Archive for Billing

Kurent – Cloud Based Time Tracking and Billing

Looking for a legal billing solution that is cloud based? Software Technology Inc (STI), well known as the developer of Tabs3 and PracticeMaster, has added a new product to the lineup.

When Kurent was first released a few months ago, we were impressed with the thought that went into the workflow and the ease of use. However, it was lacking some features we thought were essential before our clients would be interested. The key missing feature was batch billing. Now, that has been addressed and we think the Kurent is an excellent choice for those looking for a cloud based legal billing solution, if they do not need trust accounting.

Kurent has an easy to navigate interface. Down the left you have quick access to Matters, Contacts, Invoices, Fees, Costs, Receipts and Reports. Across the top is quick access to add fees, costs, matters and create invoices as well as search and a timer that will capture your time and let you add details later if needed. Most information can be added on the fly.

The Home page gives access to recent activity, recent matters, notifications and “my hours” and “my notepad”. The Firm page gives graphs showing AR, Unbilled Fees or Costs, Cash Receipts, Top Clients, new Matters and Billing History. Ledes billing is supported.

Kurent includes videos to help you get started as well as easy access to support if needed.

If you want to take a closer look you can start a 30-day free trial, or contact us for a demonstration.

 

Cosmolex Gets New Features and Look

The strength of Cosmolex has been it’s inclusion of billing and accounting, no other software needed. Now, Cosmolex has expanded the capabilities to offer additional functionality and it is targeting mid-market firms beyond the solo to 5 user for which it has been known.

Cosmolex has introduced a new user experience along with new features. The new features include custom search and additional reporting options, as well as the ability to create and report on custom fields. Cosmolex has also added the ability to download a database of Cosmolex merge fields and then add these fields to word templates for document assembly.

You can read more about what’s new in an article published by our friends at Insightful Accountant. Or contact us for information, a demo. You can also sign up for a free trial.

Clio – Another look

If you are looking at Clio, especially linked to QBO, please check out my updated review in Insightful Accountant at Another Look at Clio

Choosing Billing Software

When choosing billing software there’s a lot to consider. Getting it “right” the first time will save expense and hassle and help the firm become more efficient and more profitable.
Where do you start? Check out my article Choosing the Right Legal Billing Software in GPSolo.

If you need guidance or want to discuss options, please Contact Us

Attorney Billing, Time-Tracking and Invoicing on the Go: Top Software/Apps and Best Practices

Want to learn more about billing and time-tracking?

I am excited that my colleague Laura Kennedy and I will be giving a live Audio Webinar Tuesday, July 11, sponsored by National Business Institute. 

The recording of the seminar is available from NBI – Attorney Billing, Time-Tracking and Invoicing on the Go: Top Software/Apps and Best Practices

NBI offers continuing legal education for professionals.

 

Attorney Billing, Time-Tracking and Invoicing

Tracking time and billing is critical for most attorneys. How do you choose a software solution for your firm? Would you like to learn more about making the process easier and more accurate, mobile apps and that help in tracking time and tips to avoid fee disputes?

On July 11, beginning at 10am eastern time, Laura Kennedy and I will be conducting a webinar on these topics through the National Business Institute. For more information, or to register go to www.nbi-sems.com or call 800-931-3140. The seminar ID is 76493. A recording will be available if you are interested but cannot attend live.

If you have questions about your firms software needs, we can help. We are available for consultations. You can reach Caren or Laura at 713-789-3323.