First invoice in under an hour

• 1 In monday.com, click Apps in the left sidebar.
• 2 Search for NomosPay and open it.
• 3 Click Add to Workspace and approve the permissions pop-up.

The Firm Dashboard is your main control centre. It has 9 tabs: Overview, Time Entries, Pre-Bills, Invoices, Trust Ledger, Rate Matrix, Reports, LEDES Export, and Settings.

• 1 Click the NomosPay icon in the left sidebar (added automatically during install).
• 2 The Firm Dashboard opens. You will land on the Overview tab.
• 3 Right-click the icon → Pin to sidebar so it's always one click away.

NomosPay needs to know which monday.com board contains your matters (cases / files / projects). This is a one-time setup.

• 1 Go to the Settings tab and click Board Mapping.
• 2 Select your matters board from the dropdown.
• 3 Map the columns: which column is the Matter Name, which is the Client, which is the Billing Attorney, etc.
• 4 Click Save mapping. NomosPay confirms it can access the board.

Tell NomosPay where your firm is located. This controls billing rules, currency, date format, and tax settings.

• 1 Primary Jurisdiction — choose your state or country (e.g., United States – New York). This sets date formats and default rounding rules.
• 2 Time Rounding — most firms use 6-minute increments (0.1 hr). Select and set direction to "Round up".
• 3 Firm Tax ID — enter your EIN or VAT number. It prints on all invoices automatically.
• 4 Currency & Tax Rate — select USD (or your currency). Set tax rate to 0% if legal services are exempt in your jurisdiction.
• 5 Click Save settings.

Add each timekeeper (attorney, paralegal) and their hourly rate. Do this before logging time — rates are applied at the moment an entry is saved.

• 1 Click Add Timekeeper and select a monday.com user.
• 2 Set their role: Attorney (AT), Paralegal (PA), or Clerk (CL).
• 3 Enter their default hourly rate (e.g., $350/hr). Click Save.
• 4 Optionally, set a different rate for specific clients or matters — click Add client rate or Add matter rate.

The fastest way to log time is directly from the matter item in your monday.com board.

• 1 Open a matter item (click the item name in your board).
• 2 Click the NomosPay · Matter Billing tab in the right panel.
• 3 Click Log Time. Choose Timer (starts counting live) or Manual (type the hours directly).
• 4 In the Task Code field, type a keyword like "deposition" or a code like "L300". NomosPay suggests matches from 200+ UTBMS codes.
• 5 Type a short billing narrative — describe what you did in 1–2 sentences.
• 6 Click Save Entry.

A Pre-Bill is an internal draft invoice. You review and approve it before sending it to the client. Think of it as a "review and polish" step.

• 1 Click Create Pre-Bill. Select the matter and billing period (e.g., March 2026).
• 2 NomosPay loads all unbilled time entries for that period. Review each line.
• 3 Optional: edit narratives, reduce hours, mark entries as No Charge, or apply a write-down (reduction in billed amount).
• 4 Click Submit for Approval. The billing partner gets a monday.com notification to review.

Once the pre-bill is approved, convert it to a final invoice and export it.

• 1 Find the approved pre-bill in the list (marked with a green ✓) and click Finalize Invoice.
• 2 Review the totals: fees, expenses, applicable taxes, and balance due.
• 3 Click Export and pick your format(s):

When the client pays, mark the invoice as paid so your reports stay accurate.

• 1 Go to Invoices, find the invoice with status Sent, and click Record Payment.
• 2 Enter the payment date and the amount received.
• 3 Paying from trust? Toggle Pay from Trust. NomosPay checks the trust balance, records the disbursement, and creates the trust-to-operating transfer automatically.
• 4 Click Save. Invoice status becomes Paid.