Easy TimeBill 4.0.2 A comprehensive program to manage legal time tracking and billing
When it comes to legal billing software, not only is Easy TimeBill the simplest legal billing software on the market today, but it also offers the best value.
Most billing programs lack even basic legal practice specific functions, or are so complicated you need to hire a consultant just to get started. With Easy TimeBill, you can set up the program and prepare your first invoice in five minutes, without any outside help.
Get Easy TimeBill and give it a try to fully assess its capabilities!
Here are some key features of "Easy TimeBill":
Legal Billing Features:
· Create an unlimited number of TimeKeepers (billable persons) with up to eight rate levels for each TimeKeeper.
· Create matters and set billing types (hourly, flat fee, recurring, etc.) and optional minimum retainer requirement amount. Even for fixed or contingency fee matters, you can track time spent so you can analyze a matter's profitability.
· TimeKeepers billing rate can also be locally set for special matters instead of using global legal billing rate, which is very important when you offer discounts for a matter, or a previous years' legal billing rates are continued for older matters.
· Record billable time and expenses for matters. Create time entries individually or as a weekly timesheet. Software supports UTBMS standardized billing codes.
· Use an intuitive time clock system that permits work on multiple matters with individually controlled start/stop time clocks.
· Customize and edit all invoices and letters with a built in editor. Change header/footer; insert logo, text, labels or special messages.
· Generate Invoices with an optional cover letter. Send invoices via email or save as Word/PDF document. Display past due and retainer balances on cover letters.
· Matter's unbilled and unpaid balances are automatically updated as time/expense cards are billed.
· Disbursements from operating accounts can be posted directly to a matter as Expense Card for later inclusion in invoices.
Receive Payments/Generate Notices:
· Receive client advances (retainers) in either operating or trust bank accounts.
· Receive invoice payments with new client funds or apply retainers if available. If trust retainers are used, debit trust account automatically, prepare a check into trust bank, a deposit into operating bank and mark invoice paid, all in 1-click.
· Batch generate batch past due invoice reminder notices (e.g. 30, 60, 90 days) and send via email.
· Batch generate bulk retainer replenishment letters as retainer balances fall below minimum required for each matter and send by email.
· A matter's unpaid and retainer balances are updated automatically, as invoices are paid from new funds and/or retainer funds.
Banking Features:
· Record income or expenses that are not matter-linked (e.g. rent payments) in separate categories. Matter linked expenses can be posted directly as Expense Cards for later inclusion in invoices.
· Refund excess client payments using credit memo and issue refund checks.
· Print checks and deposit slips.
· Perform monthly bank reconciliations. Keep each month's reconciled statement separate from other months.
Built In Conflict Checking System:
· Software helps you comply with professional liability insurance requirements. Maintaining a conflict of interest system, which can adequately detect, identify and address any potential conflict, is a critical part of law office operation.
· Before adding a new client, simply run a conflict search against other clients and their related contacts.
Management Reports:
· Comprehensive set of legal reports with numerous selection criteria and sorting options, separated into Accounting, Admin, Banking, Billing categories.
· Save all reports in PDF/Word/Excel formats.
Security Features:
· User ID/Password based login system for ALL users.
· Assign per user login account permissions to limit access for certain activities, such as, invoice generation, check printing. etc.
· Special "Billing Lite" user account with "time entry only" permission. The user can enter time and expense cards without any ability to view matter balances or any other information.
Productivity Features:
· Networked so multiple users can work simultaneously.
· Inactivate closed matters/bank accounts to prevent future inadvertent use.
· One-click database backup and restore options.
· Built in sample database for initial practice/learning.
Download Easy TimeBill 4.0.2
