Time, billing and finance
From time worked to money collected
Time is recorded while you work or suggested from your day. It becomes an invoice in a few steps, then a payment matched against the bank. Partners see the profitability of each matter.
What you will see in Ulpian
Fictitious matter, sample data.
From the day's time to a matched payment
The day's activity becomes proposed time entries, then a pre-bill, a QR-bill and a payment matched against the bank. Each step advances as you scroll.
- The day's activity
- Time accepted
- Pre-bill
- QR-bill
- Payment matched
- DocumentContract revised in the Acme matter35 minProposed
- CallCall with the client25 minProposed
- RunLease reviewed by an agent15 minProposed
- Rate: CHF 360 an hour
Invoice 2026-118
- Contract revised in the Acme matter
- CHF 210.00
- Call with the client
- CHF 150.00
- Lease reviewed by an agent
- CHF 90.00
- Fees
- —
- VAT 8.1%
- —
- Total
- CHF 0.00
Matched with invoice 2026-118
Example amounts. Online payment is on the roadmap; here, the client pays by bank transfer, and the imported bank statement matches the payment with the invoice.
The matter's money at a glance
The hand shows the share of what was invoiced that has been collected, calculated from the work recorded.
- Invoiced
- CHF 184'300
- Collected
- CHF 152'900
Statuses reflect the platform as it is today.
Time recording
AvailableTimer, quick entry and time suggestions from the day's documents, calls and runs.
Invoices
AvailableReviewed pre-bills, PDF invoices, Swiss QR-bill, credit notes and e-invoices (Factur-X, XRechnung, UBL, FatturaPA, LEDES).
Reminders and collections
AvailableStatement per client, ageing and proposed amicable steps, which you approve.
Client accounts
AvailableSegregated client money, three-way reconciliation and client account statements.
Bank
AvailableStatement import and matching of payments to invoices, including partial payments.
Accounting and VAT
AvailableChart of accounts, journal, VAT figures per period and export to your accounting.
Cash and profitability
AvailableThirteen-week cash forecast, profitability per matter and quotes based on comparable matters.
Online payment and open banking
On the roadmapOnline invoice payment and automatic bank feeds.
How the work flows
- Step 0101
Time is recorded while working; at the end of the day, Ulpian suggests the time you forgot.
- Step 0202
At month end, the pre-bill is prepared per matter and reviewed by the partner.
- Step 0303
The invoice goes out as a PDF or in an electronic format, depending on the client.
- Step 0404
The payment is matched against the bank statement, and the matter's profitability updates.
What the AI prepares
- Forgotten time, suggested from your day.
- Time narratives that follow the client's billing guidelines.
- Pre-bills and reminders, ready to approve.
- An explanation of the month's cash variance.
What stays with you
- Sending each invoice and each reminder.
- Any entry on client accounts.
- VAT rates and mandatory invoice details for your country.
Frequently asked questions
Does Ulpian handle the Swiss QR-bill and VAT?
Yes. The QR-bill, the Swiss chart of accounts and VAT are available for Swiss firms. Outside Switzerland, PDF invoicing, European e-invoices and accounting export are available.
How is forgotten time recovered?
Ulpian looks at the documents edited, the correspondence and the runs of the day, then suggests time entries you accept or correct. Nothing is recorded without you.
Can I follow the profitability of a matter?
Yes. Hours, value, billed, collected and cost are visible per matter. Costs are visible to authorised roles only.
See it on a matter like yours
The diagnostic shows you in three minutes where your firm loses time. The call shows you Ulpian on a sample matter, in twenty-five minutes.