| Description |
Sophisticated, flexible case and matter management software with basic billing capabilities |
Optional add-on billing software for Time Matters |
All-in-one client, matter, billing and accounting software |
Robust billing, accounting and financial management software |
| Delivery method (hosted online or locally-hosted at the firm) |
At the firm |
At the firm |
At the firm |
At the firm |
| Ideal for firms with |
Basic billing needs and light bill volumes |
Moderate-to-heavy bill volumes and/or complexity |
Moderate-to-heavy bill volumes and/or complexity with accounting and case/matter management needs |
Heavy bill volumes and/or complex billing, accounting and financial management or business intelligence needs |
| Customized (firm-defined) billing codes |
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| Assign client-and matter-specific rates |
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| Integrated time tracking |
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| Time and expense compliance rules |
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  Ability to set compliance rules for time and expense entries to prevent client rejection of invoices |
| Billing methods supported |
  Hourly and flat-fee |
  Hourly retainer, one-time charge, flat-fee, flat-fee plus actual, contingency and progress-based |
  Hourly task-based, split, retainer, flat-fee and contingency |
  Hourly task-based, hourly activity-based, split, retainer, flat-fee and on-demand/contingency, pro bono and non-billable |
| Pre-bills: create, customize, print and email |
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| Bills: create, customize and print |
  Limited: can include a message up to 50 characters on the bill |
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| Distribution of bills via email |
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| Automated billing workflows |
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| Adjust bills |
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| Create LEDES-compliant electronic bills |
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| Client (trust) accounting |
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| Real-time, direct integration with electronic billing clearinghouse |
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  Integrates with eBillingHub ®, providing one-point submission and validation of electronic invoices against more than 1,500 client and vendor requirements (additional fees apply) |
| Firm accounting with pre-defined General Ledger |
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| Firm accounting with customizable General Ledger |
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| Accounting methods supported |
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  Cash, accrual and modified cash |
  Cash, accrual and modified cash |
| Accounts payable |
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| Check writing |
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| Bank account reconciliation |
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| Financial statements (e.g. balance sheet, profit/loss, cash flow) |
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| Integrated payroll |
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  Self-service available through ADP ® (additional fees apply) |
  Integration available with third-party electronic payroll vendors |
| Integrated credit card processing |
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  Provided by PPI (additional fees apply) |
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| Number of standard reports |
  0 |
  45 |
  50 |
  700+ |
| Customizable reports |
  Ad-hoc reporting capabilities |
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| Advanced report customization |
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| Drill-down in reports for more detail |
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| Print reports |
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| Automated distribution of reports via email or Intranet |
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| Schedule reports for creation and distribution |
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| Budgeting |
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  For General Ledger and by individual attorney |
  For General Ledger, attorney by time or expense and client/matter by time, expense or phase; allows multiple budget scenarios and reporting against those scenarios |
| Key performance indicator (KPI) dashboards |
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| Exception- and rules-driven alerts |
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| Collection activities tracking and analysis |
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  Collections module available providing receivables analysis, collection activity tracking, automated alerts, communications templates and reports |
| Multiple office and cost center support |
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  Revenue tracking by department |
  Offices or cost centers may be set up with different tax settings and general ledger account numbers; profit centers may also be set up |
| Integration with Time Matters software |
N/A |
  Billing Matters is an add-on module to Time Matters which uses the same Time Matters code and database |
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| Integration with PCLaw and Juris software |
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N/A |
N/A |
N/A |
| Integration with third-party billing and accounting software |
  Integrates with Intuit ® QuickBooks ® (when used with Billing Matters ®), and other legal software products Supported versions |
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N/A |
| Integrations with other third-party office hardware and software |
  Integrates with over 40 office software applications and devices, such as HotDocs™, Microsoft ® Office, Microsoft Windows ® Internet Explorer ®, and Corel ® WordPerfect ®; also integrates with hardware devices, such as copiers and phone systems Full list of integrations |
  Integrates with over 40 office software applications and devices, such as HotDocs™, Microsoft ® Office, Microsoft Windows ® Internet Explorer ®, and Corel ® WordPerfect ®; also integrates with hardware devices, such as copiers and phone systems Full list of integrations |
  Integrates with HotDocs™, Microsoft ® Office, Microsoft Windows ® Internet Explorer ®, and Corel ® WordPerfect ®; also integrates with hardware devices, such as copiers and phone systems Full list of integrations |
N/A |
| Client, case and matter management capabilities Compare client, case and document management products |
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| Conflict checking capabilities |
  Included in the product |
  Included in the product |
  Included in the product |
  Included in the product |
| Mobile access |
  Time and expense capture using the Time Matters Mobility ®service and most Web-enabled smartphones or mobile devices (must be on Time Matters version 11.0 and above) |
  Time and expense capture using the Time Matters Mobility ®service and most Web-enabled smartphones or mobile devices (must be on Time Matters version 11.0 and above) |
  Time and expense capture using the PCLaw Mobility ®service and most Web-enabled smartphones or mobile devices (version 11.0 and above) |
  Time and expense capture using select BlackBerry ®, Palm and PocketPC devices |