OnPoint for Firms

Your whole firm, one bill.

Invite your colleagues, capture against shared clients and matters, and review each other's time before it bills. On billing day, one pass creates a consolidated invoice for every client, and the firm emails each bill straight from the app.

Shared firm clients and matters: one client list for everyone
A review queue: approve, send back, or edit, with per-client final sign-off
Consolidated invoices grouped by timekeeper, with per-matter subtotals and rates frozen at issue
Batch billing with email: the bills leave from the app, and none can go out twice by accident
Payments recorded as they arrive; unbilled totals by client
Rate cards per person, per tier, or per client, plus timekeeper summaries
A monthly “my time is complete” sign-off for every timekeeper
Client trust ledgers by matter, applied on firm bills and reconciled each month, with every change logged by name

$9.99 per seat per month · 7-day free trial · non-billing administrators are free

Create your firm

Create your firm in the app’s Settings, invite by email, and your colleagues are capturing in minutes.

The Firm workspace: hours logged, timekeepers, clients, and per-timekeeper totals

The firm review queue: approve, send back, or edit entries, with Ready for Review badges

Unbilled work split by client: ready to bill, waiting on final sign-off, still in review — Unbilled, by client

Issued firm bills with Sent, Part paid, Paid, and Overdue badges, payment recording, and Word/PDF/Excel downloads — Issued, paid, tracked

A timekeeper summary for one person and period, exportable as Excel or PDF — Per-timekeeper summaries

The consolidated firm invoice: letterhead, timekeeper sections by initials with rates, per-matter subtotals, and Net 15 terms — The consolidated bill

How it works

Capture time your way, then bill it in minutes.

0.1

Capture it

Tap a tenth, run the timer, or type a line the moment work ends. Or talk the way you'd brief an assistant ("Johnson, one point seven, consultation re settlement agreement") and Chain Dictation lines up several entries at once.

0.2

AI structures it

The AI reads your words like a colleague would and fills in the client, the hours, the date, and a clean narrative. Nothing saves until you've looked it over and approved it. Your phone's own speech recognition does the listening; audio never leaves your device. To structure an entry, the dictated text is sent along with your client and matter names so it can match them.

0.3

The bill goes out

Pick a period and export Word, PDF, Excel, or plain text in your invoice style. Or bill everyone at once: one pass makes a numbered invoice for every client with unbilled work. On iPhone the share sheet opens with the files already attached; choose Mail, Gmail, or Outlook and send.

26 seconds, unedited: one sentence becomes a saved, billable entry.

The capture screen with the quick-mic bubble showing a spoken entry being transcribed live, above client chips and the coral start-timer button — The quick mic rides along on the capture screen: speak an entry without leaving the form.

The flagship: Polish

Rough notes become clean billing language.

You wrote "Worked on the motion for summary judgment, and kept revising the statement of undisputed facts. Also emailed the paralegal about exhibits." Tap Polish and the AI rewrites it the way a seasoned biller would: Draft Motion for Summary Judgment; revise statement of undisputed facts; correspondence to paralegal re exhibits.

It knows the conventions clients expect on a legal bill: semicolons between tasks, "correspondence" instead of "email," a call is a "conference," and your dates kept exactly as you said them.

Polish rephrases. It never embellishes. It won't invent tasks, inflate verbs, or add names that weren't there, and if a note is too thin to rewrite honestly it says so instead of guessing. You stay in control: Accept the rewrite or keep yours, entry by entry.

Polish before-and-after card: the rough summary-judgment note above the polished semicolon-separated version, with Accept and Keep mine buttons — Before and after, side by side. You choose which one bills.

Watch a rough note become bill-ready, and notice nothing gets added that wasn't said.

Connected accounts

Your calendar already knows where the day went.

Link your Outlook and OnPoint drafts entries from any day you pick: meetings from your calendar, threads from your mail, each with the date, a duration, and the client already matched. Save the ones that are right, edit the ones that are close, dismiss the rest. A day you forgot to capture comes back in about a minute.

Read on your device, straight from your Microsoft account. OnPoint asks for read-only access and looks at subjects, times, and participants only, never message bodies. Matching happens on your device, none of it is sent to our servers or the AI, and nothing becomes an entry until you press Save.

The Suggest entries sheet over the capture screen: a scanned day with suggestions from the calendar (Board meeting, Status conference) and from mail (Easement negotiation, Settlement redline), each with hours, a matched client, and Save, Edit, and dismiss buttons — One scan of a day: meetings and mail threads, matched to clients, one Save each.

The money view

Know what you're sitting on.

The Invoices tab totals your unbilled work since each client's last invoice. "You're sitting on $6,724" is the kind of number that gets bills out the door. Overdue invoices sort themselves to the top with a red badge and a Remind button that drafts a courteous nudge for you.

When it's time to bill, one tap takes care of all of it: OnPoint builds a numbered invoice for every client with unbilled work, saves each one to your records, and hands you the files.

Or skip the taps entirely: tell the assistant "Send XYZ's bill as a PDF." It shows you the period, the hours, and the dollars first, and nothing sends without your yes. Then it opens the share sheet with the file attached.

The Invoices tab: an Unbilled work card reading 'You're sitting on $6,724.00 — 21.6 hrs unbilled across 4 clients' with per-client rows, above an invoice marked Overdue 19d with View, Mark paid, Remind, and Delete buttons — Unbilled work by client, and overdue bills that surface themselves.

The assistant confirming a bill: 'Send XYZ's bill — 06/29/26–07/05/26 (since their last invoice), 4.1 hrs · $1,291.50 — as PDF?' with Yes, do it and Cancel buttons — The assistant always shows the range, hours, and dollars before anything sends.

Press play: "Send June's bill to ABC," start to share sheet, 54 seconds.

Trust accounting

A trust ledger for every client.

Every client gets a trust ledger, and every matter within a client gets its own. You record retainers coming in, payments going out, and the amounts applied to bills. Each amount is stored to the cent. OnPoint will not accept a transaction that would put a ledger below zero on any date, so one client's money can never be used for another client's matter.

Bills show the trust activity: the amount applied from the retainer, the trust balance after that, and, if you have set a target for the client, a request to bring the balance back up to it. This prints on Word, PDF, Excel, and the text version, in both invoice styles.

To reconcile, enter the closing balance from the bank statement. OnPoint shows the statement balance, the deposits and checks that have not cleared yet, and the total of the client ledgers, and tells you whether they agree or by how much they differ. Mark the items that cleared, save the reconciliation as a record, and export it to Excel or PDF. A QuickBooks CSV is included that posts trust transactions to a liability account, not to income.

OnPoint keeps the records. It does not connect to your bank and does not hold or move money. In a firm, the trust ledger belongs to the firm: administrators and reviewers record and reconcile it, and every change is logged with the name of the person who made it.

The reconciliation screen: statement date and closing balance, then bank statement balance plus deposits in transit minus outstanding checks equals the adjusted bank balance, compared with the client ledgers total, reading 'Reconciled, the three figures agree', with the client ledgers and the not-yet-cleared items listed below — The reconciliation screen: enter the statement balance, mark what cleared, save the record.

An OnPoint invoice whose totals read Total $1,500.00, Applied from trust -$500.00, Balance Due $1,000.00, followed by a Trust block: trust balance after this invoice $700.00, and a request to replenish the trust account to $1,500.00 — A bill showing the amount applied from trust, the balance due, and the replenish request.

Billing day

Bills your clients take seriously.

Two styles, and every export follows the one you pick. Letterhead is the classic: your logo and firm block up top, black on white, the way bills have always looked. Modern puts the amount and due date up front, with your logo in the corner and fees and costs totaled below. Word, PDF, and Excel alike.

Pay online, through your own link. Paste the payment page you already use (LawPay, a Stripe payment link, your bank's portal) into Settings once, and every bill carries a clickable "Pay online" line: both styles, PDF and Word, Excel, even the plain-text bill. OnPoint prints your link and your client pays you there. The money never passes through us.

And the whole run is one pass. Batch billing builds a numbered invoice for every client with unbilled work: files ready to send, records saved, nothing retyped. Firms go one further and email each client's bill straight from the app; every address is shown before anything sends, and no bill can go out twice by accident.

Letterhead: the classic. Your logo and firm block, black on white.

Modern: amount and due date up front, with the Pay online link.

Both are actual OnPoint exports, untouched. A multi-client range exports one file per client, each with its own invoice number, plus an Excel workbook and a plain-text block for your billing system. If a carrier requires LEDES 1998B, OnPoint produces the file. A QuickBooks CSV is available too. On iPhone, the share sheet opens with the files attached.

Keeping score

The year, at a glance.

Set a daily goal and the Summary keeps score: today against the goal, the week as bars, the year as a grid of months that turn gold when you hit it. Clear a day and the app quietly celebrates; string a few together and it counts the streak.

It also projects where the year lands at your current pace, so you know in August whether you're on track.

The Summary tab: goal met today at 105%, week bars against a dashed goal line with a 2-day goal streak, and the 2026 year grid with goal-met months in gold and a year-end pace projection — Goal streaks, gold months, and where the year is heading.

The desktop workspace

The same app, at your desk.

Open onpointtimeentry.com in any browser and OnPoint becomes desk software: capture on the left, your day as a real table on the right, week and month boards, and a Summary that tracks your goal all the way to the year. Nothing to install, and every entry is already on your phone.

The desktop workspace: the capture card beside the day's entries in a full-width table with amounts — Today at a glance: every entry a row, dollars included.

The desktop Summary: goal-met week bars, a gold month calendar, and the annual counter of monthly totals — The same Summary at desk size: day, week, month, and the whole year.

Themes

Five themes, one clean bill.

Professional for the office, pastel for a softer desk, beach for daylight, dark for late nights, stealth for keeping a low profile. The theme is for your screen, never the client's: exported bills stay black on white, in whichever invoice style you chose.

The capture screen in the professional theme: navy leather background with white cards — Professional

The capture screen in the pastel theme: warm birch background with rainbow accents — Pastel

The capture screen in the beach theme: sandy light background with ocean-blue accents — Beach

The capture screen in the dark theme: near-black background with neon accents — Dark

The capture screen in the stealth theme: matte near-black background with muted controls — Stealth

Confidentiality, by design

Your clients' business stays yours.

OnPoint keeps your entries on your device. The app works fully offline, and when you sign in they sync privately to your own account, so a lost phone never means lost work. Dictation is handled by your phone's own speech recognition: OnPoint never records, stores, or transmits audio.

The AI features send only the text you dictate or type, together with your client and matter names so it can match them. The app shows no ads. It measures what happens — an entry saved, a bill exported — never what you wrote, and your work is never sold or shared. You can put the whole app behind Face ID.

LOCAL-FIRST

WORKS OFFLINE

ON-DEVICE SPEECH

YOUR OWN ACCOUNT

FACE ID LOCK

Read the privacy policy. The plain-English version is at the top.