Finance & reporting

Track time. Invoice clients. Get paid.
See everything.

MatterFirst handles the full financial cycle — time tracking, invoice generation, payment collection and real-time dashboards. No separate billing software. No manual reconciliation.

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Time tracking

Track time where the work happens

Start timers from tasks, matters, or the global bar. Log entries manually or let MatterFirst suggest entries from your activity. Every minute is captured and billable.

  • One-click timer start from any task or matter
  • Manual time entry with matter, task and activity linking
  • Activity-based time suggestions from matter events
  • Bulk time entry review and approval workflows

Capability 1 of 4

Every minute captured where the work happens.

Invoicing

Generate invoices in seconds — not hours

Select time entries and disbursements, choose a template, and generate a professional invoice. Send it to the client portal or email. Payment links included automatically.

  • Batch invoice generation across multiple matters
  • Customisable invoice templates with firm branding
  • Automatic line items from time entries and disbursements
  • Trust account deductions and split-billing support

Capability 2 of 4

From tracked time to sent invoice in seconds.

Payment collection

Clients pay online. You get paid faster.

Stripe-powered payment collection from the client portal. Credit card, direct debit or bank transfer. Automatic reconciliation marks invoices as paid and sends receipts.

  • Credit card and direct debit via Stripe
  • Payment links embedded in invoice emails
  • Automatic reconciliation with Xero accounting
  • Overdue payment reminders sent automatically

Capability 3 of 4

Paid faster, reconciled automatically.

Dashboards

Real-time financial visibility — for every role

Partners see firm-wide revenue. Managers see team utilisation. Fee earners see their billing targets. Every role gets the financial view they need.

  • Revenue and WIP dashboards with drill-down by matter type
  • Team utilisation and billing target tracking
  • Referral partner commission accruals and payouts
  • Aged debtors, payment trends and cash-flow forecasting

Capability 4 of 4

The financial view each role needs, in real time.

Ready to take control of your finances?

Book a demo and we'll walk through time tracking, invoicing and financial dashboards — live with your data.

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