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Billing, Accounting & Financial Management Solutions

  Time Matters®
Basic Billing
Time Matters®
Billing Matters®
PCLaw® Juris®

Overview

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

Time and Expense Tracking

Customized (firm-defined) billing codes
Assign client-and matter-specific rates
Integrated time tracking
Time and expense compliance rules      
Ability to set compliance rules for time and expense entries to prevent client rejection of invoices

Billing

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  
Bills: create, customize and print
Limited: can include a message up to 50 characters on the bill
Distribution of bills via email
Automated billing workflows    
Adjust bills
Create LEDES-compliant electronic bills  
Client (trust) accounting  
Real-time, direct integration with electronic billing clearinghouse      
Integrates with eBillingHub®, providing one-point submission and validation of electronic invoices against more than 1,500 client and vendor requirements (additional fees apply)

Accounting

Firm accounting with pre-defined General Ledger      
Firm accounting with customizable General Ledger      
Accounting methods supported    
Cash, accrual and modified cash
Cash, accrual and modified cash
Accounts payable    
Check writing    
Bank account reconciliation    
Financial statements (e.g. balance sheet, profit/loss, cash flow)    
Integrated payroll    
Self-service available through ADP® (additional fees apply)
Integration available with third-party electronic payroll vendors
Integrated credit card processing    
Provided by PPI (additional fees apply)
 

Reporting

Number of standard reports
0
45
50
700+
Customizable reports
Ad-hoc reporting capabilities
Advanced report customization      
Drill-down in reports for more detail    
Print reports
Automated distribution of reports via email or Intranet      
Schedule reports for creation and distribution      

Financial Analysis and Management

Budgeting    
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      
Exception- and rules-driven alerts      
Collection activities tracking and analysis      
Collections module available providing receivables analysis, collection activity tracking, automated alerts, communications templates and reports
Multiple office and cost center support    
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

Integrations

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
Integration with PCLaw and Juris software 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
Integrates with Intuit® QuickBooks® software Supported versions
Integrates with Intuit® QuickBooks® and other legal software products Supported versions
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

Other

Client, case and matter management capabilities Compare client, case and document management products
Included in the product Learn more
Included in the product Learn More
Included in the product Learn more
 
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