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Introducing Contingency Billing, Evergreen Retainers and more features!

28th June 2019

We are excited to release more updates that many of you have asked, featuring:

Contingency Billing: Once the settlement has reached, you can deposit the full amount into your Trust Account. On updating the settlement amount on the matter, the software will automatically make the percentage calculations for you.
Evergreen Retainer: When enabled, this feature notifies you if the matter balance dips below the minimum retainer amount you set on the matter.
New Filter Options on Multiple Invoices: This nifty tool will allow you to select billable entries based on Responsible Attorney, Billable Attorney, Contact, Matter or selected date range.
Ability to associate practice area with custom field groups: This small but powerful add-on allows linking practice areas to the custom field groups. When you select a practice area on a matter, the system will automatically apply the custom field group on the matter.