Services · Growing the firm
Past the first year, the question changes from “are the books done?” to “which work is worth doing?” Most small firms cannot answer it: billing lives in one system, the books in another, and nobody has connected them or decided what to measure. We design the financial stack, wire it together, and then read the numbers with you every month: profitability by practice area and timekeeper, realization and collection rates, cash forecasting, and budget against actual. Bookkeeping records what happened. This is the layer that tells you what to do about it.
Who this is for
What is included
Accounting, billing, and payment systems chosen for a law practice, set up in your name, and connected so an invoice, a payment, and a ledger entry agree without re-keying. If you run on BetterDocket, invoicing flows in directly.
Realization, collection, utilization, and write-offs by practice area and timekeeper, defined once and measured the same way every month.
A rolling cash forecast and an annual budget, compared against actuals each month so surprises show up early instead of in April.
A one-page report and a call to go through it: what moved, why, and the one or two decisions it points to. Fractional CFO work without the full-time salary.
How it works
Your current systems, the reports you get today, and the questions you cannot answer with them.
A one-time implementation fee and a flat monthly fee for the reporting and the review.
Systems connected, metrics defined, and the first reports built from your real history so you can see the baseline.
Report delivered, review call held, decisions logged, and the forecast updated.
On the platform
The software is a separate subscription and never required. Firms that use it get these handoffs out of the box.
Log time on the Case, turn it into a clear client invoice with due-date reminders, and record payments without moving money through BetterDocket.
See the featureSpeak with an expert
A short consultation, then a written scope and a number. No retainer, no long-term contract, and nothing starts until you approve it.
BetterDocket is not a law firm, a CPA firm, or an insurance agency, and nothing on this page is legal, tax, or insurance advice. Where a service requires a licensed professional, that work is performed by a licensed professional in your state, either on our team or through a partner we vet. Every engagement is scoped and quoted after a consultation.
Bookkeeping records transactions and closes the month. This service designs the systems the bookkeeping runs on and turns the closed books into decisions: which work is profitable, who is collecting, and how much cash the next quarter needs. Most firms pair the two.
No. We set up and connect your systems and read the numbers. The accounts, the payments, and the decisions stay yours.
Usually not. We work with mainstream accounting, billing, and payment tools and recommend a change only when something cannot be connected or cannot report what you need. Everything stays in your name.
No. The analysis is about how your firm operates. Tax positions go through the CPA and tax service, and personal or investment decisions are outside what we do.
The BetterDocket team delivers most of this work directly: the technology, web, and search work by the engineers who build the product, and the bookkeeping, tax, and payroll work by the CPA on our team. When a service requires a license we do not hold, or our team is at capacity, we bring in a vetted partner and stay your single point of contact.
Every engagement is scoped and quoted after a short consultation, and most are flat fees so you know the number before work starts. Ongoing services, such as bookkeeping or SEO, are quoted monthly with no long-term contract.
More in growing the firm
BetterDocket is not a law firm, a CPA firm, or an insurance agency, and nothing on this page is legal, tax, or insurance advice. Where a service requires a licensed professional, that work is performed by a licensed professional in your state, either on our team or through a partner we vet. Every engagement is scoped and quoted after a consultation.