BillerAssist EasyCodes Edition

BillerAssist EasyCodes Edition lets you use Clio to substantially reduce the time and hassle spent on billing review, outside counsel billing guideline compliance, and manual UTBMS coding.

SPEED UP INVOICE APPROVAL:
BillerAssist EasyCodes Edition allows you to review and approve an entire month of billing in minutes. Just import your entries from Clio in one click. All unusual charges and problematic entries will be automatically flagged with color-codes for quick review. All billing guideline violations will be identified. All UTBMS codes will be automatically applied. All you have to do is look for the color codes.

ADAPTS TO YOUR FIRM’S PRACTICES:
The color codes and UTBMS codes are automatically applied based on your own billing records, and any changes you make. Internal or client-mandated billing rules can be set by client or by matter. With its machine learning technology, BillerAssist EasyCodes Edition gets smarter the more you use it.

ELIMINATE BILLING ERRORS AT THE SOURCE:
BillerAssist EasyCodes Edition can also be used to automatically train associates and other timekeepers how to bill. The app helps associates and other timekeepers avoid billing errors, by automatically flagging “problem” entries in real time, and by providing suggested descriptions based on your own billing records before your timekeepers even finish typing. This ensures efficiency while work is being done and eliminates billing errors at the source.

REMOVE BOTTLENECKS IN BILLING:
Partners should not have to spend hours reviewing billing entries for invoicing. Partners should not have to train people how to bill. Law firms should not have to manually enter UTBMS codes. Now they don’t have to.

Key Features

  • ONLY ONE USER ACCOUNT NEEDED:
    With a single user account, BillerAssist EasyCodes Edition lets you: (1) Quickly import new entries for all timekeepers in your entire firm with one click; (2) Easily identify unusual charges, billing guideline violations, and other "problematic" entries by color-codes; (3) Have all UTBMS codes applied automatically, with no pulldown menus or other human involvement needed; (4) Make any edits you want with super-fast inline editing; and then (5) Update your billing entries in Clio with one-click.

    SET UP IS QUICK AND EASY:
    Get set up in under 5 minutes! A video on our website shows you how to set up BillerAssist Easy Codes Edition in about 4 minutes.

    IMPROVE BILLING ENTRIES IN REAL-TIME:
    Save even more time -- and bill more effectively -- with user accounts for each of your timekeepers:
    • Allows your users to avoid non-billable work with real-time notifications of unusual charges
    • Suggested entries from your own past billing records prevent errors going forward
    • Automatically alerts for violations of internal or client-mandated billing rules
    • Automatically applies UTBMS codes
    • Increases your firm’s realization and collection rates, while decreasing billing disputes and write-offs

    LEARNS FROM YOUR CHANGES:
    BillerAssist EasyCodes Edition comes with a pre-trained data set for easy setup. Alternatively, you can easily import your own billing records directly from Clio for more tailored results. Either way, the app learns from your own billing records each month to quickly conform to your specific billing practices.

    WORKS SIDE BY SIDE WITH CLIO:
    Our Clio Integration Bar allows users to easily toggle back and forth with Clio.