Automated Online Time Billing & Trust Accounting

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BILLING PARAMETERS


Billing in tenths and quarter hours and in real-time.

Task based billing with default amounts that may be overwritten.

Automatic Time Billing of events - check this out!


AUTOMATIC Online Time Billing

AutoBill uses billing codes to place pre-defined text in your invoice. 

It has a resume time button  when you are interrupted


Manual BILLING 

Billing in tenths and quarter hours and in real-time.

Task based billing with default amounts (that you may edit).

TRUST ACCOUNT & RETAINER

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  1. http://www.completedataonlinelegalsoftware.com/contact-usEstablish your required retainer amount when a client matter is installed.  (It may be added later')
  2. Establish minimum balance.
  3. Insert payment and amount upon receipt.
  4. Feature to request permission from the client to apply funds; required in some States.
  5. Make deposits for other than retainers. 
  6. The Trust Account Report accurately displays all transaction for every client matter.

PRINTING INVOICE/STATERMENTS

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Print a "pre-bill" anytime.

  1. Print for one client matter for a period.   It is automatically archived.
  2. Print by groups.
  3. Print for an attorney
  4. Deliver via postal services.

              EMAIL INVOICES/STATEMENTS WITHOUT 

HAVING TO DO AN ATTACHEMENT

  1. Simply select email delivery
  2. Add any special notes TO PRINT for all recipients.
  3. Click Send.
  4. A Non-delivery report is generated.
  5. Make corrections and resend.

All invoice/statements delivered create an archive file, and post a carry forward-balance to the next statement. 


 Use "Archive All" Button to save in an easy to find folder.  Available for  10 years, or optionally more..