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Law Firm Matter & Billable Hours Tracker.

Matters by stage with billable hours by attorney, unbilled WIP, and retainer balances.

Live demo coming soonProfessional services · Projects
Demo screenshot coming soon

About this template

Every matter on one board with practice area, responsible attorney, stage, and next deadline, plus billable hours logged against it. Unbilled WIP and retainer balances show per matter and per client, so nothing sits unbilled at month end. Charts break billable hours down by attorney and practice area for the partner meeting.

The live demo ships with sample data: A seven attorney firm with 40 open matters across family, estate, and business practice areas, three months of time entries, retainer balances per client, and two matters with unbilled WIP past 60 days.

The prompt behind this template

This is the exact description the Prized agent built it from. Yours can be one sentence: the agent fills in the rest, and you refine from there.

Show the full prompt

Build a matter and billable hours tracker for Calloway & Finch LLP, a seven attorney firm in Charlotte practicing family, estate, and business law, used weekly by the managing partner and the office administrator. Layout. Three tabs: Matters, Hours, Clients. Matters is the default view: a stage grouped table with collapsible sections for Intake, Active, In Negotiation, Awaiting Court, and Closing. Columns are matter name, client, practice area badge, responsible attorney, next deadline, hours logged, unbilled WIP dollars, and retainer remaining. Any matter whose unbilled WIP is older than 60 days gets a red Aging WIP badge. Filter chips for practice area, an attorney dropdown, and an Add matter button sit above the table; the button opens a dialog capturing matter name, client, practice area, attorney, stage, and retainer amount. Matters sort by next deadline inside each stage. Clicking a row opens a drawer with matter details, the most recent time entries, a form to log time (date, attorney, hours, description), and a stage control. The Hours tab opens with a KPI row (billable hours this month about 320, unbilled WIP 84,300 dollars, average effective rate 315 dollars, matters with aging WIP 2), then a bar chart of billable hours by attorney over the last three months, a donut of hours by practice area, and a table of the top ten matters by unbilled WIP. The Clients tab is a table of clients with retainer balance, unbilled total, and open matter count; balances under 2,500 dollars show amber and negative balances show red, and each client row offers a retainer top-up action. Data. Seed 7 attorneys with names and hourly rates from 250 to 495 dollars, 15 clients, and 40 open matters split roughly 18 family, 12 estate, and 10 business, with believable names like Harmon v. Harmon and Kestrel Holdings acquisition. Seed about 120 time entries of one to eight hours across the last three months, weighted toward the busiest matters and the current month. Plant the story: Harmon v. Harmon and Kestrel Holdings acquisition carry unbilled WIP of 11,400 and 9,150 dollars that is more than 60 days old, and partner Dana Calloway logs nearly a third of all firm hours. Behavior. Hours, WIP totals, effective rates, and retainer drawdowns are computed from time entries and retainer amounts; users enter matters, time entries, and retainer top-ups. All date math is relative to today. Visual identity. Use a teal accent for primary actions, chart emphasis, and stage badges on a calm light neutral base with generous whitespace, like a well kept ledger.

Works with your data

The demo runs on sample data. Once it is in your workspace, connect the real thing:

  • Google Sheets
  • Slack

How templates work

  1. 1. Open the live demo. It is a real tool, not a mockup.
  2. 2. Use this template to get your own editable copy.
  3. 3. Prompt changes in plain language until it fits.
  4. 4. Connect your data and share it with the team.

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