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Creating Bills

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ESILAW Simplifies Billing

Law firms often have different billing practices from one firm to the next, which is precisely why ESILAW provides you with the flexiblity to bill any way you want. Regardless of the size or type of firm, ESILAW's billing toolset will cater to your needs and significantly reduce the time it takes to produce your bills.

 

Work from a Single Interface

ESILAW combines pre-billing and billing into a simple, highly intuitive and flexbile interface that allows you to do all of your billing work in one central location. Generate quick bills, multi-client bill runs, edit work-in-progress, produce pre-bills or draft bills, apply payments, and output final bills from the convenience of a single feature.

 

Select Who, What, and How to Bill

Determing who to bill, what to bill, and how to bill is easily achieved using the extensive billing settings and options at your disposal.

  • Select specific clients or matters, ranges of clients, or all clients or matters
  • Select client or matters by lawyer/timekeeper, area of law, or client group
  • Sort multi-client bill runs by client, matter, or responsible lawyer
  • Consolidate multiple matters onto a single bill
  • Include time, disbursements, payment history, and trust history, with user-defined date ranges
  • Include non-billable time on bills
  • Exclude clients based on a minimum amount owing of fees, disbursements, or other charges
  • Create bills that are reminders for past due accounts with no current activity
  • Apply an administrative surcharge to fees or to the entire bill
  • Produce an A/R matter summary report that can be sent with bills
 

For Firms that Generate Pre-bills or Draft Bills

Work-in-progress entries can be edited directly in billing, allowing you to conveniently make changes to client time and expense entries while you're working on your bills. Pre-bills can be generated for a single client or for all clients along with a pre-bill summary report that shows balance fowards, new charges, and taxes.

 

Billing Remembers Your Selections

ESILAW's billing remembers your selections and settings so you can easily exit or return to a billing run at any time without losing your work.

 

Unprecedented Flexibility

Clients can be added, removed, or moved freely between the various stages of billing. This open-ened approach gives you unprecedented flexiblity and allows you to perform tasks such as creating a bill for a single client without abandoning a multi-client bill run.

 

Additional Billing Features

  • Preview bills prior to print them.
  • Apply an administrative surcharge to fees or to the entire bill
  • Group disbursements by type
  • Print envelopes
  • Automatically create Microsoft Word® compatible Rich Text Format (RTF) bills
  • Markup fees
  • Apply manual payments to bills or set automatic payments at the client level
  • Set fee allocation globally, at the client level, or at the bill level
  • Automatically post and print trust checks and client receipts
  • Produce a summary report with balance forwards, new charges, taxes, payments, and totals
  • Save default billing settings by user
 

Split Bills Among Multiple Matters

Use the Split bill feature to split bills among multiple clients or matters by specifying percentage splits for time and/or disbursements.

 

Task-Based Billing

Generate task-based bills for your client or matters with UTBMS task, activity and expense codes based on your time and expense entries.

 

Produce Electronic Bills with the E-bill Module

Automatically produce electronic bills in a variety of formats including LEDES, LegalGard, and ICBC (Canada).

 

Reverse or Reprint Bills in Seconds

If you make a mistake and need to reverse a billl or need to reprint a copy of a bill you can do so in seconds using the Reverse Bill and Reprint Bill features.

 
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