Simplify Your Billing Process with a Virtual Invoice for Legal

Virtual invoice for Legal

[Music] following is a review of the invoice production process and lean law here is the billing section and ready to bill is here lien law's job is to collect time entries expenses and fixed fees that encompass a bill you collate those items into a draft within ready to bill so that the attorneys can review and approve them the draft invoices are available in an electronic paperless review or they can be printed once edited they are marked approved signaling the billing clerk that it is okay to deliver the invoices to the clients now in ready to bill you have time filters to define the period you want to invoice for here on the left you can look at a specific time period and or show specific users for whom you want to create an invoice batch invoicing is available in lean law you can produce a single draft invoice or a batch of draft invoices by selecting which invoices you want to include in the batch you can produce a single invoice for a single matter or you can produce a single invoice with multiple matters summarized by matter you can also edit the types of items included on invoices in bulk for example if you say i want to produce a batch group of invoices but i don't want to build this five thousand dollars in fixed fees and i'd like to build 325 dollars in billable fees you can use check boxes to quickly turn categories on and off and you can do that at the macro level too the bulk invoicing tools allow the use of check boxes to include or remove items from the draft invoices this can be done for a specific invoice or you can check a column such as non-billable time to add or remove that from all draft invoices let's see the production of a single invoice using the jacob spec matter click the lightning bolt here to produce a single draft invoice you finalize the time in the draft invoice it is now ready for review when you want to review your draft invoices you could print them all out in bulk and send those to the attorney with a cover sheet or each attorney can do a paperless electronic review let's go back to the jacob spec matter to see a few things in the invoice draft first you'll see the trust balance in any client balance that data is real time and in contact with the invoice you've produced a trust statement for the client in an hour summary you can check on and check off based on what you want to present to the client you can edit any item and even save something for later when you save something for later that means you remove it from the invoice but it will be available to be billed at a later time you have full editing capabilities of time entries and you can remove a time entry and have several options depending on how you want to handle the removal of the item from the invoice you could bill it save it and bill it later or delete it permanently if you need to undo a draft you can easily do that marking a draft approved communicates to a billing clerk inside the law firm that invoices are ready to be delivered to the clients so heading over to the approve tab you know that these invoices are ready to be approved it becomes an official invoice in ar when you submit it to quickbooks using this button you can also download and export our leads files from here as well you