In today's world, most clients expect to receive communication and billing by e-mail, and more and more firms are adopting e-mailing invoices to save money and, more importantly, shorten the time it takes deliver invoices to clients, which hopefully translates into getting paid more quickly.
For the last few years, PCLaw could accomplish e-mailing invoices, but it always missed the mark when law firms wanted to e-mail more than one at a time. If most clients wanted their invoice e-mailed and the firm had several hundred invoices a month, e-mailing one at a time crippled an efficient billing process. As a workaround, firms would mass bill, save their invoices to PDF, and then e-mail them after-the-fact. In fact, this is what we did here at Affinity.
Well no longer…meet PCLaw v14 !
In v14, Lexis has introduced the Invoice E-mail Queue. You will be able to set matters for an e-mailed invoice or printed invoice, and set an e-mail template message; (e-mail templates were introduced in v13.) Invoices that are to be e-mailed will now appear in your queue where you will be able to review the e-mail message, change it, fix or add an e-mail address, and even update
Matter Manager with an e-mail address change. You are also notified if an e-mail has failed.
For Firm Administrators, this new feature incorporates an efficient workflow process and may even allow you to redirect the efforts of the billing and administrative staff to more productive tasks, thereby adding even more value to the firm. For Attorneys keeping tabs on the billing progress, they can filter by various options and review Sent or Current/Unsent invoices.
Additional features you can find in PCLaw v14 include:
• Sorting by Firm Name in the Contact Manager.
• More robust security to restrict a user's access to a timekeeper. This limits time, billing and collection information a user can see for timekeepers.
• My Clients Dashboard - The Collection Memo field is now available for viewing and editing data, and the New Call button has been added.
• Filtering the Work-in-Progress Report - Billable entries can now be more precisely defined, based on the hold status of the entry. The user can now choose to include or exclude items that are on hold, not on hold, or have been assigned a status of Never Bill. Similar options are available for disbursement entries as well.
• New Billing Tokens include Business Phone, Cell Phone, Home Phone, Other Phone, Bus Fax, Email 1, and Email 2.
• The Destroy Date in the Close Matter function is now available in the Case Label template.
• Third party integrations are supported for Amicus Premium 2014, Amicus Small Firm 2014, Microsoft Office Click-to-Run 2010 and 2013