Welcome to Request Hub for the Finance Department. Our goal is to limit the time you need to spend on administrative tasks and will continue to identify areas we can alleviate unnecessary administrative burden on practitioners and support staff. Please review the services we are providing at this time and let us know any other areas you identify where we might be of assistance. Thank you!
AR/Collections
Creating a ticket in the AR/Collections field will connect you to our Accounts Receivable team who can provide you with more information related to your clients and their invoices and collections. Use this field when you need to give the client a credit, start/stop collections efforts, set up a payment plan, or ask for a client trust replenishment.
Who Uses: Attorneys, Paralegals, Communication
Balance Inquiry
When you use the "Balance Inquiry" drop down, you will be able to select Trust Balance, Balance Owed, or Other. Use this field when you have questions about how much a client has in trust (if you need a more up to date number than is available on your
Attorney Dashboard), or how much they currently owe.
Who Uses: Attorneys, Paralegals
Bill Pay for Clients and Gravis
This is the most frequently used category by paralegals and most office staff. There are three distinct times this should be used:
- When you have received a bill related to the business
- When there is a bill/fee we must pay on behalf of a client
- When you need a petty cash refill
Bills for Gravis: Most standard bills will be emailed to finance directly, but many offices still receive paper bills in the mail. When you receive a bill, follow the steps in
Knowledge Base Article: General Expenses to submit for payment. If the bill is not a standard reoccurring bill, there may be additional approval steps that must be followed.
Client expenses: This includes general filing fees, mediator costs, medical fees, and any other charge that we have incurred for a client, whether or not it will be reimbursed by them. If the expense is still
to be paid (ie, has not yet been paid via a credit card), use this field. The check will be printed directly to your office, or mailed to the vendor if applicable. Where possible, these checks will be issued out of the client's trust account. See
Knowledge Base Article: Client Expenses for more information.
Who Uses: All Employees
Client Statements and Invoices
From here you can request changes to a client's invoicing preferences and request the creation of a new invoice. Sub categories include: Change Existing Invoice, Update Billing Preferences, Create New Invoice, and Get Billing History.
The request for billing history is used most frequently by Paralegals who are gathering information to submit to the court for reimbursement. Please be sure to include what information you need, if it is copies of the invoices, a statement over view, or how much cash was received and what type of payment it was (time, cost, interest, etc.). We understand that each court and even judge requires different information and want to be sure to get you what you need the first time.
Who Uses: Paralegals
Daily Deposit
Who Uses: Client Services Specialists
New/Updated Engagement Letters
When a new engagement letter is signed, Finance needs a copy in order to ensure invoices are set up correctly and retainer payments are completed. When this category is selected, you will need to choose the matter type (hourly, contingency, flat fee, pro-bono, or hybrid) and identify any discounts that may be associated with the matter. Flat fee engagements will have the option to invoice now or later, and hourly engagements will ask if you need the Trust Specialist to reach out to the client to obtain the payment.
Who Uses: Paralegals, Legal Assistants
Refunds
If funds need to be returned to a client, this is the place to request them. From here you can request a refund for a consultation, flat fee, trust funds, or on hold funds. Unsure of the difference? Check out
Knowledge Base Article: Trust: Client Refunds for more information. Refunds are processed once per week. Refunds require attorney and/or SMA approval for completion.
Receipt
When a business credit card has been used, you will need to provide Finance a copy of the receipt. Identify if the receipt is for a client expense or company expense, save a copy of the receipt as a PDF. Provide information on what the purchase was for.
Who Uses: Anyone with a credit card receipt
Wires
Who Uses: Attorneys, SMAs, Operations
Other
Need something that isn't in the list above? Use this category.