Recent Updates
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LEDES: How to run a collections report showing payments and adjustments toward Invoices for LEDES billing.
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Insurance Defense Module: How to audit LEDES billing using Audit Mode.
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Insurance Defense Module: How to create a Custom Matter Field for all Matters to identify Clients billing with LEDES.
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Insurance Defense Module: How to configure LEDES invoice field mapping for all clients and matters.
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Insurance Defense Module: How to set up and enable LEDES Billing.
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Insurance Defense Module: What is the Insurance Defense Package for LEDES Billing?
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Insurance Defense Module: How to assign codes to billable time, documents, expenses, notes, tasks, messages and Outlook emails.
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How to run a report showing the trust balances for all matters; Open, Closed or Completed.
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Rocket Matter Pay: How to run a report of all clients on a Payment Plan or Recurring Billing Plan.
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Discounts: How to setup Discount Rules, and apply discount rules.