For Attorneys

Invoicing Software for Attorneys

6-minute billing, matter-based tracking, retainer management — the invoicing patterns solo attorneys and small firms need, without the $89/mo practice-management-suite complexity.

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Built for Legal Billing Norms

Bar-compliant time tracking, matter-based structure, and retainer discipline.

6-Minute Billing Increments

Bar-standard billing works in 0.1-hour (6-minute) increments. CloudBooks timers round exactly this way — no fiddly math converting minutes to decimal hours.

Matter-Based Billing

Each matter has its own hours, expenses, retainer balance, and invoice history. Multiple matters per client, each tracked separately for clean bar-compliant records.

Trust Account Discipline

Track retainer balances against matters. Never accidentally bill against a depleted retainer or miss replenishment invoices. Trust accounting integrity matters.

Detailed Time Descriptions

Billable hours need narrative descriptions — 'Reviewed contract §3-5', 'Called opposing counsel re: deposition scheduling'. CloudBooks lets you log full descriptions, not just codes.

Practice Analytics

See realization rate by client, effective rate by matter type, and which practice areas are most profitable. Data your practice manager should be seeing weekly.

Bill in Client's Currency

Represent international clients? Invoice in USD, EUR, GBP — 160+ currencies. Multi-currency reporting keeps your books clean for tax and IOLTA purposes.

Multi-Attorney Practices

Add associates and paralegals as team members with individual billing rates. Track everyone's hours by matter, roll up totals into client invoices.

Log Time From the Courthouse

Court appearances, client meetings, deposition prep — hours logged from your phone the moment they end. No 'reconstruct my day' at week's end.

Retainer Balance Tracking Per Matter

Client pays a $5,000 retainer. As you log hours, CloudBooks tracks the drawdown. When the balance drops below your minimum, an auto-invoice for replenishment goes out. No trust-account surprises.

Retainer balance per matter
Auto-replenishment invoicing
Drawdown history for audits
IOLTA-friendly reporting

Retainer Balance

Retainer balance per matter

Auto-replenishment invoicing

Drawdown history for audits

IOLTA-friendly reporting

6-Minute Timer with Descriptions

Start the timer when work begins, add a description, stop it when done. Automatic rounding to the nearest 0.1 hour, formatted for state bar and client acceptance.

6-minute increment rounding
Required-description enforcement
Task code categorization (ABA codes)
One-click convert to invoice line items

6-Minute Timer

6-minute increment rounding

Required-description enforcement

Task code categorization (ABA codes)

One-click convert to invoice line items

Matter-Based Billing Structure

One client, multiple matters — each with its own scope, retainer, hourly rate, and invoice history. Bill matters separately or roll multiple matters into a single monthly statement.

Unlimited matters per client
Per-matter or consolidated invoicing
Matter-specific rate agreements
Historical matter archives

Matter-Based Billing

Unlimited matters per client

Per-matter or consolidated invoicing

Matter-specific rate agreements

Historical matter archives

Detailed Statements for Bar-Compliant Records

Generate statements showing hours worked, descriptions, dates, and running balance — the format state bars and clients expect. Export as PDF for client records or bar audits.

Bar-compliant statement format
Task-code detail on every line
PDF export for record-keeping
Consolidated statements across matters

Detailed Statements

Bar-compliant statement format

Task-code detail on every line

PDF export for record-keeping

Consolidated statements across matters

CloudBooks vs Legal Billing Alternatives

For solo attorneys who need clean billing without the full-suite overhead.

Feature	CloudBooks	Legal Suites	Excel + Bank Deposits
6-minute rounding	Automatic	Automatic	Manual math
Retainer/trust tracking	Per-matter	IOLTA integrated	Separate ledger
Matter-based billing	Built in	Built in	Manual grouping
ABA task codes	Supported	Native	Not available
Multi-attorney rates	Team member rates	Full support	Manual
Multi-currency	160+ currencies	USD-focused	USD only
Starting price	$9/mo	$59-89/mo	Free
Best for	Solo + small firms	Mid-size firms	Not recommended

“I switched from a $79/mo legal-practice suite when I realized I only used the billing module. CloudBooks handles the invoicing, retainer tracking, and matter-based structure I need — for less than my monthly coffee bill.”

Sarah Nakamura

Solo Attorney, Nakamura Law

Frequently Asked Questions

Common questions from attorneys and small firms.

Does CloudBooks support ABA task codes?

Yes — you can add ABA task codes as custom categories on time entries. Bar-formatted statements include task codes for each billable line item.

How is CloudBooks different from Clio or MyCase?

Clio and MyCase are full practice-management platforms — they include case management, document assembly, court filings, and client portals along with billing. If you only need the billing side (and use other tools for case management), CloudBooks does it at 1/6 the price.

Can I use CloudBooks for IOLTA (trust account) accounting?

CloudBooks tracks retainer balances and drawdowns per matter, which supports IOLTA best practices. For full IOLTA compliance with three-way reconciliation, most solo attorneys still use a bookkeeper or accountant — CloudBooks provides the source data cleanly.

How do I bill a corporate client through their AP portal?

Export invoices as PDF and upload to the client's AP system, or set their AP email as the primary invoice contact. Invoices are formatted to pass standard corporate AP review.

Can I write off hours before invoicing a client?

Yes. Any logged hour can be marked 'no charge' or 'write off' with a reason. Realization-rate reports show your write-offs vs billed hours — useful for pricing calibration.

How do I handle contingency-fee matters?

Track hours against the matter for internal analytics, but don't invoice hourly. When the case resolves, invoice the contingency percentage as a single line item. All the underlying hour tracking stays in your records.

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