Create Your Invoice Editor Online Free for Legal Needs

Invoice editor online free for Legal

[Music] welcome to llaw when you first log into llaw you will see our calendar page our time entries page expenses billing clients and matters and Reporting today we're going to give a brief overview of L LA and we're going to start by talking about our time entries because that'll be the basis for any um of the downstream information that we'll see so leanlaw offers several different ways of Doing Time entries we have a calendar view where you can drag and drop and then enter time from there um you can select your client matter um and then type in a description and then you save um and you have a new time there you can also run timers I've just started a new timer here and um you can go in and um select your client and matter when you're ready to enter that um and [Music] then uh go go ahead and write the description uh and then when you're ready you can pause the timer and save um and that will launch this so you can enter time through the calendar or through the timers view um that's going to be kind of as you go through your workflow and then if you're wanting to enter time um in bulk you can go ahead and do the same thing through our time entries page where again you would um enter the client enter the matter um your description and then you just put in the time um if it's something that needs to be non billable or you want to log it against a fixed fee you can do that as well um and then you just create that time entry and then you can continue to create additional time entri from there on top of that we have our um mobile and desktop um applications also a mobile for both Android and Apple um and you can enter time um through those as well we're not going to show that here today so all of that forms the basis of then how you do your billing so we're going to take a look at how you can build with linla so lla offers a a smart workflow to help you move through the steps of the billing process easily and we do that starting with our ready to build page so the ready to build page will bring up the um all of the clients and matters where you have um time entries or fixed fees or expenses logged against those but have not been yet put into a a draft of a bill um and so you can see here that I looking at all of the options for me to Bill a particular client or matter I can go ahead and I can use bulk workflows to do multiple um clients and create multiple invoices at once with our create draft invoices um or I can um select an individual invoice and I can go ahead and with one click I've created um a draft for that so that's our ready to build page and we got smart filtering available for you if that's something that you're interested in then once you've created this draft invoice and you can see I've got several options here you can easily go in and edit the information on a draft um so you can customize what goes into the memo um by let's say we're going to include we're just going to include the Trust balance or let's just say I want to include matter totals there uh if I wanted to add text I I could text and I can apply that um I can also go in I can um edit individual time entries let's say somebody had a time a typo or I wanted to make the information more specific I can go in and edit that I can write down information so if I didn't want to build a full amount I could say h let's actually write that down and only charge 7 for that um I can also um make anything non-billable I can write it down to zero I can save it for later or if I notice something is in the wrong matter I can change that as well um if I also no something is missing I can go ahead and add a new time entry from there as well um and then I can see um the summary of the services who we billing it to um any of the expenses any of the fees and once I've made all of the changes that I need to make to this invoice then I can go ahead and if you have it configured for an approval stage can go ahead and approve this invoice um it's not required to have an approved stage but if you want to have a second set of eyes on an invoice to review um you can do that here it'll pop open in the draft editor again but here you can't actually edit so um it let's say you had um an attorney who's going in and making the drafts and they want to communicate that yes this invoice is ready to go but they're not actually the person who is sending out the draft um then and then they want to indicate that it's ready to go to say your billing coordinator who's going to actually send out the invoices um that might be where You' use the approval workflow so um in this stage you can go in and um kind of confirm the information and then once the invoice is ready to CL you hit approve and submit and what that will do is that will send your invoice to QuickBooks um and we will see uh then in our manage invoices section which is these are all of our sent invoices I've got this invoice that I've just sent and you can load the PDF and based on your um template setup um you will get back a a PDF view of what the invoice was in the current state of that um so you can see um I've got a variety of um different expenses and some charges that exist on this one from this page you can go ahead you can you can do a variety of different things you can open it directly in QuickBooks you can see the original draft you can print it you can email you can record a payment you can pay it from trust um and you can also get an invoice summary so lots of different options of the billing workflow that you can use here once you've done that then you can also for anything that you've emailed you can track the status of um an invoice you can see that uh this invo voice was sent on the 21st um and then it has been opened um and so you can see if you've got um kind of multiple emails that have happened you can also see the status of multiple emails if you've sent reminder emails um that which you can also do either in bulk or uh individually um if you wanted to send a reminder then you can go ahead and send that reminder based on um based on template you have set up and then you've got um you can start tracking that you can see it's sending as we go so this allows you to see the state of the communication that you've had with your clients um and then um one additional thing to touch on there's some additional pieces of the workflow here some reporting some information about payments um but you also um if you needed to say replenish a trust or set up a new Trust um you know earlier I showed you how you might pay something from trust um but you can easily go in and either deposit funds or request new funds um for a particular client see red fish um you can go in and request additional funds um uh and you can tailor the message that goes and then that will send an email with a payment link um to that Associated um client that you just said that too so that is a very brief overview of our billing functionality um and the last thing that you you're going to want to do so we've talked about kind of time is that foundational billing block building block and then billing and going through this workflow of preparing and sending those invoices out to your clients then getting paid for those invoices um and the last thing you need to do when you think about running your Law Firm is understanding um where things are so being able to see the value of all of your work in progress being able to understand your aging AR um being able to see how productive your team is and Lena has a whole reporting section that's designed to give you that flexibility um so um we we've got our standard whip build collected report um this is very useful in getting you a snapshot of the work that's in progress anything that's in a draft State um anything that has been built and then anything that has been collected and you can see that by user we also have this report um configured a couple of different ways but this is very powerful to give you a sense of what you're expecting to bill for soon what you have build for and what you've actually earned um and you'll see that that whip build collector report you can see it by our concept of responsible by client and matter by practice area um so lots of flexibility in terms of how you can look at that in addition you may want to get a sense of how productive your team is um and so um here you can see the billable hours the non-billable hours the total hours and the value of that time um that happening so if you really want to drill into the productivity um or if you want to think about it um your utilization rate this productivity reporting is going to be very helpful for you um and then lastly and this one we actually integrated in our billing workflow because it's so related to billing um is being able to get a view of your receivables um and the aging on that so you can see for each matter you know what is the current account balance what is current what has been build in the last 1 to 30 days last 31 to 60 days last 61 to 90 days and greater than 90 days so you can get a sense of how effective your collections are and um which clients and matters are um outstanding in what amount of time so that is an overview of leanlaw and we look forward to talking to you more about it so please contact us to learn more