Billing

Experience high functionality and advanced customization with efficiency and ease.

= Queued

= In-Progress

= Active

Bambora

Payment processing

Clio

Practice management

CASEpeer

Case management

ClientPay

Payment processing

Copitrak

Document Management

Fattmerchant

Payment processing

LawPay

Payment processing

LawGro

LawToolBox

Practice management

NetDocuments

Document management

Microsoft Office 365

Case management

Worldox

Document Management

Yocierge

Document retrieval

Intuitive Entry

Supports flat-fee, task-based, and time-based billing.
Integrated UTBMS codes for seamless task-based billing.
Enter billable hours, non-billable hours, and flat-fees quickly with an easy-to-use timesheet.
Import external entries with a simple "drag-and-drop" feature.
Convenient time/expense quick entry window.

Custom Billing Arrangements

Create contact groups for effortless split-billing.
Dramatically simplified on-demand and mass billing.
Use mass billing filter to exclude files not ready for invoicing.
Ability to allocate charges to specific parties.

Robust Processing

One-step or multi-step billing processes available.
Specially configure billing rules file-by-file, or set general billing behaviors.
Add, adjust, or remove charges during the billing process.
Perform trust transfers automatically during billing.
Multi-step billing system prevents new entries from being added to a finalized invoice.

Dynamic Templates

Intelligent layout technology reduces the need for multiple billing templates.
Single-click billing controls for further customization.
Allows custom-embedded HTML for complex billing layouts.

Advanced Invoicing

Produce professional and easy-to-read client invoices.
Automatically reconcile expense entries to your invoices.
Easily break out service charges that are neither fees nor expenses on your invoice.
Split-billing invoices only show the history relevant to a specific client.
Clients belonging to multiple files or split-billing groups receive a single, collated invoice with a summary page.
Create hard-copy or electronic invoices.