Sunbit: Flyers for Clients

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 want to offer a client (and you've never offered it before).

Attached are available flyers of prices and information for different states.

    • Related Articles

    • 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 ...

    • Past Due Clients (coming soon)

      This article is coming soon! Due Date Receiving Interest Payment Plan Arrangements Collections Write-Offs

    • 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! ...

    • Budget/Expense Categories and Common Uses

      This list is still a work in progress, last updated 9/7/2023 Name Description Example Use Meals & Incidentals – Client & Networking Meals and misc expenses related to obtaining clients or networking with outside groups Meals & Incidentals – Mergers & ...

    • 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 ...