The matter's Billing page provides access to matter balances, time and fee entries, electronic billing settings, staff assignments, billing settings, and Legal Accounting tags. You can view financial information about the matter, manage eligible time entries (excluding billed entries), update billing and staff details, and create or modify matter tags.
To view a matter's Billing page in Practice Management:
- Edit a matter. (See Editing a Matter for help.)
- Click the Billing menu icon. The matter's Billing page appears.
The following describes how information on this page is organized:
A. The Overview page displays matter balances from Legal Accounting:
- This includes hours, fees, disbursements, balances, payments, and trust accounts.
- Users must exist in both systems and have the access to view data on this page.
- If the Client Ledger is restricted from a user in Legal Accounting, the balances will not be available for that user to view.
B. The Time / Fees page displays all time and fees recorded on the matter. (These options are controlled by Legal Accounting Time Entry permissions.)
- Billed Entries are displayed with a status of Billed and can only be viewed.
- Entries on a Prebill will be displayed with a status or REQ.
- If your permissions allow, you can select up to 20 unbilled time entries at once and change the date, rate, fee earner, and matter.
C. The Electronic Billing page lets you view or edit the settings on the matter / file.
D. The Staff page lets you view or edit the Responsible, Assigned, Lead, and Matter Introducing Lawyers on the matter.
E. The Billing Settings page lets you view or edit the File Group, Billing Group, Tax Group, and File Hold Status for the matter's billing.
F. The Legal Accounting Tags page lets you create, view, or change tags on the matter.
Updated