Professional Services · Billing

New Client Billing Preference Setup

Set up each new client's billing preferences correctly from day one.

Apps this needs

Billing System Time entry, pre-bills, invoices, aging and expense data for the practice. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup

How it works

  1. Captures billing preferences at matter opening.
  2. Configures the billing system accordingly.
  3. Confirms the setup with the client before the first invoice goes out.
  4. Updates preferences any time the client requests a change, written to the billing system.

Data sources

Billing system configuration Client intake preferences

What it targets

  • New clients with billing preferences configured before first invoice Target 95%
  • Billing-format-related complaints Target -30%