Legal Billing Feature List

how to buy Ivermectin The following is by no means a complete list of all the features contained in The Tussman Program. If you have specific requirements that must be met, please feel free to contact us with your questions.
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Unlimited number of clients

Each client can have unlimited number of matters

Up to 16 characters, alpha or numeric, for client and matter ID’s

Unlimited free form notes for each client and matter

Separate bill address for each matter, if necessary

Maintains contact list of persons related to each matter

Generates client and matter lists and labels

Exports client and matter information to Excel file

Perform conflict checks

Send an email message to a client with the click of a mouse

Maintain a list of documents for each client which you can open with a single click to view of edit

Categorize clients and matters by originating and responsible staff, type of case, referral source, department, location, etc.

Hourly rate, flat fee, nonbillable, administrative and pro bono fee arrangements

Assign clients and matters to inactive or collection status

Automatically split charges between up to twenty different matters

Automatically generate a copy of a bill for a second party

Create up to 90 billing rate schedules

Place billing holds on entire case or on fees or costs only

Give automatic percentage discounts

Automatically add percentage markup as tax or administrative overhead charge

Place ceiling on amount of fees to be charged

Maintains retainer and/or trust accounts for each matter

Automatically apply funds from retainer account against a client’s bill and request replenishment when balance falls below specified level

Set threshhold so bill is not generated until charges hit a specified amount

Charge interest or fixed late charge on past due amounts

Create installment payment plans

Extend prompt payment discount

Create up to 10 different bill formats

Create list of cost codes with default unit charge amounts

Create list of activity and shorthand codes for use as abbreviations when typing

Pre-loaded with complete set of Uniform Task Based Billing Codes for use with LEDES or other electronic billing formats

Time can be entered as billable, nonbillable or administrative

Entry screen includes a timer function

Both billable and nonbillable costs can be recorded

Flat fee charges can be billed either in addition to or in place of the actual time recorded on each matter

A minimum retainer fee can be billed and time recorded is then applied against that fee until it is exhausted

Recurring flat fee charges can be recorded to bill a regular fixed amount

Charges can be written up or down either individually or as a group.  Productivity reports track writedowns by matter and staff member

Built-in spell check function

Bill any file at any time either as a group or individually

Generate optional prebills for use as a draft bill

Once a bill has been generated it can be modified and reprinted as many times as necessary

Charges can be added, edited or deleted at any time before a bill is finalized

Individual charges can be placed on hold or suppressed from the bill

Extensive formatting options control every aspect of the wording, layout and level of detail of the bill

Clients with multiple matters can have separate bills for each matter or a consolidated bill with or without a separate summary

Charges can be itemized or you can combine the text from all the charges into a single narrative paragraph

An optional summary of the total fees billed by staff, task or activity code can be included

Separate sections on the bill detail the activity in each client’s trust and/or retainer account

Bills can include the balance forward, new charges, payments and credits, and current balance due or can show only the current charges

Cumulative case-to-date totals can be included at the end of each bill

Various messages, both one-time and recurring, can be added to each bill

Bills can be previewed on the screen or generated to text or pdf files

Separate reminder statements can be generated for clients with unpaid balances

A simple “finalizing” procedure marks the charges on each bill as having been billed

You can enter new charges even if you haven’t finalized the previous bill

An exact copy of any finalized bill can be generated at any time

All bills can be “unfinalized” if changes are required

Historical statements can be generated showing all activity to date on a file

A “master ledger” is maintained for each client and matter showing all activity to date

Account status screen for each client or matter shows current account balances and totals of all activity to date, with access to 23 additional screens of detailed account information

Emailing function automatically emails bills to selected clients

Bills can be generated in electronic formats required by LEDES, LitigationAdvisor, Tymetrix and others (additional cost for these modules)

Import charges from photocopy and other device metering systems including Equitrak and Copitrak (additional cost for these modules)

Import time records from Amicus and TimeMatters (additional cost for these modules)

Numerous management reports provide detailed status and history of your firm’s billings

Generate reports allocating income by staff member, originating or responsible attorney, area of law, referral source, or by user-defined formula

Productivity reports give detailed accounting of your firm’s performance based on over sixty different statistical items

Accounts receivable reports show aged outstanding balances as of any date

Periodic activity summary report shows the beginning and ending balances for your accounts receivable, work in progress, and retainer and trust accounts for any period of time, also showing a summary of all activity during that period

Generate most reports to a csv file which can be opened in Excel

Time-at-a-glance screen shows daily or monthly totals of hours worked, fees generated, or cash received.  Click on a day or month to display all activity for that day or month

Our Local Area Network module (additional cost) allows an unlimited number of users to access the program simultaneously on a local area network

Security function enables you to assign a user ID, password, and set of rights to each program user if you want to limit access to certain functions

Complete user manual with context sensitive help screens