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Billing Cheat Sheet
Please review the attached resource to learn how to properly bill all time within CleverCase. If you have any questions, please contact Finance or HR for additional training.
Insurance Overview
Legal Insurance Referrals Clients may get referred to us through many different means, but a common referral source is through a potential new client's legal insurance. It is extremely important to identify the type of discount offered by the ...
Invoicing: Overview
Invoicing Cycle This page contains an overview of how the invoicing cycle works. More detailed information may be found in additional help pages. An invoicing cycle is an interval of time between billing statements. Gravis Law’s invoicing cycle is ...
Include Primary Attorney in invoices sent to client using Carbon Copy (CC)
Are you an attorney that wants to be included in emails of invoices when they go out to clients? You can now enable a Clever Case notification, which will put you as a CC of all invoices sent to clients when you're the primary attorney on the matter! ...
Invoicing: Reviewing Invoices
Overview Monthly invoicing review is an opportunity for all attorneys to review the month's time cards for each of their client's matters. On the first business day of each month, the accounting team will generate invoices for all unbilled time ...