fee note
- Track what the client has paid
Year-end hand-off to the CA
Give your CA what they need without emailing files back and forth.
- Check the TDS your clients deducted, by client and section
- Invite your CA with a read-only seat
- Download the hand-to-CA bundle for the year
- It holds fee note PDFs, client statements, the day book and the outstanding list
- Your CA reviews the books and reports without changing them
A reminder for an overdue fee
Email an existing client about an unpaid fee note, with late fees left off.
- Choose the reminder days before and after the due date in invoice settings
- Leave the late fee off, which is the default
- A reminder email goes out on those days while the fee note is unpaid
- An address that bounced or complained is not emailed
- Once you record the receipt, no further reminders go out
A firm with a clerk entering receipts
Let a clerk record receipts while deleting entries stays with the owner.
- Invite the clerk to the team as an assistant
- An assistant can add and edit entries, fee notes included
- Deleting records stays with the owner, which is the default
- The clerk records each receipt net of any TDS the client deducted
- A partner reviews the receipts in the books
Billing a matter in stages
Bill an accepted estimate in parts as the work moves, never past the agreed total.
- Send the client an estimate for the agreed fee
- The client accepts it on a private link by typing their name
- Raise a fee note against the estimate for part of it or for a fixed amount
- Describe the stage of work on the line, such as drafting or filing
- Each new part shows what is left to bill, and billing past the total is blocked
Clients see their fee notes on a private link
Share one link where a client sees what they owe and what they have paid.
- Create the client's private link from their ledger
- Share it on WhatsApp from your own number
- The client sees open fee notes, recent payments and the balance due
- When your UPI ID is set, open fee notes show a UPI pay-now link
- Record the payment when it reaches your bank
Matching client receipts with the bank
Fees that land in the bank are matched to the receipts you recorded.
- Import the bank statement as a spreadsheet or PDF
- Review the suggested match for each credit
- Accept the matches that are right
- See which statement lines have no match yet