Recurring Billing Software for Law Firms
Legal retainers function as prepaid hour banks that get drawn down as attorneys bill against them, requiring billing software that tracks drawdowns precisely and notifies clients before the balance runs dry. AgencyPro monitors retainer balances in real time, generates monthly statements showing hours consumed and remaining funds, and automatically requests retainer replenishment when the balance drops below a threshold you define.
Based on self-reported data from AgencyPro customers
Built for Law Firms
Law firms on retainer arrangements must track unused hours, evergreen replenishment triggers, and trust account compliance — recurring billing requirements that go far beyond simple subscription management. Converting hourly billing with detailed time narratives and flat-fee arrangements into predictable monthly revenue requires automated payment cycles, so your attorneys, paralegals, legal assistants, and office managers can focus on capturing detailed billable time narratives across dozens of matters while meeting ethical billing requirements instead of chasing invoices.
Recurring Billing Built for Law Firms
Why Law Firms Need Better Recurring Billing
Legal practices managing case work, client communications, document reviews, and billing across practice areas.
Evergreen retainer replenishment triggers are tracked on sticky notes — when the trust balance drops below $2,500, nobody sends the replenishment invoice until the attorney notices mid-matter
Reconstructing time narratives three weeks after the work was performed produces vague descriptions that clients dispute and bar reviewers question
Your firm runs trust account drawdowns for litigation clients and flat-fee general counsel subscriptions for corporate clients — two billing models that require fundamentally different workflows
Manual IOLTA billing creates commingling risk every month, and a single error can trigger a bar association compliance investigation
How Law Firms Use AgencyPro Recurring Billing
Automated subscription and retainer billing with payment processing, dunning management, and revenue recognition.
Watch trust account balances in real time and fire replenishment invoices automatically the moment funds drop below the contractual threshold
Produce IOLTA-compliant billing statements with date-stamped time entries, LEDES task codes, and itemized expenses formatted for bar association audit review
Run trust drawdown billing and flat-fee subscription invoicing for different client types side by side without separate systems or manual workarounds
Prompt attorneys to record time narratives daily so billing descriptions are contemporaneous, accurate, and defensible
Key Benefits for Law Firms
Legal Retainer Replenishment Billing
Automate invoicing when client retainer balances fall below a defined threshold. The system monitors trust account balances and triggers replenishment invoices, ensuring your firm always has sufficient retainer funds for ongoing legal work.
Trust Account Automated Draw Billing
Set up automated monthly billing that draws against client trust account balances for work performed. Generate detailed invoices showing hours, tasks, and expenses that will be applied against the client's retainer deposit.
Flat-Fee Legal Service Plans
Configure recurring monthly billing for flat-fee legal service subscriptions — general counsel packages, contract review retainers, and compliance advisory plans. Bill predictably for subscription-based legal services without hourly tracking.
IOLTA Compliance & Billing Tracking
Automate billing workflows that maintain IOLTA and trust accounting compliance. Generate invoices and payment records that align with bar association requirements for client fund management and trust account reporting.
How It Works
Configure Retainer Type and Trust Thresholds
Per client, select the billing model — trust account drawdown, flat-fee general counsel subscription, or hourly retainer — and set the replenishment trigger amount and billing frequency
Automate Drawdowns and Replenishment
As attorneys log time against a matter, the trust balance decreases. When it crosses the threshold, a replenishment invoice generates and sends without any manual step
Generate Bar-Compliant Billing Statements
Monthly statements export in LEDES 1998B format with task codes, detailed narratives, trust account transaction logs, and expense itemizations that satisfy both clients and regulators
Frequently Asked Questions
Can I automate trust account billing alongside monthly retainer invoices?
Set the client's trust deposit amount and replenishment threshold — $10K initial deposit, trigger replenishment at $2,500 remaining. As attorneys bill against the trust, the balance decreases in real time. When it hits the threshold, a replenishment invoice for the full deposit amount sends automatically. Trust account history is maintained for compliance reporting.
Are the billing records compliant with bar association IOLTA requirements?
Every invoice includes date-stamped time entries with detailed task narratives and LEDES billing codes. Trust account transactions are logged separately from operating account activity. Records export in LEDES 1998B format for corporate clients and are structured for bar association audit review without additional formatting.
How do flat-fee general counsel clients and hourly retainer clients coexist in one billing system?
General counsel clients pay a flat monthly fee — $5,000/month for unlimited contract review and basic corporate advisory. Hourly retainer clients bill against trust deposits based on time consumed. Both operate from the same dashboard with completely independent billing logic. Adding a new billing model for a client doesn't affect existing arrangements.
One client has three active matters — can billing be tracked per case?
Each matter gets its own billing profile. Time entries are tagged to specific matters. Invoices can be generated per matter or consolidated into a single client statement. Trust funds can be allocated at the matter level, so drawdowns for a contract dispute don't pull from the trust balance earmarked for a regulatory filing.
Recurring Billing for Other Industries
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Agency-focused project management with task boards, deadlines, team assignments, and client collaboration.
CRM Software for Law Firms
Client relationship management built for service businesses with deal pipeline, contact management, and client lifecycle tracking.
Reporting & Analytics Software for Law Firms
Real-time dashboards and automated reports covering revenue, profitability, utilization, and project performance.
Trust Account Billing That Meets the Bar
IOLTA-compliant drawdowns, automated replenishment, and LEDES-formatted statements. Bill with the precision your practice demands.