Getting started with Legal Practice

Matter management, time entries, and client invoicing for a legal practice.

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The Getting started with Legal Practice page in BSuit.

#How the module is organized

Matters are the core record — one per client engagement/case. Time Entries are logged against a Matter as work is done; those entries roll up into an Invoice for the client.

#Where to start

  1. Create the Matter before logging any Time Entries against it.
  2. Log Time Entries as work happens, not retroactively at invoice time — accuracy matters for billable-hour disputes.
  3. An Invoice pulls unbilled Time Entries from a Matter — check for entries still marked unbilled if an invoice total looks low.

About this guide

Status
Partially reviewed
Application
BSuit ERP
Audience
Staff (internal users)
Owner
BSuit documentation team
Reviewer
Not yet reviewed
Last verified
Never
Checked against
Generated from source revision a36c7a086 on 2026-10-02
Seen on a running system
Not yet
Help version
2026.0.0-preview
Guide ID
erp:article/modules/legal-practice
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