Guided screenshots, not live forms. Fictional public-demo data. No production account, live AI, email delivery or money movement.
Expense capture Step 19 of 33
Keep matter costs with the file
Your action
Review the expense ledger and click New expense.
Highlighted controls
- Start a matter expense
Value to the firm
Recording costs against the matter reduces missed reimbursements and avoids disconnected expense lists.
Presenter notes: purpose, business value and limitations
We add an $85 fictional courier cost for the same hourly matter. This is not a payment to a vendor, a credit-card charge, a bank transaction or a trust withdrawal.
Business value: Recording costs against the matter reduces missed reimbursements and avoids disconnected expense lists.