MatterZap keeps time, costs, prebills, invoices, fund records, payment records, and receivables tied to the matter. See what changed, what is ready to bill, and what needs follow-up without piecing the story together across practice-management screens, accounting handoffs, and email threads.
Continuity between records
In MatterZap, time and cost entries keep their matter context as they move through prebill review and invoicing. Linked payment records and receivables keep the same matter-to-cash path visible, so the next person does not have to rebuild the billing story.
The same posted time or cost entry keeps its matter and timekeeper context through prebill approval and invoice review. Matter, entry, invoice, and fund-ledger views update as saved records change.
Inside the workflow
MatterZap keeps matter and billing context visible as work moves through billing and payment follow-up, so partners, attorneys, and billing staff can act from the same current records.
Open the matter to see its details, time and cost entries, invoices, and operating and trust fund records together. Check current status without asking someone to assemble it from separate views.
Post draft time and costs, then review the linked entries in a prebill. Matter and timekeeper context stays in view through approvals, invoice finalization, delivery, and reminder history, so review starts from the recorded work.
Review open balances by client, matter, and aging bucket, then move to invoice follow-up. For received payments, MatterZap prepares a manual QuickBooks deposit view from current allocations for an admin or bookkeeper to verify.
Shared records, clearer handoffs
Partners
See matters, unbilled work, invoices, fund records, and receivables in current shared views without waiting for someone to assemble a report.
Attorneys and staff
Record time and costs against the matter, then see that context carry into prebill and invoice review.
Billing administrators
Move entries through prebill approval, invoice delivery, reminders, receivables follow-up, and accounting review without losing the matter context.
Compare operating models
With MatterZap, daily matter-to-cash work stays visible in one focused workspace. In a typical connected stack, the same work may cross practice-management, accounting, communication, and integration boundaries.
This compares operating models at the category level. Products, packages, configurations, and integrations vary.