Are you responsible for billing setup and want a better understanding of how to prepare your firm for billing efficiency? Did you know that you can customize Juris using firm options, setup fee structures for clients and matters, and customize bill formats using bill designer? This live, instructor led, virtual session will provide participants with a comprehensive view of advanced billing features available in the Juris tool.
Firm Setup for Billing (75 minutes including one 15 minute break)
• Define Fields
• Billing Specifics in Firm Options
• Fee Schedules
Client/Matter Setup for Billing (90 minutes including one 15 minute break)
• Billing Specifics in the Client Record
• Billing Addresses
• Billing Specifics in the Matter Record
• Consolidated/Split Bill Setup
Bill Designer (60 minutes)
• Bill Sections
• Label and Data Fields
Juris Administrators, Accounting Managers and Billing Clerks who are responsible for billing setup
*CLE hours may be available based on state and timeframe. Please contact LNTraining@lexisnexis.com if you are interested.