Billing

Accurate billing depends on accurate time tracking, yet recording time is often one of the most disruptive parts of the workday. SweetBean?s billing tools are designed to reduce that disruption by making time tracking and billing straightforward and easy to maintain throughout the day.

Rather than requiring staff to reconstruct their time after the fact, SweetBean allows billable activity to be recorded as it occurs. This reduces administrative effort while helping firms maintain precise, consistent billing records across attorneys and staff.

By lowering the effort required to track time, SweetBean supports more reliable billing practices and clearer financial records. The result is a billing process that is easier to manage, more accurate over time, and integrated naturally into daily workflows.

Invoicing

Consistent invoicing is a core part of maintaining healthy firm operations and clear client communication. SweetBean?s invoicing tools are designed to support this by making it easier to generate, send, and manage invoices on a regular schedule.

Invoices can be created and delivered manually or sent automatically at defined intervals, reducing the administrative effort required to keep clients informed of their billing status. When enabled, automation helps ensure that invoices are sent consistently, allowing clients to clearly understand where they stand without requiring additional follow-up from staff.

SweetBean?s invoicing workflows are also designed to support ethical billing practices. While billing requirements vary by jurisdiction, the platform provides tools that help firms maintain transparency and keep clients reasonably informed about fees and charges over time.

In addition, SweetBean can send automated reminders for past-due invoices, helping firms manage outstanding balances more consistently. These reminders can be configured to support ongoing billing activity for matters with accumulating charges, reducing the need for manual tracking and follow-up.

Expenses

SweetBean allows users to record expenses at the client or case level, helping firms track costs alongside related billing activity. Expenses can be documented with attached receipts or supporting materials, creating a clear record that can be shared with clients as appropriate.

By organizing expenses in one place, SweetBean helps firms account for reimbursable costs that may otherwise be overlooked or tracked separately. This supports clearer billing records and simplifies the process of including expenses in client invoices when applicable.

SweetBean also supports documentation for expenses initially covered by the firm and later reimbursed by the client. Attaching receipts and supporting proof allows firms to provide transparency around these charges, helping reduce confusion and support clear communication regarding costs.

Payments

SweetBean allows users to record manual payments directly within the platform, making it easier to track payments applied to client cases and monitor retainer balances over time. This helps firms maintain an accurate view of available retainers and identify when replenishment may be needed, supporting more consistent billing practices.

SweetBean also supports integrated payment processing through its partnership with Stripe. When enabled, firms will be able to accept credit and debit card payments from clients, with funds deposited into the firm?s designated account. Stripe?s infrastructure provides a secure and reliable payment experience that integrates directly into SweetBean?s existing workflows.

Credit and debit card payment processing is a forthcoming feature and will be available in a future release.

Client/Case Management

One of the most important aspects to practicing law is keeping accurate and precise accounting of every minute of your day. Sweet Bean products seek to achieve this by substantially lowering the burden of staff to organizing and tabulating each second of their day. The main disruptor in attorney ability to keep accurate time is the time cost to do so. By making it easy, Sweet Bean allows all of your firms staff to easily and quickly track and save every billing that occurs during the day. With Sweet Bean’s Timemanagement software, you can guarantee you and your staff will not be losing out on any billables.

DocuManage

One of the most important aspects to practicing law is keeping accurate and precise accounting of every minute of your day. Sweet Bean products seek to achieve this by substantially lowering the burden of staff to organizing and tabulating each second of their day. The main disruptor in attorney ability to keep accurate time is the time cost to do so. By making it easy, Sweet Bean allows all of your firms staff to easily and quickly track and save every billing that occurs during the day. With Sweet Bean’s Timemanagement software, you can guarantee you and your staff will not be losing out on any billables.

SmartFiling (BETA)

SweetBean provides a structured, folder-based document storage system designed specifically to support legal practice workflows. Documents can be organized by firm, client, case, or matter, allowing users to store and access files in a way that aligns with how legal work is typically managed.

The storage system emphasizes clarity and consistency, helping prevent documents from becoming scattered across multiple locations or naming conventions. By maintaining a predictable folder structure, SweetBean makes it easier for attorneys and staff to locate files, understand context, and maintain organized digital records over time.

Document storage within SweetBean is integrated with the rest of the platform, allowing files to remain closely tied to related cases, billing activity, and work history. This approach supports collaboration, continuity, and long-term organization without requiring firms to adapt to unfamiliar or overly complex storage models.

Cloud Storage

SweetBean?s premium subscriptions include access to secure cloud-based storage for firm and case-related documents. This allows files to be stored centrally and accessed from any location with an internet connection, supporting continuity of work across devices and environments.

This allows attorneys and staff to work seamlessly from anywhere, whether in the office, at home, or in court. By ensuring documents are available whenever they are needed, SweetBean supports continuity of work and reduces reliance on local storage, email attachments, or disconnected file systems.

Easy Organization

SweetBean provides a simple and efficient way to share files and folders with clients, opposing counsel, the Court, or other authorized parties. With just a few clicks, users can securely share documents without the need to draft individual emails or manage multiple attachments.

Sharing controls allow users to select specific files or folders and determine how they are accessed, helping ensure the right materials are delivered to the right recipients. This reduces administrative effort and supports clearer, more organized communication around documents.

By centralizing file sharing within the platform, SweetBean helps streamline document exchange and maintain consistency in how materials are distributed, whether for client review, collaboration with counsel, or court-related submissions.

Easy Sharing

SweetBean provides a simple and efficient way to share files and folders with clients, opposing counsel, the Court, or other authorized parties. With just a few clicks, users can securely share documents without the need to draft individual emails or manage multiple attachments.

Sharing controls allow users to select specific files or folders and determine how they are accessed, helping ensure the right materials are delivered to the right recipients. This reduces administrative effort and supports clearer, more organized communication around documents.

By centralizing file sharing within the platform, SweetBean helps streamline document exchange and maintain consistency in how materials are distributed, whether for client review, collaboration with counsel, or court-related submissions.

Performance Enhancers

We are constantly looking for ways to help improve how legal business’ run their practices. Every gain in efficiency that your firm gains is more time to bill, hang out with friends, see family, or go play. Some gains increase profit and some gains will just increase your free time. The following performance enhancers help you figure out what will make your more money and create more time.

Performance Monitoring (Coming Soon)

SweetBean provides tools that allow firms to review and understand attorney and staff performance using clear, accessible data. These insights can be used both for individual self-assessment and for broader firm-level review, helping identify patterns in time tracking, billing activity, and workload distribution.

Performance monitoring helps firms move beyond assumptions by offering visibility into how time is being recorded and billed across matters and team members. This can highlight trends such as under-recorded time, uneven workload allocation, or differences in billing efficiency?information that can be used to refine workflows, adjust staffing, or provide targeted guidance where needed.

For firm leadership, these tools support more informed decision-making around resource allocation and profitability. By understanding which work and roles contribute most effectively to firm operations, firms can better assess staffing needs, billing practices, and operational efficiency. For individual users, performance insights offer a way to reflect on work habits and identify opportunities to improve consistency, accuracy, or efficiency over time.

Rather than serving as a punitive measure, SweetBean?s performance monitoring is designed to support clarity and improvement. By presenting information in a readable, organized format, the platform helps firms and attorneys understand how work translates into billable activity and financial outcomes?supporting more deliberate, data-informed management of the practice.

Form Creator

SweetBean provides a centralized system for managing clients, cases, and matters in a way that makes information easy to find and maintain. Each client and case profile brings together key details, related documents, billing activity, and work history in one place, reducing the need to search across multiple systems or files.

By organizing information around clients and matters, SweetBean helps ensure that attorneys and staff can quickly access the records they need, whether reviewing case details, referencing documents, or checking billing status. This structured approach supports consistency across the firm and helps prevent information from becoming fragmented or difficult to locate over time.

Client and case management within SweetBean is designed to support day-to-day workflows by keeping related information connected. Documents, time entries, expenses, and invoices remain tied to the appropriate matter, allowing users to maintain a clear and complete view of each case as it progresses.

Marketing Analyst

In conjunction with the form creator, our marketing analyst tools can help you identify what advertising is providing you the best leads. Don’t waste money marketing on platforms that provide you nothing in return. We help you to identify who is working for you and who you are wasting your money on.

Client Quality Inspection

This tool provides insight into how responsive your clients are to billing circumstances. This can provide a better hierarchy to how your firm assigns work within its staff. Better predict when clients may not want to provide payment beyond what has already been provided so that your firm can react appropriately.

WorkFlow

SweetBean provides a well thought out and robust work flow application so that managing attorneys can review cases and assign work assignments efficiently. The WorkFlow feature helps organize cases from attorney’s eye view so that as a case progresses, any attorney within the firm can pickup where another attorney leaves off. This easy to use tool will keep any staff informed of a case with a quick glance.