Law Firm Financial Management Template

Law Firm Financial Management in Priority Matrix

Manage billing, budgeting, and financial planning for your law firm with this comprehensive template.

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Proposed Tasks

Neither Urgent nor Important

• Client Billing - weekly task
  ☐ Prepare client invoices ☐ Send invoices ☐ Track payments
• Financial Audits - quarterly task
  ☐ Prepare financial statements ☐ Coordinate with auditors ☐ Address audit findings
• Monthly Financial Review - monthly task
  ☐ Analyze financial performance ☐ Identify areas for improvement ☐ Adjust budget as necessary
• Payroll Management - biweekly task
  ☐ Calculate employee hours ☐ Issue payments ☐ Record payroll expenses
• Tax Preparation - annual task
  ☐ Collect necessary documents ☐ Calculate tax obligations ☐ File tax return
• Track Expenses - ongoing task
  ☐ Record all business expenses ☐ Review and categorize expenses ☐ Monitor budget
• Set Financial Deadlines - due in 3 days
  ☐ Identify key dates ☐ Set reminders ☐ Communicate deadlines to team
• Create Budget Plan - due in 1 week
  ☐ Identify necessary expenses ☐ Allocate resources ☐ Set financial goals
• Set Billing System - due in 2 weeks
  ☐ Choose billing software ☐ Enter client information ☐ Set payment terms
• Investment Planning - due in 1 month
  ☐ Evaluate investment opportunities ☐ Decide on investments ☐ Monitor investment performance