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Billing Team SOP Playbook
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.