You can specify Statement Notes for individual clients, which can then be automatically cleared once the statement has been updated.   Read More...


Our firm sends email statements to our clients, and each attorney sets up their own email templates. Two attorneys have left the firm in the past few weeks, and we want a list of email templates along with the clients to which they are assigned so that we can update all of them. Is there a report for this?   Read More...


We have agreed to give one of our clients a 10% fee discount on their next statement. We want this discount to stand out on the statement, perhaps on a separate line from any other totals. Is there a way to do this?   Read More...


We need to charge the same cost to multiple matters with the same description and amount.  Is there a way to enter the cost one time and then just copy it to another matter?   Read More...


We are making changes to our statement templates and want to know which clients are currently using each template. Is there a report that we can run that would provide this information?   Read More...


What is the Client Inactivity Report, and why should you use it? The Client Inactivity Report can be used to identify clients and matters with no activity in a specified time frame, which can help keep clients from slipping through the cracks.   Read More...


We have several clients with the same client name, so searching for them brings up multiple results. Is there any way to make the search more unique?   Read More...


I need to find out which contacts were involved with a specific client matter. Is there a report that provides this information?   Read More...


We recently added a new field to the Client file. Although the field is placed toward the top of the form, it is the last field accessed when we tab through the fields. Is there any way to change the tab order?   Read More...


Did you know that you can add tabs to the Client, Contact, and Journal files that are specific to an Area of Practice, Contact Category, or Journal Type?   Read More...


We need to make a change to a Fee Rate Table that is shared with a number of clients. However, we may need to create a new Fee Rate Table if not all clients should be affected by this change. How can we tell which clients are set to use this table?   Read More...


I have a client that is configured for split billing but they want to see the pre-split values of the transactions on their statement. Is there any way to do this?   Read More...


Billing Q&A: Client Manager Reports

January 2020    Tags: , ,
No comments

When I print a Client Ledger Report from the Client Manager, I get a message that nothing printed. However, when I run the Client Ledger Report directly, it shows me the client’s history. Why won’t the report print from the Client Manager?   Read More...


Spotlight: Change Client Options

October 2019    Tags: ,
No comments

Do you need to make a change that affects multiple clients or matters? Do you want to save time by changing clients all at once instead of one at a time? Use the Change Client Options program!   Read More...


I represent an insurance company with over 80 active matters. This company is now requiring fee descriptions to not exceed 300 characters. Is there a way to put a character limit on fees for a single client?   Read More...


Billing Q&A: Transfer Transactions

October 2019    Tags: , ,
No comments

I entered several fees, only to discover that I entered them for the wrong matter. Is there an easy way to move these to the correct matter without having to delete and reenter all of them?   Read More...


When I’m journaling emails from Outlook, the Client and Contact fields sometimes populate a value and sometimes don’t. What determines when those will have a default value or not?   Read More...