Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

Granular Tracking - How One Law Firm Maximizes Financial Insight #legalaccounting #classaccounting

13 Jan 2026 · 1 min

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In this segment, the presenter describes how a law firm employs highly granular class tracking within its accounting system to allocate expenses directly to individual attorneys and specific practice areas. By assigning class codes to purchases—such as law‑library literature that pertains to a single attorney’s case—the firm can generate cost reports broken down by attorney, type of law, and other dimensions. This detailed approach enables the firm to monitor financial performance at a very fine level, supporting better budgeting, profitability analysis, and strategic decision‑making.

Chapters

We've got one law firm that's tracking their classes. They, they like it really granular, and I like it that they do because it's really appealed to them and they really pay attention to their numbers because we're doing classes. And they are using it to allocate by employee. Mm-hmm. Like if they purchase literature about some subject for the law library, but it happens to pertain just to the one attorney's cases, they're actually classing it to that attorney so that they can get that cost by attorney, by type of law that they're practicing, by, you know, it kind of gets really granular.