• BILLING
  • TIME
  • TASKS
  • HUMAN

How to track practice billing and tasks with your AI

Connect Lexzur to your AI client once. After that, you can query your firm's data through a simple chat interface.

Ask AI about this page

Short answer

How can I track my billing and tasks using my AI?

Your AI pulls live data from Lexzur to show you unbilled time, pending invoices, and current task lists. You'll see exactly where your practice stands without opening a new tab.

Practice health outcomes

What you can monitor.

Your AI handles the data retrieval so you can focus on the numbers.

BILLING

Track unpaid invoices

The AI pulls your current invoice list to show what's outstanding. You'll see exactly who owes what and when it was sent.

TIME

Review unbilled hours

Check your time logs to find entries that haven't been billed yet. This helps you catch missed billable time immediately.

TASKS

Monitor task lists

Get a breakdown of assigned tasks across your matters. You can see what's due and what's sitting idle.

HUMAN

Manual adjustments

The AI only reads and lists data. You still need to log into Lexzur to edit entries or change invoice statuses.

The workflow

What your AI does when you ask for updates.

The AI acts as a bridge between your chat and your Lexzur database.

  1. Fetch invoices

    The agent looks up your recent billing records to provide a summary of client accounts.

    list_invoices

  2. Audit time logs

    It scans your recorded time entries to identify specific work sessions.

    list_time_logs

  3. Check task status

    The AI retrieves your current list of active and pending tasks.

    list_tasks

  4. Summarize health

    By combining these data points, your agent provides a snapshot of your firm's current workload and revenue.

    list_invoiceslist_taskslist_time_logs

Try it

Copy these to start.

Use these prompts to get moving immediately.

Starting points

These are templates. Swap out the specific client names or matter IDs with your actual Lexzur data.

Lexzur Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_IxBT5ZdKdW7sMAuuKjEWL5rXG3rYRD6lOHda47Hm/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Lexzur capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "lexzur-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_IxBT5ZdKdW7sMAuuKjEWL5rXG3rYRD6lOHda47Hm/mcp"
    }
  }
}
Copy into chat04

  • Show me all outstanding invoices for the Smith matter.

  • List all unbilled time logs from last week.

  • What are my currently assigned tasks for the Peterson case?

  • Summarize my total unbilled time across all active matters.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Lexzur once, then ask.

Follow the link to authorize the connection. Your credentials stay encrypted and secure, and you can start chatting with your data right away.

Connect Lexzur to your AI

FAQ

How the Lexzur connector behaves.

  • 01

    Can my AI create new invoices?

    No. The AI can only list existing invoices using the available tools.

  • 02

    Can the AI delete my time logs?

    No. The AI has read-only access to your time logs and cannot delete or modify any records.

  • 03

    Does the AI see all my matters?

    The AI can access any matter data that your specific Lexzur user permissions allow.

  • 04

    Can I use this with Claude?

    Yes, you can use this with any MCP-compatible client like Claude or Cursor.

  • 05

    Will this change my task deadlines?

    No. The AI can only retrieve your task lists; it cannot change dates or assign new tasks.

  • More questions about Lexzur? The Connector page answers them. See everything the Lexzur Connector can do

Connect Lexzur to Claude, Cursor, ChatGPT & more