AdvologixPM basic billing is very good at providing the means to collect day-to-day billing activities for most law firms.
AdvologixPM
The Foundational Tenets of AdvologixPM billing are as follows:
- Time and Expense Billing entries are invoiced by Matter.
- All Matters are assigned to an Account (client) with balances available at the Matter and Account levels.
- Fee and time entries are by Timekeeper.
- Timekeepers can be internal staff or outside parties.
- Default rates for time billing can be set at the Account, Matter, and Timekeeper level.
- Billing items may be placed on Hold, Not Billed or billed at No Charge.
- AdvologixPM supports Trust, Retainer and Collections balances for any Matter.
- Payments and Write-offs can be received on behalf of an outstanding Invoice.
- Credits can be applied for future use (aside from Trust or Retainer) in the Matter’s cash balance.
- All billing related balances are real time and can be viewed for a Matter or for an Account from their respective displays.