BillingQ integrates with your law firm’s financial management system, bringing automated Queues workflow to the legal billing process. Reduce the number of days in your billing cycle and leverage professional, workflow-driven client communication for bills, A/R notices and trust replenishment.
Reduce Billing Cycle Time
BillingQ adds workflow to your financial management system, reducing the number of days in your billing cycle by 15%-25%. BillingQ automates redundant manual tasks, freeing staff time for higher-value projects while more effectively involving billing attorneys in the process.
Determine workflows at the firm, billing attorney and client/matter level. Different client communications, which are driven by merge-field email templates, can be sent automatically, approved by accounting, or approved by the billing attorney and their delegates.
Drill-down Client/Matter Financials
As a bonus, BillingQ includes the client/matter dashboards from DataQ, providing attorneys and staff with a 360° view of all financial information on clients and matters, including A/R aging, WIP aging, payments, write-offs, write-ups/downs and trust with drill down to the narrative level. Security determines who can see what.
BillingQ automates time-consuming tasks in the billing process for law firms while improving client communication
BillingQ makes the billing process more efficient and more effective with workflows that match your law firm's process
Integrates with Your FMS
Deep integration with your legal financial management system (FMS) delivers seamless billing workflows and access to client/matter financial information. The Zebraworks bridge connects with your FMS, and it typically only takes a few hours to implement and initially sync data.
Integrates with Office 365
All client communication is sent from a real person in the firm (either an accounting professional or the billing attorney) just like any other email, appearing in your Sent Items in Outlook, maximizing deliverability of billing-related communications.
Time-Saving A/R Notices
A/R Notices are sent based on workflow settings, with a professional email and one combined PDF attachment that includes a Statement of Account linking to the detailed bills which are outstanding. A/R Notice emails can be reviewed by accounting and/or the billing attorney and their delegates, and then edited before being approved or denied.
Email Bill Delivery
There is no longer a need to manually email new bills out to clients. BillingQ automates this arduous task, creating professional delivery with merge-field email templates and workflow settings at the billing attorney and client/matter level.
No more running reports to find trust balances that need to be replenished, followed by manual emails. BillingQ workflows automate the process based on trust balance requirements, optionally taking WIP into account in the calculation.
BillingQ provides a much better user experience than typical merchant accounts for electronic payments, securely storing ACH and credit card information and supporting automatic payments while also managing the intricacies of IOLTA trust accounts. Electronic payments are part of an automated workflow that guarantees less hassle and faster payments.
To learn more about BillingQ, or for more insight and assistance,
get in touch with us today!