Billing Team SOP Playbook

$297.00

Stop wasting hours on invoice errors, rejections, and manual compliance checks. The Smart eBill Billing Team SOP Playbook is a complete, turnkey guide designed to help your law firm’s billing team:

  • Ensure LEDES-compliant invoices every time

  • Track timekeepers, entry dates, and matter continuity

  • Streamline narrative drafting, pre-approval, and block billing

  • Detect and prevent duplicate entries and multi-matter errors

  • Handle travel, expense, and late submission issues

  • Integrate AI-assisted workflows to save time and improve accuracy

This is more than a checklist — it’s a full operational system for your billing team, incorporating best practices from Mitratech, Wolters Kluwer, and industry-standard legal billing rules.

What’s Included:

  • Step-by-step invoice preparation workflow from time entry to submission

  • Narrative drafting & pre-approval SOPs

  • Block billing, phase/task management, and matter continuity guidance

  • Duplicate time & multi-matter entries protocols

  • Travel, expense, and late invoice handling procedures

  • QA checklists, client-specific cheat sheets, and reference tables

  • Timekeeper and date tracking instructions

  • Tips for using AI to draft, review, and validate billing entries

Why It’s Worth $297:

  • Save Hours Per Month: Reduce back-and-forth corrections and invoice rejections

  • Reduce Risk: Maintain compliance with LEDES, UTBMS, and client-specific rules

  • Train Your Team: Perfect for onboarding new staff and standardizing workflows

  • Scalable & Future-Proof: Updated as industry rules, AI tools, and client requirements evolve

Turnkey Ready:
Fully actionable, with placeholders for tasks, dates, and timekeepers, so your team can implement immediately. Updated versions will be provided as workflows and best practices evolve.

Stop wasting hours on invoice errors, rejections, and manual compliance checks. The Smart eBill Billing Team SOP Playbook is a complete, turnkey guide designed to help your law firm’s billing team:

  • Ensure LEDES-compliant invoices every time

  • Track timekeepers, entry dates, and matter continuity

  • Streamline narrative drafting, pre-approval, and block billing

  • Detect and prevent duplicate entries and multi-matter errors

  • Handle travel, expense, and late submission issues

  • Integrate AI-assisted workflows to save time and improve accuracy

This is more than a checklist — it’s a full operational system for your billing team, incorporating best practices from Mitratech, Wolters Kluwer, and industry-standard legal billing rules.

What’s Included:

  • Step-by-step invoice preparation workflow from time entry to submission

  • Narrative drafting & pre-approval SOPs

  • Block billing, phase/task management, and matter continuity guidance

  • Duplicate time & multi-matter entries protocols

  • Travel, expense, and late invoice handling procedures

  • QA checklists, client-specific cheat sheets, and reference tables

  • Timekeeper and date tracking instructions

  • Tips for using AI to draft, review, and validate billing entries

Why It’s Worth $297:

  • Save Hours Per Month: Reduce back-and-forth corrections and invoice rejections

  • Reduce Risk: Maintain compliance with LEDES, UTBMS, and client-specific rules

  • Train Your Team: Perfect for onboarding new staff and standardizing workflows

  • Scalable & Future-Proof: Updated as industry rules, AI tools, and client requirements evolve

Turnkey Ready:
Fully actionable, with placeholders for tasks, dates, and timekeepers, so your team can implement immediately. Updated versions will be provided as workflows and best practices evolve.

Preflight Audit Pack