Professional Services · Billing

Client Cost / Expense Reimbursement Documentation

Collect and process expense reimbursement requests with proper documentation.

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. Collects receipts/documentation for costs to be billed to the client's matter.
  2. Verifies the expense is properly categorized and within any client-agreed cost guidelines.
  3. Adds the expense to the next invoice or trust account draw as appropriate, written to the billing system.
  4. Confirms with the client any expense significantly exceeding what was expected before billing.

Data sources

Billing system expense/cost data Client cost guidelines

What it targets

  • Expenses documented and billed within the same cycle incurred Target 90%