As more law firms switch to paperless environments, emailing statements can be a great solution for reducing your office paper needs while adding convenience for your clients!   Read More...


Quick Tip: Statement Terminology

March 2023    Tags: ,
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Did you know that the language used on statements can be customized? The Terminology tab of Statement Customization provides 77 terms that can be changed.   Read More...


Billing Q&A: Using Statement Comments

February 2023    Tags: ,
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Can I add explanatory notes to my fees that will be shown on draft statements but not final statements?   Read More...


Did you know that you can reprint client statements whenever needed?   Read More...


We are starting to use the Email Statements feature but want to protect our client's sensitive information. Is there a way to add more security to the statements that are sent?   Read More...


How can I change the terminology used in the trust section of my statements?   Read More...