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I get so excited when I help a client with a question that helps them manage their client billing more efficiently. My recent post about showing firms not only how their new software works, but how to make that software work for them, I was referring to just this type of scenario. A client called and needed to set up a different rate for each level of service - partner, associate, paralegal - for one client. They were struggling with how to make it work. The billing clerk gave me her thoughts and I explained to her that if she did it the way she planned, she would in turn need to change billing rates for all her other clients. I knew this would be incredibly time consuming and in the long run a complete mess. So, I showed her how to create a special fee for each timekeeper then apply those special fees to the client so every time one of the timekeepers enters their time, the billing rate automatically defaults to the correct amount. This knowledge comes from the many years I spent processing law firm billing. I've always wanted to do the best job possible for any firm I've worked with, now I get to help many firms with the lessons I've learned. If you need client billing advice or thoughts on ways to help your firm's billing process run more efficiently, We're Boss is the source to call. Our team loves to find efficiencies in firms to help you better process all things admin. \#statebaroftexas \#thehba \#dallasbarassoc \#sabarassociation \#houston_bar_assoc \#texaswomenlawyers \#theaustinbar \#ttla_texas

I get so excited when I help a client with a question that helps them manage their client billing more efficiently. My recent post about showing firms not only how their new software works, but how to make that software work for them, I was referring to just this type of scenario. A client called and needed to set up a different rate for each level of service - partner, associate, paralegal - for one client. They were struggling with how to make it work. The billing clerk gave me her thoughts and I explained to her that if she did it the way she planned, she would in turn need to change billing rates for all her other clients. I knew this would be incredibly time consuming and in the long run a complete mess. So, I showed her how to create a special fee for each timekeeper then apply those special fees to the client so every time one of the timekeepers enters their time, the billing rate automatically defaults to the correct amount. This knowledge comes from the many years I spent processing law firm billing. I've always wanted to do the best job possible for any firm I've worked with, now I get to help many firms with the lessons I've learned. If you need client billing advice or thoughts on ways to help your firm's billing process run more efficiently, We're Boss is the source to call. Our team loves to find efficiencies in firms to help you better process all things admin. \#statebaroftexas \#thehba \#dallasbarassoc \#sabarassociation \#houston_bar_assoc \#texaswomenlawyers \#theaustinbar \#ttla_texas

eBilling Function Third Function : Maintenace A) Timekeepers The process of timekeeper maintenance in legal eBilling involves managing and updating information related to the individuals who perform legal work and bill for their time. This process typically includes: 1. Timekeeper Setup: Setting up new timekeepers in the billing system, which includes entering their personal information, contact details, and billing rates. 2. Rate Maintenance: Updating billing rates for existing timekeepers as needed, such as when rates change or when new billing arrangements are made with clients. 3. Role Assignment: Assigning appropriate roles and permissions to timekeepers within the billing system, such as attorney, paralegal, or support staff. 4. Activity Code Maintenance: Ensuring that timekeepers are associated with the correct activity codes, which categorize the types of work performed (e.g., research, drafting, client meetings). 5. Compliance Checks: Verifying that timekeepers are compliant with client billing guidelines, including any specific requirements regarding qualifications, rates, or billing practices. 6. Inactive Timekeepers: Managing the status of timekeepers who are no longer with the firm or who are temporarily inactive, including archiving their information or updating their status as needed. 7. Reporting and Analysis: Generating reports and conducting analysis on timekeeper data, such as billable hours, rates, and client profitability. By maintaining accurate and up-to-date information about timekeepers, law firms can ensure that their billing practices are in compliance with client requirements and that invoices are accurate and transparent.

Unlock the Power of Data-Driven Law Get smarter about your firm with legal timekeeping software. Gain valuable insights into time allocation and identify areas for growth. Improve efficiency, maximize profitability, and deliver exceptional service with the power of data. #legalinnovation #lawfirmanalytics #dataprivenddecisions #futureoflaw

Don't Let Security Concerns Hold You Back Investing in legal timekeeping software doesn't mean compromising on security. Look for features like data encryption and user permissions to safeguard client data. Boost efficiency, improve billing accuracy, and prioritize client security with the right software solution. #cybersecurity #legalcompliance #dataprotection #securelawfirms

In this blog, we will take a look at some of the functions that are included in the leading estate planning legal software solutions.

Streamline. Secure. Succeed. Legal timekeeping software offers the perfect trifecta for law firms. Streamline workflows with automation, secure client data with robust features, and pave the way for success through improved efficiency and profitability. Explore your options and discover how legal tech can transform your firm. #legaltechrevolution #lawfirmtransformation #efficiencyexperts #clientfirst

Bill with Confidence, Work with Freedom Manual time tracking slowing you down? Legal timekeeping software automates tasks, improves billing accuracy, and frees up your team. Increase productivity, boost client satisfaction, and focus on what matters most - your clients. #lawpracticemanagement #cloudlaw #efficientlawyers #happyclients

Managing Client Bills for Law Firms - Part 1 💼📋 Managing client bills in law firms requires a systematic approach to ensure accuracy, transparency, and timely payments. Here are key strategies and best practices for effective client billing management in a law firm: Utilize Legal Billing Software: - Use specialized legal billing software like Clio, LeanLaw, MyCase, or PracticePanther to streamline the billing process. - Ensure the billing software integrates with other systems like time tracking, case management, and accounting software. Accurate Timekeeping: - Use digital timekeeping tools to accurately record billable hours. - Encourage attorneys and staff to log time entries daily to avoid discrepancies. - Ensure time entries include detailed descriptions of the work performed, which helps justify the billed amount to clients. Clear Fee Agreements: - Provide clients with clear, written fee agreements that outline billing rates, payment terms, and what expenses will be billed. - Send invoices regularly (at least monthly) to avoid large, unexpected bills and to maintain consistent cash flow. Itemized Invoices: - Create itemized invoices that break down services provided, hours worked, and rates charged. This transparency helps clients understand their bills and reduces disputes. - Use a professional and easy-to-read invoice format. Include your law firm’s branding and all necessary contact information. Pre-Bill Review: - Conduct a pre-bill review where senior attorneys or billing specialists review draft invoices for accuracy and completeness before they are sent to clients. - Make adjustments based on specific client agreements or previous feedback to ensure client satisfaction. Stay tuned for Part 2! #LawFirm #ClientBilling #LegalBilling #LawPractice #BillingSoftware #Timekeeping #FeeAgreements #Invoices #Transparency #LegalTips

Legal Timekeeping Software for Law Firms: Boost Efficiency and Profitability Struggling to track time accurately, bill clients efficiently, and boost profitability? The solution lies in investing in #legaltimekeepingsoftware. This tool automates tasks, enhances billing accuracy, and offers valuable data insights for your law firm. Benefits include increased productivity through automated time tracking, enhanced billing accuracy with features like automatic timers and flexible billing rates, and improved client satisfaction through faster invoicing and transparent billing. Additionally, ensure stronger data security with features such as data encryption and user permissions. When selecting the right software, consider factors like your firm's size, legal specialty, and budget. Look for user-friendly options with robust customer support, cloud-based functionality for accessibility, scalability, and security, and seamless integration with your existing legal and business tools. Explore popular legal timekeeping software options like PageLightPrime, PracticePanther, MyCase, Bill4Time, and TimeSolv—all tailored to meet different needs. Invest in the success of your firm by choosing the ideal legal timekeeping software to streamline operations, safeguard client data, and deliver exceptional service. #LawFirm