# Trackmint Use Cases — Software Development & Law Firm **Date: July 18, 2026** · Companion to the PRD (doc 05) and the working prototype/app. Screenshots are taken from the actual clickable prototype (desktop) and the Expo mobile app built in this project. The one idea behind every use case: **the work item you track is the same thing you bill.** An hour logged on a board card flows — with no export, no second tool — into budgets, invoices, and payment. --- ## Part 1 — Software Development pack ("Jira × QuickBooks") **Who:** Barry's dev shop — a contractor (Barry, $120/h) with two subcontractors (Dana $95/h, Sam $80/h), serving two clients: Acme Corp and TechFlow. Today this shop would need Jira/Asana + Toggl/Harvest + QuickBooks. In Trackmint it is one tool. ### Use case S1 — Run the sprint (Basic tier) 1. Barry opens the **Sprint Board**: Backlog → In Progress → In Review → Done. 2. He creates an issue "Payment webhook retries failing" (type: Bug, client: Acme Corp, estimate 6h) and assigns it to himself. 3. During the week the team drags cards across columns; each card shows type, client, logged vs. estimated hours (green, red when over), and assignee. *What competitors miss: Jira does this but knows nothing about money; PracticePanther can't do boards at all (its own help docs tell users to bolt on Trello).* ![Sprint Board on desktop prototype](../prototype/shot-board.png) ### Use case S2 — Capture billable hours (Mid tier) 1. Barry opens the webhook bug card and taps **▶ Start timer** as he begins debugging. 2. The timer runs across the whole app (visible in the header) while he works; he stops it 2h 15m later — the time is logged to that exact issue at his $120/h rate. 3. Dana logs 3h manually on the dashboard feature ("Add hours: 3"). 4. **Time & Billing** now shows: unbilled value per issue, per member, and Acme's budget bar climbing — it turns amber at 80% of the $8,000 budget, red if over. *Design requirements from research: timers included in every time-tracking plan (Asana paywalls this at $24.99+add-on; Jira needs Tempo which charges for every seat), and reliable (PracticePanther's "timers reset themselves" was a top complaint).* ### Use case S3 — Scan a receipt into a billable expense (Advanced tier) 1. Barry uploads the June AWS invoice PDF into **Documents (AI)**. 2. The AI extracts vendor, amount ($214.37), date, category ("Cloud hosting"), and — at 72% confidence, flagged for review — matches it to client Acme Corp's project. 3. Barry confirms; the expense joins Acme's unbilled work. *This is the "QuickBooks side": no official government forms exist for software work, so the dev pack's AI is receipts → categorized billable expenses.* ### Use case S4 — One-tap invoice, get paid (Mid tier) 1. On **Invoices**, Trackmint shows "Acme Corp — $2,062.40 unbilled." 2. One tap: a draft invoice appears with line items pulled from real work — "Payment webhook retries failing — 4.5h @ $120," "Build client billing dashboard — 5.2h @ $95," "Expense — AWS June $214.37" — subtotal, total, done. 3. Barry taps **Send**; Acme receives it with an online payment link (card/ACH). Items are marked billed so nothing is double-invoiced. When money arrives, the invoice flips to Paid. *The gap this closes: 14 of our 145 mined complaints were exactly "no bridge from tracked work to a client invoice."* ![Invoice generated from unbilled hours (mobile app)](../caseboard-app/shot-invoices.png) --- ## Part 2 — Law Firm pack (matters + billing + AI forms) **Who:** a solo consumer-bankruptcy attorney with a paralegal. Today she'd need PracticePanther (billing) + Trello (boards) + Best Case or Glade (petitions). Trackmint's Legal pack renames the same engine: issues become **matter tasks**, the Sprint Board becomes the **Matter Board** (Intake → In Progress → Attorney Review → Filed/Done). ### Use case L1 — Track a matter from intake to filing (Basic tier) 1. New client T. Nguyen retains the firm for a Chapter 7. The paralegal creates matter tasks: "Nguyen — Ch. 7 petition prep," "Nguyen — client doc collection." 2. Tasks move across the Matter Board; the attorney sees at a glance which matters are stuck in Intake and which await her review. 3. Each card carries the client, task type (Filing / Research / Hearing Prep), and hours logged vs. estimate. ### Use case L2 — Bill every minute, respect the budget (Mid tier) 1. The attorney starts the timer on "Rivera — means test analysis" during research; the paralegal logs collection time on Chen's matter at her lower rate. 2. **Time & Billing** shows each matter's budget bar — Nguyen's $1,500 flat-fee budget at 51%, warning before the firm eats unbillable overrun. 3. Month-end: unbilled time per client is already assembled; invoices go out with payment links (the research showed lawyers wait ~a week for PantherPayments deposits and hate it — payments status is visible in-app). *Design requirements from research: flat-fee budget visibility ("no way to check whether you are about to exceed the budget" — real PracticePanther complaint), and no seat-banding pricing for a 2-person firm.* ### Use case L3 — The signature move: scan client docs → filled official form (Advanced tier) 1. The attorney requests documents from T. Nguyen through the app; he uploads his W-2, six months of pay stubs, and a bank statement from his phone. 2. The AI reads all three documents and extracts the fields a Chapter 7 income schedule needs — employer, gross monthly wages (6-month average across pay stubs), payroll deductions, and a rideshare side income it detected in bank deposits. 3. **Every value shows a confidence score and its source** ("← pay stubs, 6-mo avg"). The rideshare income is at 64% confidence, so it's flagged red — the attorney reviews and confirms it. Nothing fills a form without attorney sign-off. 4. One tap: **Official Form 106I (Schedule I: Your Income)** is filled and attached to the Nguyen matter, ready for the petition packet. ![AI extraction review with confidence scores](../prototype/shot-extract.png) ![Filled Official Form 106I preview](../prototype/shot-form.png) *Roadmap beyond this demo: the full petition packet (B101, B106 schedules, B107, B122 means test), creditor matrix, CM/ECF e-filing — then new profession packs reusing the same extractors (family-law FL-150, SSDI, probate).* ### Use case L4 — Same firm, same tool, different work (cross-pack) The attorney's spouse runs a small dev consultancy. Same Trackmint account, different workspace, different pack — the engine is identical; only the language, board columns, seed templates, and AI target forms change. That is the modular thesis from Barry's original idea. --- ## Tier summary across both use cases | Tier | Software Dev pack gets | Law Firm pack gets | |---|---|---| | **Basic** ($12/user/mo) | Sprint Board, issues, assignment | Matter Board, matter tasks, assignment | | **Mid** ($29/user/mo) | + timers, rates, budgets, expenses, invoices, payments | + timers, rates, matter budgets, invoices, payments | | **Advanced** ($59 + per-case AI) | + receipt scan → billable expenses | + client doc scan → filled official forms (Ch. 7/13 first) | *Prices are the illustrative tiers from the financial research (doc 06), not final.* ## Where to try each use case - **Clickable prototype** (desktop, in your Cowork sidebar as "caseboard-prototype"): all four S and L flows, including drag-and-drop and the full AI scan wizard. - **Mobile app** (`~/projects/caseboard-app`, `npx expo start`): the same flows adapted to phone — the TestFlight build will behave identically.