Billing can be an incredibly time-consuming task. Reviewing time entries, correcting errors, deleting and redrafting bills, submitting for review…even worse, 65% of attorneys aren’t using any form of billing software at all (per the ABA’s 2013 Tech Report). What if there was an easier way? There is.
Based on feedback from our customers, our new streamlined legal billing features make deleting, editing and re-generating bills to correct a single mistake are a thing of the past—push one button to generate bills for any unbilled matters, make any necessary edits, approve bills when they’re ready to go, and send them to your clients. All that’s left is getting paid. (We’ll keep pushing for that ‘hired goons’ upgrade.)
Make Billing A Team Effort
Small and large firms alike will love the new ability to collaborate on bills; other firm members can now review and edit an invoice prior to submitting for an administrator to approve. If you don’t have a need to review, you can generate bills from draft with a single click. Congratulations, you just earned an extra coffee break. Do that a few more times and you’ll earn an extra billable hour!
Never Misplace A Payment
With the new billing workflow, you’ll never again encounter a situation where you have to search for a payment applied to a deleted bill. Easily apply full or partial payments to approved bills only, ensuring all payments are associated with the proper invoice, the first time. The new workflow is also built to integrate with other existing accounting solutions like Xero. Whether you use one or Clio alone, you’ll be delighted with the new simple workflow.
With Clio’s latest upgrade, you’ll be delivering bills to your clients in no time. Just another way we’re helping thousands of legal professionals save time, make money, and grow their practice.