Past Due Clients (coming soon)

• Related Articles

• 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 ...

• Trust Report (coming soon)

  What is the Trust Report Actions to Take