Automated Online Time Billing & Trust Accounting

image5

BILLING PARAMETERS


AUTOMATIC ONLINE TIME BILLING

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

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

It has a pause/resume time button to use when you are interrupted.


Users tell us that about 80% of billing is now automated, and a real plus -- you don't need

 to open a billing screen.   Do the work, and billing is automatic.


MANUAL BILLING

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

Bill expenses and other. 


TASK BASED BILLING

Installed descriptions and suggested flat-rate amounts make this 

a two-click event.  Change, delete, and Install your own descriptions and default amounts.

You may change any amount upon billing the item.  However, using default amounts 

promotes consistency.

image6

TIME BILLING AND TRUST ACCOUNTING

  1. Establish 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. A feature to request permission from the client to apply funds is included.  It is required in some States.
  5. Make deposits for other than retainers. 
  6. The Trust Account Report accurately displays all transaction for every client matter.

image7

PRINTING INVOICE / STATEMENTS

Print a "pre-bill" anytime.

  1. Print one invoice for client matter, or all for a period.   Automatically archived unless you decline.
  2. Print by groups organized by matter type.
  3. Print for an attorney by matter type
  4. Deliver via postal services or email INVOICES or STATEMENTS WITHOUT HAVING TO DO AN ATTACHEMENT

           Add any special notes TO PRINT for all recipients

  •    Click Send.
  •    A Non-delivery report is generated.
  •    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..