Billing

Experience high functionality and advanced customization with efficiency and ease.

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ALB

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integration in progress

active integration

Electronic Billing Scrubbing

Appara

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Real Estate Conveyancing

Actionstep

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Practice Management

CASEpeer

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integration in progress

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Case management

Copitrak

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integration in progress

active integration

Confido Legal

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integration in progress

active integration

Payment Processing

Closer

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integration in progress

active integration

Real Estate Conveyancing

GoVeyance

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integration in progress

active integration

iManage

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integration in progress

active integration

Document Management

LawPay

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integration in progress

active integration

Payment processing

LawGro

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active integration

LawToolBox

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integration in progress

active integration

Practice management

NetDocuments

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integration in progress

active integration

Document management

Microsoft Office 365

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integration in progress

active integration

Case management

PaperCut

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integration in progress

active integration

Print Management

Quintalink

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integration in progress

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Real Estate Conveyancing

Worldox

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Document Management

Yocierge

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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.