Matter Billing · For larger law firms
No subscription. Every order tied to a client.
Your attorneys use GleanMark with no monthly or per-person fee. Your firm pays only for what they order, each order is tied to a client and your matter number, and your billing team can pass each charge through to that client.
- No monthly or per-seat fee
- Every charged order names a client or your firm’s own work
- One invoice a month, with a line for every order
- Usage in the app as orders are placed, not just on the invoice
Invoice
- Billing period
- October 2026
- Date of issue
- November 1, 2026
- Date due
- December 1, 2026
- Bill to
- Example Law Firm LLP
$526.00 USD due December 1, 2026
- Oct 9, 2026, 1:45 PM PDT · Harbor Goods (client no. C-2002) · matter 2026-022 · Clearance report: QUILLMORROW, class 9 · ordered by Priya Shah$149.00
- Oct 2, 2026, 9:14 AM PDT · Northwind Foods (client no. C-1001) · matter 2026-014 · Knockout search: NORTHWIND HARVEST, classes 29 and 30 · ordered by Jordan Lee$79.00
- Oct 5, 2026, 11:02 AM PDT · Northwind Foods (client no. C-1001) · matter 2026-014 · Clearance report: NORTHWIND HARVEST, classes 29 and 30 · ordered by Jordan Lee$149.00
- Oct 16, 2026, 2:30 PM PDT · Northwind Foods (client no. C-1001) · matter 2026-009 · Office Action response draft: NORTHWIND PANTRY, Office Action of Sep 30, 2026 · ordered by Jordan Lee$149.00
Amount due$526.00 USD
Sample: the firm, clients and orders are fictional.
Watch it
How it works, in a minute.
1:00. Shown on a demo workspace with a fictional firm, clients and orders. Transcript
How an order works
Every order names its client before it runs.
1
Pick the client
Before anything is charged, the attorney picks the client and can add your matter number. GleanMark remembers the matter number for each client. Work for your firm itself is marked “Not for a client”.
2
See the price, then run it
The price shows before the order runs. Nothing that is charged runs without a client, so no charge turns up later with no client on it.
3
It goes on the invoice
A clearance report comes back with your firm’s name and logo on it. The order goes on that month’s invoice under its client and matter number.
For your billing team
An invoice your billing team can pass straight through to clients.
- One invoice a month for each billing account, on the 1st, for the month before.
- One line for every order: the date and time, the client and your client number, the matter number if entered, what was ordered, who ordered it and the price. Past 250 orders in a month, the invoice lists one line per client matter, with every order in the list below.
- The same orders as an Excel spreadsheet or a PDF, so your billing team can put each charge on that client’s bill. The list names every client on the account, so filter it to one client before sharing it.
- Pay by a card charged automatically, or by invoice due in 30 days.
- Each charge is the full amount for that order, before any sales tax. GleanMark pays no rebates or referral fees on these charges, and any discount or credit appears on the invoice as a lower charge.
- A one-page guide for your billing team, with suggested UTBMS task and expense codes and sample wording for your engagement letters.
Invoice for Example Law Firm LLP
$526.00
DUE December 1, 2026
To keep client names out of email, the invoice and its list of orders are in GleanMark. Sign in to download them as a PDF or an Excel spreadsheet, and to pay online.
Download your invoice
| Client | Matter | Ordered | Ordered by | Price (USD) |
|---|---|---|---|---|
| Harbor Goods | 2026-022 | Clearance report: QUILLMORROW, class 9 | Priya Shah | 149.00 |
| Northwind Foods | 2026-014 | Knockout search: NORTHWIND HARVEST, classes 29 and 30 | Jordan Lee | 79.00 |
| Northwind Foods | 2026-014 | Clearance report: NORTHWIND HARVEST, classes 29 and 30 | Jordan Lee | 149.00 |
| Northwind Foods | 2026-009 | Office Action response draft: NORTHWIND PANTRY, Office Action of Sep 30, 2026 | Jordan Lee | 149.00 |
During the month
See usage in the app as it happens, not just on the invoice.
Billing accounts
Example Law Firm LLPFirm account
- Billing contact
- Accounts Payable
- Payment
- Card, charged automatically each month
- Monthly limit
- $5,000.00
- This month so far
- $526.00, 4 orders Excel PDF
Trademark groupBilling team
- Billing contact
- Dana Billing
- Payment
- Invoice emailed each month, due in 30 days
- Monthly limit
- $5,000.00
- This month so far
- $228.00, 2 orders Excel PDF
Sample: the firm, clients and orders are fictional.
- Settings, Billing shows what each billing account has spent so far this month and how many orders that is, counted from the same orders the invoice is built from.
- New orders count as they are placed, so you never wait for the invoice to see where a month stands.
- Download every order so far, as Excel or PDF, any time.
- Your billing contact gets a summary each Monday in any month with orders, and can also get an email about new orders, sent hourly. These emails give counts and amounts, not client names.
What you can order
One price per order, and nothing else.
Our subscription plans charge per seat each month, and firm branding is an add-on or part of Max. On Matter Billing, access has no monthly or per-seat fee and every report carries your firm’s branding, so the cost is in the price of each order.
| Order | Price |
|---|---|
| Clearance report, with your firm’s branding | $149 per report |
| Knockout search, with your firm’s branding on the report | $79 per search |
| Office Action response draft, including that Office Action’s analysis. Redrafts of the same Office Action are included. | $149 per draft |
| Client Watch on a client’s mark. It renews on the 1st until turned off. | $25 per mark, for any month the watch is on |
| Client report, a monthly or quarterly PDF to your client, with your firm’s branding. It goes out each period, quiet ones included, until turned off. | $49 per report sent |
Controls
Your firm decides who can order, and how much.
Invited people only
Your firm’s admin invites people, using your firm’s email addresses. There is no fee per person.
A monthly limit
$5,000 a month unless your admin sets another. Your billing contact is emailed at 80%. An order that would go past the limit stops until an admin raises it. Watches already running are never stopped.
Billing teams
Split your firm into teams, such as a practice group. Each team has its own billing contact, payment choice and invoice.
Client confidentiality
Client names stay out of email.
The invoice lists every client, matter and name searched, and a clearance search can name a brand your client has not announced. So the monthly email carries only the amount. Nothing is attached, and your billing contact signs in to download the invoice.
Inside GleanMark, your firm’s owners and admins see every invoice, and a billing account’s contact sees only that account’s invoices.
Questions attorneys ask
See how it would work at your firm.
Matter Billing is by invitation. Book a demo, and we’ll set your firm up after it.