Pre-billing can be a convenient way of submitting time and expenses for approval without having to generate actual bills (which would require the bills then be deleted and re-generated after editing). If you’re looking for a way to take advantage of pre-billing, Clio offers two options depending on the level of detail you’re looking for in your pre-bills.
Option 1: Work In Progress Report
This option is perfect if you’re looking for an itemized summary of what is being billed for signoff. The Work In Progress report aggregates all unbilled or ongoing Time Entries for a matter and presents them in an easy-to-read format, available either in Web, PDF or CSV. The Work In Progress report is accessible from our Reports tab, and results can be limited by date range and presented grouped by Client, or Responsible Attorney.
When completed, it will look like this:
Option 2: The Time Tab
For this option, you need to access the ‘Time’ tab on matter itself. Click the ‘More’ button, and limit the display to Time Entries with an ‘Unbilled’ status. Then, export the entries to an Excel spreadsheet using the ‘Export to File’ button. This also serves as a useful overview of unbilled Time Entries, but note this will not include Expenses (these are included on a separate export, available via the ‘Expenses’ tab).
Either option makes pre-billing with Clio a snap. You can see what’s what without the extra work involved with generating, deleting, editing and regenerating bills!