Client costs & reimbursements

Billing & payments · Free reading guide

Matter-related costs are easier to review when each expense has a clear purpose, supporting document, and billing decision. Avoid relying on a short bank description as the full explanation.

Build your understanding

• Capture matter identifiers and receipts at the source.
• Identify who decides whether and how a cost is billed.
• Track unresolved costs separately for follow-up.

A practical starting exercise

Create a one-page map of this workflow using fictional examples. List the source information, the person who prepares it, the reviewer, and the question each step should answer. Mark any point where responsibility or evidence is unclear.

Bring those open questions to your supervisor or adviser. The exercise is intended to organize a conversation; it is not permission to change account treatment, move money, or replace an established control.

This is a reading topic, not a video course. It does not issue a completion certificate or professional credit.