Billing dashboard

Wednesday, January 7, 2026

Quick actions
Invoice overview
30 Days
Outstanding billing
$1,229.05.
-16.3% N/A
Invoice by Status
Draft
2 Invoice

$315.75

N/A
Unsent
1 Invoice

$120.00

N/A
Sent
3 Invoices

$1,842.60

13.6%
Partial
2 Invoice

$486.25

N/A
Paid
9 Invoice

$11,504.00

 18.7%
Overdue
2 Invoice

$742.80

 2.7%
Total Amount

$11,504.00

18.7%
Average Amount

$1,278.22

 7.1%
Transaction Count

9

 1.2%
Jan 05 Jan 02 Dec 30 Dec 27 Dec 24 Dec 21 Dec 18 Dec 15 Dec 12 Dec 09 $0 $3K $6K $9K $12K
  • This Period
  • Previous Period
Transaction breakdown
30 Days
CardOffline
Card
$4,275.00 (6) 12.3%
Offline
$7,229.20 (3) 6.3%
Failed Scheduled Payments
View all schedules
0
You don’t have any failed scheduled payments.

Timesheet Calendar

Billable Total

$600.00

 12.5%
Week of Jan 4 - Jan 10, 2026
SunMonTueWedThuFriSatTotal
4
0.0
5
4.0
6
5.5
7
3.0
8
0.0
9
0.0
10
0.0
0.0
Worked Hours
Goal Completed
Billing Goal:
Not set
Time entries
Time PeriodBillableNon-billableTotal
Today3.00.0$600.00
This week12.50.0$2,500.00
This month12.50.0$2,500.00
Request funds overview
30 Days
Outstanding billing
$1,250.00
-15.0%
Sent
3 Requested funds

$850.56

 8.6%
Partial
2 Requested funds

$250.00

 5.0%
Overdue
1 Requested funds

$150.00

-40.0%
Low Trust Balance Alerts
Low Trust Balance Accounts

4

CONTACTTRUST ALLOCATIONTRUST BALANCEMIN. TRUST BALANCEACTIONS
Austin PostPost, Austin$1,000.00Min $2,000.00
Austin PostUnallocated$0.00Min $1,000.00
Allocation ContactUnallocated$750.00Min $1,500.00
Allocation ContactAllocation Case$0.00Min $500.00
Recent activities
2 minutes agovia web
4 minutes agovia web•[SAMPLE] John Doe Matter
Nic La Polla (Attorney)added a time entry for
about 2 hours agovia web•[SAMPLE] John Doe Matter
Cating Wu (Paralegal)added a time entry for
about 3 hours agovia web•50/50 Split Case
Kayla Grossett (Attorney)accepted a deposit into trust of $100.00 (Cash) for <a class="truncate-text pendo-notification-activity-link" href="https://reels.mycasekegging.com/contacts/clients/718256">Allocation Contact (Client)</a>
about 20 hours agovia web
09