Bring the records together.
- Administrative counts by ready-to-bill date
- Fee totals and agreed billing dates
- Review status and responsible role
Law & accounting
Connect administrative workload, billing and collections information in one useful view. The GuildHall Partnership helps law and accounting firms improve the handoffs behind those figures, access reports themselves and bring analytical expertise into decisions about capacity and cash flow.
| Time since ready | Engagements | Unbilled amount |
|---|---|---|
| 0–7 days | 8 | $8,000 |
| 8–14 days | 4 | $6,000 |
| 15+ days | 3 | $7,500 |
Fictitious figures. Seven engagements totaling $13,500 have waited more than a week. Review their billing dates, approvals and any disputes. Unbilled amounts are not cash collected or profit.
An accounting practice completes recurring client work, but some approved engagements wait for invoices. The owner wants a weekly billing review that separates work ready to bill from work awaiting approval or an agreed billing date. Administrative dates, statuses and totals can support this review without client-file substance.
Agree a ready-to-bill status and record when it changes. Set a weekly internal reminder directing the responsible reviewer to the firm's existing queue. Keep agreed billing dates visible so scheduled invoices remain distinguishable from a missed handoff.
GuildHall builds an aging report you can pull before the billing meeting, with a custom dashboard for additional views. We help distinguish approval delays from billing arrangements and identify handoffs that need attention. You can assign the next review or revise its cadence. Ongoing analysis follows billed amounts and collections separately.
Use the report before billing reviews. We help track handoff changes and examine invoicing and collections as separate parts of the process.
As the foundation settles, we focus on ongoing analytics: refining views, investigating trends and reviewing the results of agreed changes.
Explore the PartnershipThis is administrative reporting, not legal, tax or accounting advice. The example requires no privileged client or matter substance. Do not send client files or sensitive financial records to request a call. Agree data, access and processing before work, plus responsibilities for larger implementations.
See real examples from our client workThe goal is enterprise-level intelligence for your business. The Trial is a simple way to start the work together, before taking on a monthly commitment.
We agree on one focused piece of work and deliver it. It might be a report, a systems assessment or a practical fix.
One-time fee. No monthly commitment.
Talk about a first stepContinue from the foundation we’ve started, with $250 credited toward your first monthly payment.
From $500/month. Scope and capacity are agreed in your proposal. You can also start monthly from the outset.
See how monthly support worksThe Trial is the first step into the same Partnership. Moving to monthly support is a decision we make together.
Yes, the administrative question can apply to matters as well as accounting engagements. The report definitions must reflect the firm's billing arrangements. Privileged matter content is not needed for this illustrative queue.
Yes. Start with the fee, recorded effort and billing milestones. A profitability comparison also needs appropriate costs. We can help choose measures that reflect the engagement instead of applying an hourly-billing assumption.
It is a first step into the same work: one focused engagement for $500, without a monthly commitment. If you continue with monthly support, $250 is credited toward your first payment. You can also start monthly from the outset.
Tell us what’s on your plate. We’ll find a useful place to start.
Free. No preparation or commitment needed.