Legal billing software will help you ensure that you are entangled in accounting law issues, and you may ask your paralegal to use the South Dakota Odyssey case management program for your firm. You may purchase law firm billing software that will help you get work done, and you will synchronize all your work in one place where it may be stored and secured. This article explains how you may make use of legal billing software to ensure you are not losing money.
Keeping Perfect Records
You must have perfect records if you plan to fight against claims against your billing, and you may use law firm billing software to do all of the following:
- Log hours
- Note what the hours were used for
- Bill your clients
- Generate notifications
- Save all documentation
There are many people who are using legal billing software because they want to protect their records, and there are many others who have no other place to keep their records. You may offer everyone in your office a copy of the program, and they will go to work ensuring that every little thing they do is chronicled. You will find that you have an exhaustive record of what goes on in your office, and you cannot be challenged because you have records to back up what you have billed for.
The calendar that you have in your program will help you notate when you are meeting with clients, when you are in court and what you have scheduled for the day. You may compare the calendar to your activities, and you will show clearly what you have done every day. Lawyers who do not have a record of their work may be challenged because there is no proof of their work, and a solo lawyer may be challenged easily if they do not have anyone to corroborate their work.
The Billing Program
You may bill your clients in increments to ensure that you are not surprising your clients with large bills. You are not leaving any time to adjust the bills, and you cannot be accused to changing the bills to ensure that you are paid more. You cannot be challenged if you are giving out bills quickly, and your clients are more likely to remember exactly what you have done. They cannot challenge you if they know that you did all the things on your invoice.
You may purchase billing software that will help you record all the things you have done, and you may hold a seminar that helps your staff learn how the use the program. Everyone will know what they are looking at what they log in, and your secretary will be able to handle your billing. You may pass off work to others in the office, and all of you may log into the same system to ensure work has been done properly.
There are many different people who must come to online meetings because that will help them log and remember the exact time they met with you. You will have an electronic record of the meetings you have had with clients, and you may record these meetings if you need. You will protect the recordings in your program because it uses a secure server, and you may pass on these records to your clients at any time. You will find that your clients are far more aware of what you do when this program is used.
You may produce records for your clients at any time, and you may print or send them to anyone in your address book. It is important that you can provide your clients with the records they ask for, and it is even more important that you have spoken to your clients about where you keep your records. You will reduce the risk of a challenge if you have let your clients know that you are open and transparent about your work. They are more likely to trust you, and you will have a chance to resolve any issues that may arise before they turn into a challenge to your personal integrity.
You will avoid many problems with billing when you are using billing software. You may create invoices and send notifications to your clients at any time using this software. You will save money and time, and you will be beyond reproach.