Matter and client billing
Set fixed or capped fees per matter, application, or dispute stage for predictable client billing.
Billing and invoicing for IP matters
Matter-aware billing for IP practices—retainer, matter-based, and hourly models with client invoices and practice reporting.
How does billing connect to IP matters?
The billing module ties invoices and fee structures to trademark and IP matters rather than acting as a generic accounting ERP. Practices can use fixed or capped fees per matter stage, retainers, and billable hours logged against client work, then report on collection and realization where enabled on the plan.
IP practice billing
Billing models supported
Matter-aware billing for IP practices—not a generic accounting ERP.
Retainers and recurring billing
Manage retainer agreements, advance deposits, and balance drawdowns across portfolios.
Hours and rate capture
Log billable hours against client matters with customizable fee rates per practitioner.
Practice reporting
Generate reports on realization rates, pending invoices, revenue per client, and fee collection efficiency.
Related pages
Continue with related Legal Lumo capabilities and supporting documentation.