Sque manages the complete legal billing workflow: from work performed, through tracking and approval, to invoice creation and payment collection.

1. Navigate to "Matters"
2. Click "+ New Matter" (or view existing matters)

• Fill in matter details:

  • Matter Name: e.g., "Smith v. Jones", "Acme Corp - Patent"
  • Client: Select from your client list
  • Description: Background and scope
  • Status: Open, Closed, or Pending

4. Click "Create" or "Save"
5. The matter now exists in your system

Creating a Billing Entry

6. Navigate to "Billing" > "Billing Entries"
7. Click "+ New Billing Entry"
8. Select "Time Entry" as the type

• Fill in the following fields:

  • Client: Who this time is billed to
  • Matter: (Optional) Which case this work is for
  • Time Spent: Hours worked (e.g., 2.5 for 2.5 hours)
  • Hourly Rate: Your billing rate (e.g., $300/hour)
  • Narrative: Description of work (e.g., Drafted motion for summary judgment; reviewed client feedback)
  • Date: When the work was performed
  • Billing Category: (Optional) Type of work (e.g., Research, Drafting, Consultation)

10. Click Save
11. The entry is created with Pending approval status

Creating an Expense Entry

12. Navigate to "Billing" > "Billing Entries"
13. Click "+ New Billing Entry"
14. Select "Expense" as the type

• Fill in:

  • Client: Who this expense is billed to
  • Matter: (Optional) Which case
  • Amount: The dollar amount of the expense
  • Narrative: Description (e.g. Court filing fee for motion)
  • Date: When the expense occurred

16. Click Save

17. Navigate to Billing Entries
18. Look for entries with Pending approval status
19. Click on an entry to open it

• Review the details:

  • Is the narrative clear and professional?
  • Is the amount correct?
  • Is this work billable to this client?

21. If everything looks correct, click Approve.
22. If there's an error, you can edit the entry or click "Decline".
23. The entry status changes to Approved

Filters for Billing Entries

Use filters to find entries needing action:

• Approval Status: Filter to show only Pending entries
• Client: Filter to show entries for a specific client
• Date Range: Filter by when work was performed

24. Navigate to "Invoices"
25. Click "+ New Invoice"

• Fill in invoice details:

  • Client: Who the invoice is for
  • Matter: (Optional) Which matter (if matter-specific)
  • Invoice Period: Date range of work (e.g., "January 1 - 31, 2026")
  • Invoice Number: Auto-generated or custom
  • Issue Date: When the invoice is being sent
  • Due Date: Payment deadline (e.g., 30 days from issue)

27. Click Generate Invoice
28. Sque pulls all approved billing entries for that client and period

• Review the invoice:

  • Check each line item (billing entry included)
  • Verify narratives are clear
  • Confirm amounts and total

• If needed, you can add adjustments:

  • Discount: Reduce the total by a fixed amount or percentage
  • Tax: Add sales tax or other taxes

31. Click Save to create the invoice as a draft

32. Open the invoice (from Invoices list)
33. Review it one final time
34. Click Send to Client or Send Invoice

• Select how to send:

  • Email: Send directly to client email
  • Client Portal: Post to secure client portal

36. The invoice status changes to "Sent"
37. All included billing entries change to "Invoiced"

38. Navigate to Invoices.

• Check each invoice's payment status:

  • Pending: Awaiting payment
  • Partial: Partial payment received
  • Paid: Fully paid
  • Overdue: Past due without payment

• When payment is received:

  • Update the payment status to Paid or Partial
  • Record the payment date and amount

Here's a real-world example of the complete workflow:

41. Create matter: Acme Corp - Contract Review for client Acme Inc.
42. Attorney performs 5 hours of contract review at $300/hour
43. Attorney enters time entry: 5 hours, $1,500 (5 × $300)
44. Narrative: Reviewed 45-page software license, identified 3 IP risk clauses
45. Entry status: Pending
46. Billing manager reviews the entry
47. Manager approves it
48. Entry status: Approved
49. At month end, create invoice for Acme Inc. for January 1-31
50. Invoice includes the $1,500 time entry
51. Total invoice: $1,500
52. Send invoice to Acme Inc.
53. Invoice status: Sent; Entry status: Invoiced
54. Client receives invoice and approves it
55. Client pays $1,500 to your firm
56. Update invoice payment status to Paid