Billing
Benefits of using expense entries
Simplifies expenses tracking and management Ensure accurate & transparent client billing Reduces manual effort & accounting errors. Helps maintain detailed expense reports for audits or reviews Examples of expense entries - Court filing fee, Travel ...
How do I add my law firm’s logo & details to invoices Steps
Go to the Settings section on the MatterSuite dashboard Click on the Organization settings Click on the ‘’company and location’’ Click on the Edit button A pop-up window will appear Update your company details & upload the logo Click Save Changes
How do I send invoices to clients via email?
Go to the Billing field Click on the Invoices tab Click on the More Options button next to the desired invoices Select the option Send Bill A pop-up window will appear Select the option to send via Email Click Send to deliver the bill to the client
How do I create a new invoice
Go to Billing → Invoices. Click New Bill. Select the client and matter. Add time entries, expenses, and any fees. Review and click Save or Generate Invoice. Download, print, or email the invoice. Refer to the image below.
How to Start or Stop the Timer in MatterSuite
Go to the MatterSuite dashboard or open Billing. Click the Timer icon to start tracking time. Stop the timer when done; a pop-up will appear. Enter the description, matter name, and duration. Click Save to record the timer entry. Refer to this below.
How to add a new time entry
Log in to your MatterSuite account. Go to the Billing module. Click Time Entries. Select Add New Entry. When the pop-up appears, enter all required details such as date, duration, description, and matter (if needed). Click Save to create the time ...
How to generate a flat fee invoice
Log in to MatterSuite and go to Billing. Open Time Entries and click Add Entry. In the pop-up, select the Flat Fee checkbox. Enter the date, description, and flat fee amount. Review the details and click Save. Refer to the image below
How can download an invoice as a PDF
Steps to print or download an invoice: Go to the Billing section. Click on the Invoices tab. Locate and select the invoice you want to print or download. Click the three-dot menu next to the invoice to access printing or downloading options.
How to add a fixed fee for the expenses
If you have a fixed court fee, go to the settings section, add a fee for the expense category & then generate an expense entry with that category.
Overview of the Time Tracking Feature in MatterSuite
The Time Tracking feature in MatterSuite helps legal professionals accurately record the time spent on different tasks, matters, & client activities. It ensures that every billable minute is captured, making the billing process efficient, ...
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About Us
CaseFox,Inc. is a Silicon Valley, California based firm that provides cloud based time and billing software solutions for attorneys, accountants, freelancers and other professionals to manage time tracking and billing/invoicing aspects of their ...
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