SectorsLaw firms and legal professionals

Bills with withholding, hours per case and per-matter profitability

Log the time spent on each case, bill the hours with the 15% withholding applied, and collect retainers automatically every month. Compliant with RD 1007/2023.

Compliant with RD 1007/2023 (VeriFactu) · Data hosted in the EU · No lock-in

A law firm bills differently from most businesses: bills with IRPF withholding (15% general rate, 7% during the first three years of activity) when the client is a company or professional, billable hours that need to be captured before they're forgotten, and monthly retainers that should collect themselves. Cofactu covers that entire workflow and, along the way, handles VeriFactu: every bill is issued with a signed record, chained hash and verifiable QR code, mandatory from January 2027 for companies and July 2027 for self-employed professionals.

The core piece for a law firm is time: each matter is a case with its own hourly rate, hours are logged against the case (including the 20-minute call), and when billing, they flow into the invoice as line items — with full traceability of which hours were billed and which are still pending. The awkward question, "how many unbilled hours does this case have?", now has a one-click answer.

With expenses also allocated to the case (court agents, filing fees, travel), each matter has its own P&L: what was billed minus what was spent minus the cost of hours invested. You know which clients and which types of matters leave margin — and which ones only leave work.

The problem

What makes invoicing complicated in lawyers and law firms

Hours worked that never make it onto a bill

The 20-minute call, the document reviewed on Saturday, the "quick" email query — if it isn't logged in the moment, it never reaches the bill. In a firm billing by the hour, unrecorded hours are the main revenue leak, and it's invisible.

IRPF withholding, calculated by hand with errors

Billing a company requires calculating and breaking down the withholding (15%, or 7% if you're in your first three years), and the mismatch between what you withheld on your bills and what your clients report on their Modelo 111 ends up surfacing on your own tax return. Doing it in a Word template is asking for a mistake.

Retainers billed late or never

The retainer client pays 600 € a month — whenever someone remembers to issue the invoice. Every month it's issued late is cash flow pushed back, and in small firms it's not unusual to find entire months that never got billed.

Was this case profitable? Nobody knows

The case was won, the client was happy — and the firm lost money: 80 hours invested for a closed bill of 3,000 €. Without hours and expenses allocated per case, money-losing matters repeat year after year.

The solution

What Cofactu solves for lawyers and law firms

Real functionality, live in the product today — not on a roadmap. All included in the plan, no paid add-on modules.

Bills with automatic IRPF withholding

An invoice to a company or professional calculates and breaks down the withholding (15% general rate, 7% at start of activity) on the base amount. The total to collect, the 21% VAT and the amount withheld are clear for you and for the client who will report it on their Modelo 111.

Billable hours per case

Each matter has its own hourly rate and time entries. When billing, you select the pending hours and they flow in as invoice line items — what was billed and what wasn't stays tracked on the case.

Retainers with recurring billing

The monthly retainer is set up once and issues itself every month, with correct numbering and VeriFactu chain. On day 1, the month's invoices are already issued, not waiting on someone to remember.

Profitability by matter and by client

Each case accumulates what was billed, the expenses allocated to it (court agent, filing fees, travel) and the hours invested. The project view answers which matters and which clients leave margin — with numbers, not gut feeling.

Controlled retainer deposits

The client's advance payment is recorded as a payment on account of the case and gets applied against the bills you issue. How much of the deposit remains unapplied on each matter is visible — no parallel spreadsheets needed.

Quarterly tax forms from the same place

The VAT on your bills feeds the Modelo 303 and your withholdings paid are recorded for the filing. If you have employees or a trainee on payroll, the Modelo 111 also comes out of here.

More details
How it works

A commercial case in Cofactu

From engagement to final bill, with time captured and profitability in view.

  1. 1

    The matter opens as a case

    Debt collection claim for a corporate client: case opened with a rate of 150 €/h and a 1,500 € retainer deposit recorded as an advance payment.

  2. 2

    Time is logged where the work happens

    Document review (2.5 h), drafting the claim (4 h), call with the client (0.4 h) — each entry logged to the case in the moment, from the computer or the phone right after a hearing.

  3. 3

    The bill is built from the hours

    When billing, you select the 11.2 pending hours: they come in as line items with their rate. The invoice calculates 21% VAT and 15% withholding, and applies the pending deposit. It's issued VeriFactu-compliant with its QR code.

  4. 4

    The case closes with its own P&L

    Total billed, court agent and filing fee expenses allocated, hours invested: the matter closes with a known margin. The next debt collection claim is quoted with data, not gut feeling.

Real example

Bill to a corporate client with 15% withholding

This is how the tax details of a typical operation in the sector look in Cofactu. Every record carries a chained SHA-256 hash, digital signature, and AEAT verification QR code.

Item Amount
Fees — debt collection claim (11.2 h × 150 €/h) 1.680,00 €
Drafting and filing the claim 350,00 €
Taxable base 2.030,00 €
VAT 21% 426,30 €
IRPF withholding 15% −304,50 €
Total payable by the client 2.151,80 €
FAQ

Frequently asked questions

When do I apply the 15% and when the 7% withholding on my bills?
15% is the general rate for professional activities when billing companies or professionals. You can apply 7% in your first year of activity and the following two, by notifying the payer. No withholding applies to individual clients. Cofactu stores your default rate and applies it based on the client type of each bill.
How are retainer deposits managed?
The deposit is recorded as a payment on account of the case. When bills are issued, it's applied against them, and the unapplied balance stays visible on the matter. Note that a deposit for expenses paid on the client's behalf (disbursements like court fees) has different VAT treatment than a fee deposit — set this up with your advisor; Cofactu lets you record disbursements as VAT-free line items on the bill.
Does it work for a firm with several partners and associates?
Yes. Each professional has their own user with permissions (partner, associate, admin) and logs time on shared cases. Reports show hours and billing per professional, and per-matter profitability aggregates the work of everyone involved.
Does VeriFactu affect a firm that already issues few but high-value invoices?
Yes, regardless of volume. From January 2027 (companies) or July 2027 (self-employed professionals), every invoice must be created with a signed, chained record. Bills in a Word template stop being legal, and penalties reach up to 50,000 € per year.
Is attorney-client privilege compatible with cloud software?
Cofactu handles the administrative layer (clients, cases as billing units, time, bills) — it's not a document management system for legal filings and doesn't replace your case management tool. Data is stored encrypted on servers in the European Union, with per-user access control and an immutable audit log.
Can I bill costs or interest afterward on a closed matter?
Yes: the case can be reopened or billed again at any time, and the additional invoices keep the firm's numbering and VeriFactu chain. Corrective invoices (for example, adjusting a disputed bill) generate their own correction record per regulation, without touching the original.
Other sectors

Cofactu is also built for

View all sectors.

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