Every dollar a client trusts you with, accounted for.
Biz magnet ties time, billing, disbursements, and trust accounting directly to the matter. Auto-reconcile accounts continuously instead of scrambling at month-end.
One Matter Number, One Continuous Data Thread.
Every transaction inherits its matter code automatically. Data flows directly from setup to invoicing without duplicate data entry.
Designed around how law firms move money.
Continuous validation ensures trust safety, automated ledger postings, and robust rate configurations.
Track active billing hours dynamically.
Timekeepers log hours directly to specific tasks using standard UTBMS / LEDES activity codes. Track progress limits and budgets live.
- Standard UTBMS/LEDES activity and task codes
- Real-time budget consumption alerts
- Partner review queue for logged hours
A pre-bill workflow partners actually trust.
Route drafts through review stages with inline corrections, track edit histories, and export instantly to LEDES formats or customized firm invoice PDFs.
- Line-level edits and adjustment audits
- Direct support for client-specific billing arrangements
- Batch generate invoices with pre-approval flags
Compliance enforced by structural guardrails.
Prevent trust overdrafts and commingling dynamically. Standardize audit-ready, 3-way reconciliation schedules directly within the core data models.
- Automatic prevention of sub-account deficit balances
- Continuous 3-way check logic across account levels
- Detailed immutable transaction journals and logs
Fully Scoped Legal Ledger Items
Reconciling trust sub-accounts used to require days of manual spreadsheet matches. With Biz magnet, it's just a report we review once a day.
Renata Ashworth — Chief Financial Officer, Marchetti & Vance LLP