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What’s in a Glance? - Law Firm Billing Software

By Ivon Lerdorf Subscribe to RSS | April 5th 2012 | Views:

Once a month, attorneys review client invoices. It refreshes what has been accomplished and shows what is due, overdue, and on deposit.

Because of the high hourly rate commanded by attorneys, working on a case for even a few hours in a month can put the upcoming billing over the retainer balance.

Why not use Easy Soft’s law office software to keep each client’s retainer balance in front of your eyes on the billing screen as you record your billable time?

If you want to maintain an active conversation with your client about billing, then you need Easy Soft’s “Easy TimeBill” and “Easy Trust”. When you purchase our legal software, you’ll see trust and billing information on the same screen. This way, if you have a client coming in for a meeting, you can ask them to refresh their retainer deposit and anticipate an upcoming bill. Or, use our legal software to remind you to send out a letter updating your client on how much has been accomplished and requesting authorization to provide professional services beyond the initial deposit.

What this legal billing software screen design will also tell you is when you need to consider disengaging from representation of a client. Have the past one, two, or even three months of billing gone unpaid? The further along in the proceeding, the more difficult it may become to disengage, especially if you are in a state or a field of expertise that requires judicial permission to terminate the client representation.

With Easy TimeBill, when you open a new client or a new matter for a repeat client, you input any “minimum retainer balance required.” Completing this field in our attorney billing software allows your computer to turn into your office manager of client accounts. When the monthly bills are prepared, our legal software automatically looks at the current retainer deposit and compares it to the minimum retainer deposit. It adds a request to refresh the retainer deposit in addition to asking for the bill to be paid in full.

Here at Easy Soft, our programmers have been hard at work for more than twenty five years and 15,000 customers to create the best legal software on the market. We look forward to hearing from you that Easy Soft was love at first sight.

Ivon Lerdorf - About Author:
A comprehensive guide for law firms to understand, evaluate and select proper family law software, best legal software and divorce settlements.

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