Past Due Clients (coming soon)

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• Collections Policy: Past Due Balances, Discounts, and Write-Offs

  As a firm, we must accurately forecast and manage our write-offs. This policy is designed to create a fluid communication tool between the finance team, accounts receivable department, the practicing attorneys, and the Board/CEO (who determine the ...

• Finance Team - Coming Soon

  Coming soon

• Expense Tracking for Clients in Clever Case

  Clever Case Expense Module Department: Firm Wide Revision Date: 4/21/2023 Changes Costs will no longer be recorded on a New Timecard. “Cost” is no longer found under “Rate Type”. Only fees (hourly or flat fee) will be captured on Timecards. Old costs ...

• Sunbit: Flyers for Clients

  Is your client needing an alternative way to pay for their flat fee legal costs? Sunbit is a "buy-now, pay-later" option that we've partnered with for these needs! Please reach out to your Manager or Brett Spooner if you think this is something you ...

• Calendar of Finance Tasks (invoicing, alerts)

  Date Event Action, if needed 1st of Month Invoices Generated for all matters, and all past due matters (unless marked as “Do Not Charge Interest”) Review invoices created and approve by 2nd of month Review your AR before last day of month and confirm ...