Legal Bookkeeping
The Duque Books Standard: "We bridge the gap between your legal work and your bank account. By aligning your billing cycle with your retainer agreements, we ensure your firm remains liquid, profitable, and focused on the law."
Billing Lifecycle & Retainer Management
Maximizing Realized Revenue Through Systematic Oversight
Capturing billable time and recovering case-related expenses shouldn't be a source of friction. We manage the entire lifecycle of your legal billing to ensure that every minute of your expertise and every dollar of case costs is accurately invoiced and recovered.
IOLTA & Trust Oversight: Monthly three-way reconciliation.
Time Tracking Support: Monthly billable vs. non-billable report. Active monitoring of "leaks" in billing.
Standard Financials: Monthly P&L, Balance Sheet, and Cahs Flow.
QBO Optimization: Initial setup and monthly sync.
Support Email-based (48hr) and scheduled monthly review call.
Our Precision Billing Framework:
- Proactive Retainer Monitoring: We track retainer balances in real-time. When a client’s "Evergreen" retainer dips below the required threshold, we notify you immediately so you can secure additional funds before continuing work.
- Comprehensive Expense Recovery: We ensure that every billable expense—from filing fees to expert witness costs—is captured and coded to the correct matter. No more "leaking" profit by forgetting to pass through case costs to the client.
- Timely Invoicing Cycles: Consistent cash flow depends on consistent billing. We streamline your monthly or milestone-based invoicing, ensuring that bills go out on time, every time, according to your specific engagement letters.