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U.S.-Based

Legal Billing & Time Tracking Software Development

Legal billing and time tracking software development by SoftDoes: custom systems for time capture, LEDES e-billing and compliant trust accounting.

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  • 90+

    Active Client Partnerships

  • 80+ Person

    Product & Engineering Team

  • 100%

    Your Code & IP Ownership

  • U.S.-Led

    Delivery & Accountability

We understand the challenges you're facing

Why do our lawyers lose billable hours, and why does it take weeks to turn time entries into invoices?

Delayed time entries are one of the largest sources of revenue loss in legal services. Switching tasks disrupts workflows and leads to under-recording time, and manual time logs - whether in spreadsheets or basic tracking tools - compound the problem. Law firms using automated time tracking report a 30% increase in billable hours captured compared to the traditional method of end-of-day or end-of-week reconstruction. SoftDoes builds platforms that connect every stage of billing into a single flow: time capture through one-click timers, mobile apps, and automatic time tracking from Outlook, Google Calendar, email threads, and document management activity feeds passive suggestions into daily timesheets that lawyers confirm and partners approve. Underneath, consistent data models link timekeepers and their roles to matters, standard and client-specific rate tables, billing arrangements, UTBMS task and expense codes, time entries, pre-bills, invoices, payments, write-downs, trust ledgers, and general ledger postings. Every invoice line can be drilled back to the original time entry, the approval step, and the posted accounting transaction - a traceable billing data flow that finance teams rely on for month-end close and that auditors expect to see.

Clients reject our invoices for billing guideline violations, and our trust accounting must be perfect. How do we get both right every time?

E-bill rejection rates have climbed from roughly 11% to 18% in a single year as corporate legal departments deploy AI-driven invoice review that enforces outside counsel guidelines with zero tolerance. An Aderant-ALA survey found that over 35% of firms see more than 21% of their eBills rejected or reduced. Custom legal billing software development addresses this by embedding guideline checks directly into time entry and pre-bill review: blocking block-billing, flagging banned tasks, enforcing staffing rules, catching missing billing codes, capping rates, and alerting on budget overruns - all before a LEDES file is ever generated. The platform produces invoices in LEDES 1998B and LEDES XML 2.x formats with correct UTBMS task, activity, and expense codes, and automates client-specific rule sets so billing teams aren't memorizing hundreds of guidelines. On the trust accounting side, the system maintains separate client trust ledgers by matter, runs three-way reconciliation (bank statement, trust account ledger, client matter ledgers), and enforces rules that prevent overdrawing client funds. Legal software needs to differentiate between firm operating funds and client trust funds at every level - deposits, retainer draws, transfers, and fee recognition. SoftDoes aligns these controls with ABA Model Rule 1.15, state IOLTA trust accounting rules, UK SRA Accounts Rules, PCI DSS requirements for card payments, and SOX-aligned controls where corporate legal spend is involved. Every rate change, write-down, LEDES adjustment, and trust transaction is logged with user, timestamp, and approval status, with role-based access aligned to auditor and bar expectations. Audit trails and immutable records are not optional features - they are the foundation of compliant legal billing software.

Can a new billing system connect to our matter system, accounting, and clients' e-billing portals without disrupting month-end billing?

Disrupting a billing cycle means disrupting cash flow, and no firm will accept that risk. SoftDoes designs billing platforms with an API-first architecture where the billing core exchanges data with practice management, document management, accounting, identity, and client e-billing platforms through clean, versioned interfaces. Integrations with practice management tools are essential for legal billing software - we work with stacks that include Clio, Aderant, Elite 3E, and PracticePanther for case management; QuickBooks, Xero, NetSuite, and Sage Intacct for accounting; Legal Tracker, Wolters Kluwer ELM Solutions, CounselLink, and Brightflag for client e-billing; LawPay for payments; and Microsoft 365 or Google Workspace for automatic time capture. Migration is handled with the care trust balances demand: importing open matters, rate tables, unbilled time, accounts receivable, and trust balances from legacy systems, reconciling every balance to the cent, and running parallel billing cycles for one or two months before cutting over. SoftDoes also builds status dashboards for integrations - LEDES submission status, sync queue health, payment gateway errors - so finance teams catch and resolve issues before they impact collections. Software should integrate with existing billing systems rather than forcing firms to abandon workflows that already function.

Why do lawyers hate entering time, while our billing team spends days fixing descriptions and codes?

User-friendly interfaces facilitate faster time entry and improve data capture rates - and the reverse is also true: clunky timekeeping and billing software is the fastest way to lose billable time. SoftDoes starts every project with user research: interviews and workflow sessions with partners, associates, paralegals, billing specialists, finance teams, collections staff, and (for corporate legal departments) in-house invoice reviewers. Role-specific UIs emerge from this research: attorneys get one-click timers, mobile time entry, and AI-assisted suggestions drawn from calendar events and email threads; billing staff get pre-bill review screens with bulk edits, inline guideline explanations, and smart description templates; partners get approval dashboards; finance gets WIP, AR, and write-down reporting; and clients get portals for invoice review and online payment. Real-time warnings about guideline violations appear at the moment a lawyer saves a time entry, not weeks later when the billing team discovers the problem. Keyboard-first timesheets, autosave, accessible layouts, and onboarding tours round out the UX - because better UX directly reduces missing time entries, vague narratives, repetitive tasks for billing staff, and last-minute billing scrambles that erode realization rates.

If we move to flat fees, subscriptions, or success fees, or open new offices in other countries, are we stuck rebuilding our billing again?

Legal billing software supports both hourly and flat-fee billing - but many law firms need far more than that. SoftDoes builds billing systems with modular architecture and configuration-driven rate and billing rules so new arrangements can be activated without engineering rewrites. The platform handles standard hourly billing, tiered and volume discounts, capped fees, fixed fees by phase, contingency and success fees, subscriptions and retainers, and blended rates. Extension points, feature toggles, and versioned APIs let teams bolt on new modules - budget vs. actual tracking, AI-driven matter pricing, new tax and currency regimes, or additional client e-billing connectors - without destabilizing the core billing engine. SoftDoes produces clear technical and process documentation so internal teams can add offices, currencies, tax rules, and client guideline configurations without needing vendor engineering time for every change. This is how billing software keeps pace with a growing practice instead of becoming the bottleneck.

You do the legal work. We engineer the billing that pays for it.

Custom law firm time, billing, and trust accounting systems

Custom law firm time, billing, and trust accounting systems

SoftDoes builds firm-specific billing platforms instead of forcing practices into generic billing modules, aligning the data model with your matter structures, client billing guidelines, and regional compliance rules. Core modules include active and passive time capture, expense entry, rate and discount management, a billing guideline engine, pre-bill review and approvals, LEDES and PDF invoicing, payment processing, collections tracking, trust accounting, and seamless integration with your accounting system.

  • Passive time capture that suggests billable entries from email, calendar, and document activity - lawyers confirm with a click instead of reconstructing hours from memory.

  • Real-time guideline checks (banned tasks, staffing rules, rate caps, block-billing detection) at time entry and pre-bill review, cutting invoice rejections before they happen.

  • Trust accounting with per-client ledgers, three-way reconciliation reports, and built-in overdraft prevention controls that satisfy bar auditors and protect client funds.

Corporate legal e-billing and spend management platforms

Corporate legal e-billing and spend management platforms

For in-house legal teams, SoftDoes builds e-billing and invoice review platforms that receive LEDES invoices from outside counsel, enforce billing guidelines automatically, manage budgets and accruals, and route approved invoices to accounts payable and ERP systems like SAP, Oracle, or NetSuite. Matter management, identity-based approval workflows, and BI dashboards give legal ops the data they need for informed outside counsel spend management.

  • Automated invoice review engine comparing every LEDES line against rate cards, staffing rules, and task bans, with clear adjustment reasons for each flagged entry.

  • Budget vs. actual dashboards with alerts when matters trend over budget or accrual thresholds, giving legal ops early warning instead of end-of-quarter surprises.

  • Outside counsel performance and rate benchmarking reports by firm, practice area, and region - the detailed reports legal operations leaders need for panel reviews.

AI enhanced legal billing workflows

AI enhanced legal billing workflows

SoftDoes adds AI and machine learning where they deliver measurable value: generating time entry descriptions from raw activity logs, suggesting UTBMS codes, pre-screening invoices against client guidelines, and predicting matter costs and collections. Research shows large language models can outperform experienced reviewers in invoice approval accuracy, but AI in legal billing must be assistive, not autonomous - lawyers and billing staff always approve changes, data is isolated by client, and models are tuned for legal billing language.

  • Natural-language generation that turns activity logs into clear, client-friendly time narratives ready for billing review.

  • Predictive matter pricing and budgeting based on historic tracked hours and outcome data for similar matters, helping partners model flat fee and AFA pricing with confidence.

  • Smart flags for likely e-billing rejections and write-downs so issues are fixed before submission, not discovered weeks later in a rejection report.

Numbers Don’t Lie

Recent projects showcasing how we design, engineer, and deliver production-ready software solutions.

  • Startup
  • Real Estate
2026

Our Haus AI

A finance professional turned founder built Our Haus AI, an AI-powered collaborative workspace where homeowners and contractors scope, bid, contract, and document renovation projects together. SoftDoes took her prototype and made it production-ready.
Outcome
SoftDoes hardened and secured a far-more-than-MVP platform for launch, delivering on a fast, defined timeline so a solo non-technical founder could move to production and start onboarding founding users.
  • 10XMVP scope delivered
  • 2+years Ongoing partnership
  • 1Fully owned Platform
View Full Case Study
Our Haus AI case study screenshot
  • Finance
  • Energy
2026

Deepwater Insights

Deepwater Insights delivers proprietary alternative data and niche research on the offshore drilling and energy sector to institutional investors, family offices, and high-net-worth individuals who require coverage that larger firms don't provide.
Outcome
A brand-aligned editorial platform with premium content architecture gave Deepwater Insights a professional home for its research and a direct channel to investors beyond social media.
  • 100%Brand Continuity
  • 2Platform Distribution
  • 100%Paywall-Ready Content
View Full Case Study
Deepwater Insights case study screenshot
  • Real Estate
2026

The building buyer

The Building Buyer is a Florida-based real estate investment firm co-founded by Dylan Troiano and Charles Hanlin. They acquire single-family, multifamily, and commercial properties across South Florida and beyond, with a focus on motivated seller opportunities.
Outcome
SoftDoes built a proprietary lead generation and data extraction system that replaced hours of manual research each day, freeing the team to focus on deals instead of data.
  • 18Weekly hours saved
  • 2+Years Ongoing partnership
  • 1Fully owned Platform
View Full Case Study
The building buyer case study screenshot
  • Education
  • Non-Profit
2026

WOVEN & NICE

Woven is a Spring Valley, NY nonprofit running the NICE program (New Training Inclusive Community Environment) in four Rockland County schools. Their team supports students through restorative practices, mediation, and professional development for teachers and administrators.
Outcome
A full website rebuild gave Woven a cleaner, more navigable donation experience and a stronger digital presence to support their push into new school districts.
  • 4Schools Served
  • 4Weeks to Launch
  • 1STTime on Upwork
View Full Case Study
WOVEN & NICE case study screenshot
  • Healthcare
2026

CareInTouch

CareInTouch is a Bay Area home health agency providing skilled nursing and therapy services to patients referred from hospitals and clinics. With over 100 staff, they operate in one of the most complex and compliance-driven healthcare markets in the country.
Outcome
SoftDoes built a custom compliance and billing monitoring app that eliminated missed deadlines, reduced revenue loss, and gave ownership real-time oversight of the entire care workflow.
  • 40% Reduction In Billing Errors
  • 100+Staff Operations Managed
  • 0Missed Compliance Deadlines
View Full Case Study
CareInTouch case study screenshot
  • Startup
2026

Sparkle The Cleaning Service

Sparkle The Cleaning Service is a Detroit-area residential cleaning company with 10 years in business, connecting homeowners with vetted, insured independent cleaners through a subscription-based marketplace platform.
Outcome
Launched a two-sided marketplace that removes the middleman from cleaning transactions, letting cleaners earn more while giving customers a transparent, trust-first booking experience.
  • 75% Platform Transparency
  • 2XPlatform Growth
  • 40%Higher User Retention
View Full Case Study
Sparkle The Cleaning Service case study screenshot
  • Startup
2026

DineMate

DineMate is a Maryland-based dating and connecting platform built around verified profiles, restaurant reservations, and prepaid dining experiences. Founded to bring back authenticity to how people meet and connect.
Outcome
A fully custom web app, live on AWS, replaced a stalled mobile build and gave a first-time founder a scalable foundation to pursue users, partnerships, and investor capital.
  • 60% Time Saved
  • 99%System Reliability
  • 40%Higher User Retention
View Full Case Study
DineMate case study screenshot
  • Healthcare
2026

Prior Authorization AI

Prior Authorization AI is a healthcare automation startup building AI-powered tools to streamline prior authorization for Medicare and Medicaid medical transportation providers in New Jersey.
Outcome
Replaced a 16-hour manual document collection process with an automated intake and submission pipeline, freeing the founder to focus on clinical oversight instead of clerical work.
  • 16Weekly hours saved
  • 63%Admin time reduced
  • 43%Fewer submission errors
View Full Case Study
Prior Authorization AI case study screenshot
  • Education
2026

Grand Central Language Services

Grand Central Language Services provides translation and interpretation for organizations operating in complex, multilingual environments. As demand grew, internal workflows became harder to manage. SoftDoes built a custom platform to streamline coordination, improve visibility, and support scalable operations.
Outcome
The new platform brought structure to daily operations, improving project organization, reducing manual coordination, and increasing visibility across workflows. The system now supports more reliable delivery and gives the team a foundation for growth.
  • 72%Workflow Reduction
  • 48%Coordination Reduction
  • 83%Visibility Increase
View Full Case Study
Grand Central Language Services case study screenshot
  • Healthcare
2026

FMY Orthodontics

FMY Orthodontics, a multi-location practice in West Tennessee, partnered with SoftDoes to replace a spreadsheet-based financial workflow with a custom web platform. The goal was to simplify how staff present treatment financing while allowing patients and families to review and complete decisions remotely.
Outcome
The new platform streamlined internal workflows and removed manual spreadsheet work while giving patients a more flexible, modern experience. Staff spend less time coordinating financing, and families can review and finalize plans from home with ease.
  • 60%Workflow Reduction
  • 75%Remote Adoption
  • 5Locations Aligned
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FMY Orthodontics case study screenshot
2025

Forbidden Alchemy

Forbidden Alchemy is an alternative fashion brand creating dark, provocative clothing for the metalhead community, with 10% of profits donated to mental health awareness. Its mostly mobile audience struggled with a store that was hard to navigate and weak on functionality.
Outcome
SoftDoes delivered a new UX/UI, quick access to size charts, a simple checkout, and a gothic brand identity across web and merch, turning the Shopify store into a leading destination for alternative fashion and growing revenue month over month.
  • +44%Revenue Month Over Month
  • 86%Design Satisfaction
  • 2.8XUser Retention Growth
View Full Case Study
Forbidden Alchemy case study screenshot
2025

Altera

Altera builds on decades of computational neuroscience research to create digital human beings for gaming. Backed by a $2M pre-seed round led by Andreessen Horowitz, the team needed a landing page that could explain complex agent technology to players, partners, and investors.
Outcome
SoftDoes designed a polished landing page and brand with real-time character personalization, a simplified product story, and a mobile-first layout, giving Altera a trustworthy presence and a private beta sign-up flow for investors and partners.
  • 98%Dynamic Customization
  • 100%Streamlined Navigation
  • $2MPre-Seed Round
View Full Case Study
Altera case study screenshot
  • Real Estate
2025

Brizacorp

Brizacorp manages residential properties and coordinates the staff who handle painting, cleaning, and repair requests. Its team tracked work across messengers, phone calls, e-mail, and paper planners, with no single place to manage requests or measure performance.
Outcome
SoftDoes built a web and mobile CRM with role-based panels for admins, managers, and employees, bringing requests, staff, and statistics into one system and making daily tasks faster to complete and easier to track.
  • 98%Application Stability
  • 95%Utilization Rate
  • 30%Faster Task Completion
View Full Case Study
Brizacorp case study screenshot
2025

Color & Harmony

Color & Harmony is a Kentucky-based color consulting studio led by certified color strategist Diana Cartaya. The studio needed a website that reflects its refined aesthetic, showcases its portfolio, and explains a science-based color process in simple language.
Outcome
In just 2 months, SoftDoes designed and developed a responsive website with a clear journey from first visit to booking, lifting conversions and engagement and helping the studio grow revenue from $7,500 to $25,500+.
  • 45%Conversion Rate Increase
  • 50%Higher User Engagement
  • 2Months to Launch
View Full Case Study
Color & Harmony case study screenshot
2025

The Modern Gentlemen

The Modern Gentlemen sells premium men's skincare featured in Men's Health, GQ, and Men's Journal. Its customers wanted an efficient routine, but generic product suggestions and limited skincare knowledge made choosing the right products hard.
Outcome
SoftDoes redesigned the store around personalization, with a skin quiz, AI-powered product recommendations, and a tiered Prestige Points rewards system, creating a mobile-first experience that lifted conversions and repeat business.
  • 30%Increase in Conversions
  • 25%Higher Customer Retention
  • 92%Mobile Purchases
View Full Case Study
The Modern Gentlemen case study screenshot
2025

OQ Technology

OQ Technology connects IoT devices, machines, and people anywhere on the planet through its satellite network, serving energy, maritime, logistics, agriculture, and mobile operators. Its website made it hard to explore products and reach pricing plans.
Outcome
SoftDoes redesigned the platform with clearer navigation, focused Lite to Enterprise plans, an ROI calculator, and dedicated flows for businesses, individuals, and operators, making the choice easier for users and boosting sales.
  • 4Pricing Plans Clarified
  • 3Dedicated User Flows
  • 1Unified Platform
View Full Case Study
OQ Technology case study screenshot
  • Real Estate
  • Finance
2025

Stay Vest

Stay Vest is a private real estate investment firm that acquires, renovates, and operates boutique hotels for cash flow, tax benefits, and equity gain. It needed a platform that explains its strategy and earns the trust of passive investors.
Outcome
SoftDoes designed a premium, responsive web platform presenting the investment strategy, property portfolio, team, and key operating metrics, with an "Invest with us" form that turns interested visitors into qualified investor leads.
  • 1,500+Guest Stays
  • 200+Rooms Managed
  • 5States Covered
View Full Case Study
Stay Vest case study screenshot
2024

Bokeyno Motorsports

Bokeyno Motorsports is the leading mobile installer of vertical doors for high-performance cars. This Shopify website isn’t just about services—it’s a bold statement of power, style, and expertise. With a sharp layout, strong visuals, and real-world case studies, the site delivers all the information car enthusiasts need to book confidently and instantly.
Outcome
With a mix of dynamic layouts, curated gallery sections, and fast-loading interactions, we kept the user journey focused on action—whether it’s learning about supported models or requesting a quote.
  • 54%Booking Requests
  • 43%Lead Conversion
  • 32%Qualified Inquiries
Bokeyno Motorsports case study screenshot
2025

ai document processing platform

A comprehensive talent solution designed to help companies attract, hire, and retain top talent more effectively. The platform combines AI-powered recruitment technology with employee financial wellbeing programs, enabling smarter hiring decisions while supporting employees’ financial stability and long-term engagement.
Outcome
The new software significantly reduced staff steps for presenting and managing patient financing, replacing a manual workflow with a single streamlined system and improving clarity for both staff and patients.
  • 62%Faster Processing Time
  • 78%Less Manual Work
  • 35%Improved Accuracy
ai document processing platform case study screenshot

WHAT CLIENTS SAY

Independently verified reviews from real clients on Clutch.co

FMY Orthodontics

Client Story

Real feedback from

FMY Orthodontics

“Their perseverance and solution-oriented mindset. SoftDoes consistently found ways to make things work, added features we had not originally envisioned, and never became frustrated. It felt like working with a true partner who cared about the success of our practice.”

Dan Merwin

DDS, MS -- President, FMY Orthodontics

Prior Authorization AI

Client Story

Real feedback from

Prior Authorization AI

“Every time I sent a request, if there was anything that didn't work, they were able to turn it around quickly. Even when there were no updates yet, they always reached out to let me know they were working on it.”

Joseph Oluwo

Founder of Prior Authorization AI

WOVEN

Client Story

Real feedback from

WOVEN

“What stood out most was their commitment to understanding our needs before presenting solutions.”

Danna Pastran

Administrative Operations Manager, WOVEN

Grand Central Language Services

Client Story

Real feedback from

Grand Central Language Services

“The site performs as intended and provides the foundation for our company's digital presence.”

Joe Goldstein

QA Manager, Grand Central Language Services

DineMate

Client Story

Real feedback from

DineMate

“They go above and beyond.”

Eric Snead

CEO, DineMate "Dating Connecting Platform"

Why they Choose SoftDoes

  • SoftDoes projects are led by senior engineers and architects who have shipped billing and accounting systems where trust ledgers, accounts receivable, and general ledger postings must balance exactly. They can read outside counsel guidelines, engagement letters, LEDES and UTBMS specifications, and bar trust accounting rules and translate them into entities, workflows, validations, and reports that finance teams can rely on. Client stakeholders - partners, CFOs, billing managers, legal operations directors - talk directly with the engineers who understand rate rules, alternative fee arrangements, LEDES file structures, trust ledger design, and accounting implications. Fewer layers means fewer translation errors, especially when discussing details like mid-matter rate changes, split billing, capped fees, or trust transfers.

  • SoftDoes phases legal billing projects so they never disrupt cash flow: for example, releasing time capture and pre-bill review first, then LEDES invoicing and e-billing submission, then trust accounting and payments, and finally analytics and profitability dashboards. Written specifications and acceptance criteria are tied to real billing scenarios - hourly with cap, fixed-fee with overage, split billing, trust transfers - and regular demos use test matters with sample invoices and rate tables. SoftDoes coordinates with practice management vendors, accounting teams, payment providers, and client e-billing platforms to manage dependencies like API limits, cutover windows, and tax setups. Predictable delivery around month-end and year-end cycles is treated as a non-negotiable constraint in every project plan, because a missed billing window means delayed revenue.

  • Architectural choices matter years after launch. SoftDoes builds modular services for time capture, rating, invoicing, e-billing, payments, and trust, each with documented APIs and clear domain boundaries. Logging and monitoring ensure every LEDES file, payment transaction, trust movement, and integration sync is traceable, with dashboards and alerts for failures or imbalances flagged the same day. Engineering practices include peer code reviews, automated test suites for rate calculations, tax and currency logic, trust protections, LEDES validation, and CI pipelines with security scanning. This foundation lets firms add more timekeepers, offices, practice areas, billing codes, and clients with different billing rules without re-platforming - the system scales with the practice.

  • SoftDoes hands over systems with clear admin consoles where billing and finance super-users can manage rates, client billing guidelines, invoice templates, approval flows, tax rules, expense codes, and user roles without writing code or filing a support ticket. Onboarding includes playbooks for month-end billing, trust reconciliation runbooks, checklists for LEDES submission, and training sessions for lawyers, billing staff, and in-house reviewers. Architecture and documentation are designed so internal IT can monitor integrations, deploy updates, and troubleshoot with confidence. Ongoing partnership is available - but the client is never locked into calling SoftDoes for every new rate table, office, or guideline rule change.

How we work with your quality team

This is how SoftDoes partners with you from first conversation through long term support.

Deep discovery of your billing cycleSoftDoes starts by walking through an actual month-end billing cycle and trust reconciliation with your team, mapping every step and exception. Discovery workshops include partners, associates, paralegals, billing specialists, finance staff, collections, and IT - plus a review of rate tables, AFA templates, client billing guidelines, LEDES rejection reports, unbilled WIP, attendance reports, trust reconciliation reports, and current tools. The outcome is a prioritized requirements map and backlog aligned to the real-world billing pain points and compliance needs your firm faces today.
UX and architecture for billing workflowsSoftDoes combines UX research with systems architecture to design flows for lawyers, billing teams, finance, and clients before writing production code. Deliverables include wireframes or clickable prototypes for time entry screens, passive time suggestion views, pre-bill review interfaces, invoice builders, e-billing status dashboards, trust ledger screens, collections dashboards, and client portals - all tested with actual users from the firm. Early architecture work covers data models for time, rates, invoices, payments, trust, and GL mappings, integration diagrams, and a security, PCI, and trust control review so the design respects attorney-client privilege, segregation of duties, and bar rules from day one.
Engineering, testing, and data migrationEngineering happens iteratively, with short cycles and frequent demos so billing teams can test flows on real-looking matters early and catch issues before they compound. Automated tests cover rate logic, taxes, currency conversions, LEDES line formatting, guideline rules, and trust accounting constraints - automated invoicing reduces billing errors significantly when the test suite catches them in CI rather than in production. Data migration tasks include importing clients, matters, rates, time entries, AR, and trust balances from legacy systems, reconciling every balance, and running parallel billing cycles to prove accuracy before switching off old tools. User acceptance testing uses real-world scenarios: a mid-matter rate change, a capped matter hitting the cap, a rejected LEDES invoice, a trust transfer to pay fees and costs, a write-down approval, and a multi-currency invoice.
Support, enhancements, and profitability analyticsAfter launch, SoftDoes provides support with extra coverage around month-end and year-end billing periods, plus quick response to any issue affecting invoices, payments, or trust balances. Monitoring covers e-billing submissions, payment gateway performance, trust reconciliation checks, and integration job health, with alerts to both SoftDoes and client teams - automated payment reminders and collections features help manage accounts receivable effectively from the start. An optional enhancement roadmap can include AI-driven time capture, pricing tools for AFAs, new client e-billing connectors, multi-currency support, and advanced features for profitability analytics. Periodic review sessions with partners, finance, and legal ops examine realization, collections, and profitability data - and adjust both processes and software configuration to boost productivity and capture more billable hours over time.

Frequently Asked Questions

Everything you need to know about working with SoftDoes. Can’t find an answer?

Does the software support LEDES and client e-billing platforms?

Yes. The platform generates LEDES invoices - including LEDES 1998B and LEDES XML 2.x - with UTBMS task, activity, and expense codes, and can submit them to client e-billing platforms through their APIs or file uploads. Client billing guidelines are validated before submission: rate deviations, staffing violations, banned tasks, block-billing, and missing codes are caught at pre-bill review so invoices are clean when they reach the client. Billing teams can track submission status, rejections, and reductions by client and matter type, enabling quick follow-ups and trend analysis. Regular compliance audits are built into the workflow so legal billing software meets standards consistently.

How do you handle trust accounting safely?

Trust accounting is built with separate client ledgers per matter, rules that block overdrawing a client's funds, approval workflows for transfers, and built-in three-way reconciliation reports. The system aligns with ABA Model Rule 1.15, state IOLTA rules, and UK SRA Accounts Rules where relevant - with the firm's finance team and bar guidance controlling the exact procedures and thresholds. IOLTA compliance is critical for legal software handling client funds, so the platform prevents commingling of earned fees and unearned retainers at every step. Card payments and online payments are integrated so processing fees are never deducted from trust funds, and trust accounting features support audits by providing clear transaction histories.

Can the platform support flat fees, contingency, and other alternative fee arrangements?

Yes. Billing arrangements include hourly with caps and discounts, fixed fees by matter or phase, subscriptions and retainers, contingency and success fees, and blended or collar structures. Time entries are still recorded even when clients pay a flat fee, so partners can analyze profitability by matter, phase, and team member - keeping track of the real cost of every engagement. Budgeting and pricing tools use historic matter data to help partners model AFAs and monitor performance against agreed fees, turning time management data into strategic insight.

How do you keep billing and client data secure?

Legal data is protected by attorney-client privilege and requires robust security measures at every layer. Core practices include encryption at rest and in transit, SSO and multi-factor authentication, role-based access control for rates and financial data, segregation of duties, card tokenization via PCI DSS-aligned payment processing, and comprehensive audit logs. Security measures must include role-based access control and encryption - we work with client security and finance teams on threat modeling, penetration testing, data retention policies, and audit needs for both law firm and corporate environments. Alignment with standards like SOC 2, GDPR, and ISO 27001 is maintained where applicable.

Who owns the source code, data, and intellectual property?

Clients own their custom legal billing software codebase, configurations, billing rules, and all client, matter, and billing data by default - unless a different model is agreed in writing. SoftDoes documents the use of any third-party libraries, payment or e-billing services, and internal frameworks so ownership and licensing are transparent from the start. Handover includes source repositories, build and deployment pipelines, infrastructure definitions, admin documentation, and data export formats so the client has full control of their software and data.

What kind of support do we get after launch?

Support options range from a short "hypercare" period covering the first billing cycles through ongoing managed support agreements tailored to billing-critical operations. Incidents affecting invoicing, payments, or trust balances are prioritized above all else, and minor enhancements or new client guideline rules are handled within support or small projects. Free trials of new features or modules can be arranged where appropriate, and SoftDoes monitors e-billing submission success rates, payment errors, reconciliation exceptions, integration job health, and uptime SLAs alongside client teams.

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This is a no-pressure, 30-minute conversation. We will talk through what you are building, identify risks or unknowns, and outline what it would take to do it right.

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