WIP and billing
Review fee-earner work, disbursements, rates, narratives, tax treatment, write-offs, and invoice readiness.
- WIP review
- Draft invoices
- Billing evidence
For Finance Teams
Law Firm Financial Operations for Finance Teams
Connect WIP, invoicing, debtors, receipts, suppliers, business accounting, and trust-control evidence to the matters and people behind each transaction.
Matter-linked finance WIP and debtors Business/trust separation Reconciliation workflow
Finance Workspace
Move from transaction capture to reviewable financial control.
Finance teams need both the accounting record and the operational context that explains it.
Debtors and receipts
Monitor outstanding invoices, allocations, proof records, payment status, and follow-up context.
- Ageing
- Receipt allocation
- Payment status
Business accounting
Coordinate banking, expenses, suppliers, journals, tax records, and management reporting.
- Banking
- Supplier control
- General ledger
Trust control
Review client balances, bank reconciliation, transfer evidence, exceptions, and responsible approvals.
- Trust creditors
- Reconciliation
- Approval records
Control Cycle
Capture, review, post, reconcile, explain.
The finance cycle is complete only when variances and exceptions are resolved against canonical records.
Capture
Record authorised work, disbursements, invoices, receipts, expenses, and movements against the correct records.
Review
Validate completeness, authority, tax treatment, supporting evidence, and accounting classification.
Reconcile
Compare bank, ledger, WIP, debtor, trust, and control balances; investigate every material variance.
Report
Present definitions, periods, sources, exceptions, and responsible owners alongside material figures.
Finance Authority
Every financial action needs the right scope and state.
Client input, route access, or a UI control cannot grant authority to a firm, branch, matter, ledger, bank account, or transaction.
Re-authorise the firm, branch, client, matter, ledger, and transaction before reading or changing financial data.
Retries should not create duplicate invoices, receipts, journals, transfers, or provider requests.
Pending, failed, unreconciled, reversed, and provider-unavailable states remain visible until resolved.
Issued, posted, paid, approved, and audited events should preserve the history needed to explain them.
For Finance Teams FAQ
Frequently Asked Questions
Questions about finance roles, WIP, debtors, trust controls, reconciliations, and reporting.
Can a finance user change any matter or ledger?
No. Financial access should follow the firm's verified role, capability, branch, matter, ledger, and transaction authority.
Does a payment-provider success screen prove a receipt is reconciled?
No. Provider acknowledgement, settlement, ledger allocation, bank evidence, and the canonical payment state may require separate reconciliation.
Can trust and business balances be combined for reporting?
They may be presented side by side with clear definitions, but must not be blended in a way that obscures their distinct ownership and accounting treatment.
Can WIP be imported as an opening balance without review?
It should be mapped, sampled, totalled, reconciled, exception-checked, and accepted by the responsible finance authority.
Does Lexuno replace a law firm's accountant or auditor?
No. Lexuno provides operational software. Accounting policy, tax treatment, audit conclusions, and professional advice remain separate responsibilities.
Give finance teams the operational context behind every balance.
Explore Lexuno's accounting, billing, trust, and migration workflows.