
Law Office
by Northline Office
Law Office by Northline Office is a series of standalone spreadsheet workbooks addressing common administrative and accounting tasks in a small law practice.
Key features and functions include:
Case Deadline and Discovery Tracker
A docketing workbook that records filing, hearing, discovery and subpoena dates across matters, calculates days remaining, and flags each open item as overdue, due today, due within 7 days, or due within 30 days, including a warning when a date falls on a weekend. Deadlines are entered by the user from the underlying order, rule or notice rather than calculated by the workbook.
Billable Hours and Invoice Log
A time and billing workbook that records time entries by matter and timekeeper, applies per-timekeeper hourly rates or flat fees, and generates invoices from unbilled time for a selected billing period. An aging tab tracks unpaid client balances in 30-day increments, and a dashboard summarizes weekly time, unbilled work and receivables.
Client Trust Account Ledger (New York)
A trust, escrow or IOLA account ledger built for New York practice, recording each deposit and withdrawal with the fields required under Rule 1.15(d)(1)(i) and maintaining running balances for the account and for each client. A monthly reconciliation tab compares the bank statement balance against the register and the total of client ledgers.
Executor Estate Inventory and Ledger
An estate administration workbook that inventories a decedent's assets with date-of-death values and the New York Inventory of Assets value classification, and separately tracks money received and disbursed, debts and claims, and distributions to beneficiaries. A balance tab reconciles the ledger to the estate bank statement monthly.
Medical Records Request and Chronology Log
A workbook for personal injury practices that logs each medical records request with its type, date sent, follow-up dates and quoted fee, and separately builds a treatment chronology with page references and a running total of medical bills. For New York matters, the workbook calculates a reference fee under New York Public Health Law 18 and flags quotes that exceed it.
Settlement Disbursement Sheet (New York)
A settlement disbursement workbook for New York contingency matters that tracks incoming settlement checks, itemizes costs and liens, calculates the contingency fee from a user-entered percentage, and generates a per-case settlement statement with a payment stub for each payee.
Successor Trustee Accounting Ledger
A trust accounting workbook for a successor trustee of a family trust, recording each receipt and payment as a principal or income allocation with running principal and income cash balances, tracking trust assets, year-end values, distributions and trustee commissions, and generating a Trustee's Annual Statement for a selected trust year. A governing-law selector displays applicable rules for New York, California or a Uniform Trust Code state.
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