Time & Billing

Below is a screenshot of the Caselode Time & Billing module. You may browse other modules by using the tabbed menu below. You may also click buttons with "more..." to find additional details about that module.

For any law office, time is truly money. But money means billing, a function that for many firms is a necessary, ponderous task. It's often time-consuming and inefficient.

For example, to obtain a current case status may involve many steps and hours of staff time. To process a client's fees? It can take days. To access a case history? Don't ask.

Not so with CaseLode.

Our Time & Billing system allows you to see an up-to-the-minute status of a bill at any time, and you can see it in seconds with the touch of a key. All entries into Time & Billing are immediate, which means that batch posting and processing are eliminated. And any staff member with the appropriate security clearance can enter or review billing information from any workstation.

With CaseLode, the system is not only current but also live. That means time and charges are captured now rather than later. Better still, everything bookkeeping posts can be generated immediately in a document--plus all data in the system can be revised or changed.

Everybody makes mistakes, and CaseLode is programmed to take that into consideration...then do something about it.

And the variety of options...with CaseLode you have a number of statement formats and many flexible methods of computing fees for invoicing. Very simply, for any situation, for any billing dilemma, CaseLode has an answer.

Because Time & Billing is integrated with the other CaseLode modules, you only need a single entry. There is no need to duplicate your efforts. And CaseLode's flexibility provides a variety of management modules you may add to Time & Billing allowing you essentially to design CaseLode to fit the specific needs of you firm.

CONFLICT AVOIDANCE
No longer a day-long affair, CaseLode allows anyone with the proper user clearance to check potential conflicts with the touch of a key.

The thoroughness of CaseLode provides you with every detail of the case. And you can do a complete name check--even if you cannot remember the spelling. Just enter a couple of the letters in the name, and CaseLode does a thorough search of your files.

TICKLER SYSTEM
Because CaseLode is fully integrated, you have access to complete calendar information. And because the calendar is firm-wide, you have quick access to scheduling information, like who is available to cover for a sick attorney, who is in court or who is in a meeting out of town.

MANAGEMENT REPORTING
From simple client rosters to complicated profitability reports, CaseLode features a sophisticated reporting module that covers a wide range of information. It provides the firm with its own optimized reporting system in three areas:

  • Management Reports – that track productivity and profitability of individual timekeepers and profit centers in the firm.
  • Financial Reports – that provide account status information, month-end balancing tools...virtually all concerns of the firm's financial condition.
  • Client Reports – that offer quick access to information like client rosters, conflict reports and case summary reports.

Some of the reports available are: Case Summaries, Daily Journal, Account Aging, Billings Outstanding, Cost Advanced Balance Report, Credit Summary, Fee Distribution, Fee Analysis, Practice Analysis, Fee Summary, Billing Attorney Case Report, Open Item Statements and many other useful management reports.

And like all the CaseLode software, you can protect confidential files because you decide the security level of your information.

COST TRACKING & RECOVERY
You make several long distance phone calls. A hundred photo copies. You mail some material...all on your client's behalf. Now the question becomes: how do you recoup these expenses?

Traditionally, recovering these costs required manual logs and transaction entries, involving hours and hours of accounting time for you or your staff. And, naturally, many of these costs seemed to slip through the cracks. Just disappear. They became, in a sense, out-of-pocket expenses for you.

CaseLode changes all that. Through intensive research and testing, we've developed the methods that allow our system to interface with the most common cost tracking devices. Telephones, copiers, postage meters, fax machine... the costs you incur on these machines for your clients can be processed directly into their files for billing.

You still have to purchase the tracking devices. But using the devices in tandem with CaseLode eliminates the costly manual labor. You can actually track and recover your expenses quickly and efficiently...not watch them disappear.

Let CaseLode solve your law office management problems. Click here for a free download!

Last Updated: 2/28/2007
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