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Run your firm by the book.

Run your firm by the book.

Run your firm by the book.

Guides, templates and webinars from people who have run trust accounts, billing runs and migrations. Take what works and adapt it.

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The Library

The six guides we send most.

Written by the people who run each process every week. Pull one off the shelf to read it.

See all six guides

Cover of the Filebird guide “Trust accounting without the dread”
Cover of the Filebird guide “The switching playbook”
Cover of the Filebird guide “Every six minutes”
Cover of the Filebird guide “Open every matter properly”
Cover of the Filebird guide “The paperless practice”
Cover of the Filebird guide “Getting paid on time”
Cover of the Filebird guide “Trust accounting without the dread”
Cover of the Filebird guide “The switching playbook”
Cover of the Filebird guide “Every six minutes”
Cover of the Filebird guide “Open every matter properly”
Cover of the Filebird guide “The paperless practice”
Cover of the Filebird guide “Getting paid on time”
Cover of the Filebird guide “Trust accounting without the dread”
Cover of the Filebird guide “The switching playbook”
Cover of the Filebird guide “Every six minutes”
Cover of the Filebird guide “Open every matter properly”
Cover of the Filebird guide “The paperless practice”
Cover of the Filebird guide “Getting paid on time”

Latest

Browse every article

Just filed.

Just filed.

Just filed.

New articles from the Filebird team and the firms using it, on billing, trust money and running a practice.

Time & billing

Oct 16, 2026

What a 0.1 actually costs your firm

One missed six-minute unit a day is about $8,000 a year per lawyer at $350 an hour. The arithmetic, and how to close the gap.

Ravi Kapoor, Filebird billing specialist, at his desk

Ravi Kapoor

7 min read

0.2h, if you billed it

Time & billing

Oct 16, 2026

What a 0.1 actually costs your firm

One missed six-minute unit a day is about $8,000 a year per lawyer at $350 an hour. The arithmetic, and how to close the gap.

Ravi Kapoor, Filebird billing specialist, at his desk

Ravi Kapoor

7 min read

0.2h, if you billed it

A lawyer in a dark suit at his desk, looking at the camera

Trust accounting

Oct 9, 2026

Five trust account mistakes auditors keep finding

Late reconciliations, overdrawn ledgers and unexplained differences: five trust account issues firms tell us auditors raise most.

Margot Ellis, Filebird General Counsel

Margot Ellis

8 min read

0.2h, if you billed it

A lawyer in a dark suit at his desk, looking at the camera

Trust accounting

Five trust account mistakes auditors keep finding

Margot Ellis

8 min read

0.2h, if you billed it

A practice manager in her office, looking at the camera

Switching

Oct 1, 2026

How Fairlie & Co. left spreadsheets in 11 days

Fairlie & Co. ran matters, time and trust ledgers on spreadsheets for a decade. Its practice manager on the 11 days it took to stop.

Jess Moreno, Practice Manager at Fairlie & Co.

Jess Moreno

6 min read

0.1h, if you billed it

A practice manager in her office, looking at the camera

Switching

How Fairlie & Co. left spreadsheets in 11 days

Jess Moreno

6 min read

0.1h, if you billed it

Filebird Live

Webinars worth signing up for.

Webinars worth signing up for.

Webinars worth signing up for.

Short sessions with a real firm’s numbers and time for questions. Every session is recorded, so register even if you cannot attend live.

Browse all webinars
Hosts of the Filebird webinar “Trust reconciliation, live”

Live session

Trust accounting

1 CPD point · 1 CLE credit

Trust reconciliation, live

Watch a full month-end three-way reconciliation done live on an anonymised ledger, then put your own questions to the hosts.

Ravi Kapoor, Filebird billing specialist, at his desk
Nina Kovac, Bookkeeper at Northbank Law, at her desk with a laptop

Hosted by

Ravi Kapoor and Nina Kovac

Starts in

27 : 23 : 24 : 34

Save my seat
Hosts of the Filebird webinar “Trust reconciliation, live”

Live session

Trust accounting

1 CPD point · 1 CLE credit

Trust reconciliation, live

Watch a full month-end three-way reconciliation done live on an anonymised ledger, then put your own questions to the hosts.

Ravi Kapoor, Filebird billing specialist, at his desk
Nina Kovac, Bookkeeper at Northbank Law, at her desk with a laptop

Hosted by

Ravi Kapoor and Nina Kovac

Starts in

27 : 23 : 24 : 34

Save my seat

On demand, with CPD and CLE credit

Lukas Berg and Stuart Lowe, hosts of Switch in a fortnight

Recording · 38 min

Switch in a fortnight

With Lukas Berg

Lukas Berg and Stuart Lowe, hosts of Switch in a fortnight

Recording · 38 min

Switch in a fortnight

With Lukas Berg

Ravi Kapoor and Callum Reid, hosts of Capture every six minutes

Recording · 41 min

Capture every six minutes

With Ravi Kapoor

Ravi Kapoor and Callum Reid, hosts of Capture every six minutes

Recording · 41 min

Capture every six minutes

With Ravi Kapoor

Hosts of the Filebird webinar “Templates for every practice area”

Recording · 33 min

Templates for every practice area

With Claire Donnelly

Hosts of the Filebird webinar “Templates for every practice area”

Recording · 33 min

Templates for every practice area

With Claire Donnelly

Your certificate, the same day

Live sessions and recordings count toward CPD points (CLE credits in the US). We email your certificate when you finish. Check your law society or state bar’s rules for how many count.

Precedents

Browse every template

Never start from a blank page.

Never start from a blank page.

Never start from a blank page.

Checklists, letters and planners we use with firms every week. Download them free and check them against your jurisdiction first.

PDF · 2 pages

Matter intake checklist

Free template from Claire Donnelly

DOCX · 6 pages

Engagement letter and costs agreement

Free template from Margot Ellis

PDF · 1 page

Monthly trust reconciliation checklist

Free template from Ravi Kapoor

XLSX · 4 tabs

Data migration planner

Free template from Lukas Berg

PDF · 2 pages

Matter intake checklist

Free template from Claire Donnelly

DOCX · 6 pages

Engagement letter and costs agreement

Free template from Margot Ellis

PDF · 1 page

Monthly trust reconciliation checklist

Free template from Ravi Kapoor

XLSX · 4 tabs

Data migration planner

Free template from Lukas Berg

Browse the stacks.

Browse the stacks.

Browse the stacks.

Everything we have published, filed by topic. Narrow it to trust accounting, time and billing, matters, switching or running a firm.

Title

Type

Author

Time

Filed

What a 0.1 actually costs your firm

One missed six-minute unit a day is about $8,000 a year per lawyer at $350 an hour. The arithmetic, and how to close the gap.

Article

Ravi Kapoor, Filebird billing specialist, at his desk

Ravi Kapoor

7 min read

0.2h billable

What a 0.1 actually costs your firm

One missed six-minute unit a day is about $8,000 a year per lawyer at $350 an hour. The arithmetic, and how to close the gap.

Article

7 min read

0.2h billable

What a 0.1 actually costs your firm

One missed six-minute unit a day is about $8,000 a year per lawyer at $350 an hour. The arithmetic, and how to close the gap.

Hosts of the Filebird webinar “Trust reconciliation, live”

Trust reconciliation, live

Watch a full month-end three-way reconciliation done live on an anonymised ledger, then put your own questions to the hosts.

Webinar

Ravi Kapoor, Filebird billing specialist, at his desk

Ravi Kapoor

45 min watch

0.8h billable

Hosts of the Filebird webinar “Trust reconciliation, live”

Trust reconciliation, live

Watch a full month-end three-way reconciliation done live on an anonymised ledger, then put your own questions to the hosts.

Webinar

45 min watch

0.8h billable

Hosts of the Filebird webinar “Trust reconciliation, live”

Trust reconciliation, live

Watch a full month-end three-way reconciliation done live on an anonymised ledger, then put your own questions to the hosts.

Matter intake checklist

A two-page checklist that takes a new matter from first call to signed engagement, with conflicts and ID recorded on the way.

Template

Claire Donnelly, Filebird product specialist

Claire Donnelly

4 min read

0.1h billable

Matter intake checklist

A two-page checklist that takes a new matter from first call to signed engagement, with conflicts and ID recorded on the way.

Template

4 min read

0.1h billable

Matter intake checklist

A two-page checklist that takes a new matter from first call to signed engagement, with conflicts and ID recorded on the way.

A lawyer in a dark suit at his desk, looking at the camera

Five trust account mistakes auditors keep finding

Late reconciliations, overdrawn ledgers and unexplained differences: five trust account issues firms tell us auditors raise most.

Article

Margot Ellis, Filebird General Counsel

Margot Ellis

8 min read

0.2h billable

A lawyer in a dark suit at his desk, looking at the camera

Five trust account mistakes auditors keep finding

Late reconciliations, overdrawn ledgers and unexplained differences: five trust account issues firms tell us auditors raise most.

Article

8 min read

0.2h billable

A lawyer in a dark suit at his desk, looking at the camera

Five trust account mistakes auditors keep finding

Late reconciliations, overdrawn ledgers and unexplained differences: five trust account issues firms tell us auditors raise most.

Trust accounting without the dread

How Northbank Law’s bookkeeper turned three-way reconciliation from a month-end scramble into a 20-minute routine.

Guide

Nina Kovac, Bookkeeper at Northbank Law, at her desk with a laptop

Nina Kovac

18 min read

0.3h billable

Trust accounting without the dread

How Northbank Law’s bookkeeper turned three-way reconciliation from a month-end scramble into a 20-minute routine.

Guide

18 min read

0.3h billable

Trust accounting without the dread

How Northbank Law’s bookkeeper turned three-way reconciliation from a month-end scramble into a 20-minute routine.

A practice manager in her office, looking at the camera

How Fairlie & Co. left spreadsheets in 11 days

Fairlie & Co. ran matters, time and trust ledgers on spreadsheets for a decade. Its practice manager on the 11 days it took to stop.

Article

Jess Moreno, Practice Manager at Fairlie & Co.

Jess Moreno

6 min read

0.1h billable

A practice manager in her office, looking at the camera

How Fairlie & Co. left spreadsheets in 11 days

Fairlie & Co. ran matters, time and trust ledgers on spreadsheets for a decade. Its practice manager on the 11 days it took to stop.

Article

6 min read

0.1h billable

A practice manager in her office, looking at the camera

How Fairlie & Co. left spreadsheets in 11 days

Fairlie & Co. ran matters, time and trust ledgers on spreadsheets for a decade. Its practice manager on the 11 days it took to stop.

Lukas Berg and Stuart Lowe, hosts of Switch in a fortnight

Switch in a fortnight

Lukas Berg and Stuart Lowe walk through Whitlock Rowe’s move to Filebird, from the first export to the Monday it went live.

Webinar

Lukas Berg, Filebird migration lead

Lukas Berg

38 min watch

0.7h billable

Lukas Berg and Stuart Lowe, hosts of Switch in a fortnight

Switch in a fortnight

Lukas Berg and Stuart Lowe walk through Whitlock Rowe’s move to Filebird, from the first export to the Monday it went live.

Webinar

38 min watch

0.7h billable

Lukas Berg and Stuart Lowe, hosts of Switch in a fortnight

Switch in a fortnight

Lukas Berg and Stuart Lowe walk through Whitlock Rowe’s move to Filebird, from the first export to the Monday it went live.

Engagement letter and costs agreement

A plain-English engagement letter and costs agreement covering scope, rates, trust money, billing and ending the retainer.

Template

Margot Ellis, Filebird General Counsel

Margot Ellis

6 min read

0.1h billable

Engagement letter and costs agreement

A plain-English engagement letter and costs agreement covering scope, rates, trust money, billing and ending the retainer.

Template

6 min read

0.1h billable

Engagement letter and costs agreement

A plain-English engagement letter and costs agreement covering scope, rates, trust money, billing and ending the retainer.

Read by 6,800 people who run law firms

Filed under useful.

Filed under useful.

Filed under useful.

One practical note from the Filebird team every fortnight: a procedure, a template or a fix a firm sent us.

One email a fortnight

New templates first

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