Easy Docket Control Through Easy Soft’s Law Office Billing Software

Let's grab just one more topic this week related our theme of professional liability and ethics compliance. As our third example, let's talk about consider docket control systems, and how we make them easy using “Easy TimeBill” law office billing software and “Easy Trust” trust accounting software .

The idea behind a docket control system is to build two or more sources of reminders for the functions you are responsible to complete. Listing two or more docket control systems is a routine question on applications and renewals of professional liability insurance – the more activity there is around managing your schedule the lower the odds that you'll forget to do something or be somewhere.

When you use Easy TimeBill and Easy Trust legal software , you incorporate computer automation into your docket control system through your law office billing software and trust accounting software . These programs have calendaring and to-do lists, which act as a docket control system.

In Easy Soft legal software , there is a module called “Case Management,” through which you can maintain a calendar, create task lists, write notes, and link documents. To add a task, simply select the client, identify a due date, flag the priority level of the task, write your description, and assign it. As you progress a matter, you can go back into the attorney billing software task list and update the record with how much of the task has been completed. Our legal software will even allow you to see a list of completed tasks.

With our pair of legal software products, you will also be able to see the same information in different views. For example, once you have added a to-do task, another way our law office billing software will remind you of the task is to show it to you when you click on that particular client. If you forgot about the task and were going into the file to record another activity or expense, the scheduled task will be the first thing that you see.

To recap, this has been the week to highlight trust account bookkeeping, conflict management, and docket control, and how you can successfully serve yourself in all three areas by using Easy Soft's legal software . In our litigious society, the best defense is the best offense, and that means incorporating law office billing software to automate your business practices in high-risk areas of the law office.

And, as a special bonus-added offering, we're including a good night's sleep, at no additional charge.

Easy Attorney Trust Accounting Software

In the swirl of an attorney's day is the ever-constant reminder of client #1: the law firm. Lawyers share a personality trait of a desire to help other people with their problems. But, ethics, malpractice, and fee collection are those personal, non-billable matters that attorneys put off. As a consequence, attorneys put their livelihood at risk.

The answer is as easy as saying Easy Soft “ legal software .”

Today, let's talk about just one area of professional responsibility and that is the trust account for client advance retainer deposits. Fortunately for you, there's “Easy Trust” attorney trust accounting software and “Easy TimeBill” legal billing software .

Lawyers operate at least two bank accounts. One is the operating account for receipt of client payments and remittance of bills. The other is the escrow account for moneys that clients provide, in advance, to be held in trust by you for future billing.

Our attorney trust accounting software can help you avoid mistakes. When you perform attorney trust accounting by hand or in spreadsheets, it is all too simple to make a math mistake and overdraw one or more client payments from your IOLTA account. The problem is that overpayment by one client is taken from the funds of another client, so it won't jump out as a bank account overdraw or a bounced check. But, it's not an innocent math mistake. It could become an ethics violation and cost you in more ways than one.

We've specifically designed our law office billing software to help you meet your ethic requirements for trust accounts. When you receive an advance retainer deposit from a client, you enter it into our legal software . Every time you work on a client matter using our legal software , you will see the balance of the client retainer deposit on your screen. Any time you want to see a list clients and balances in the IOLTA, all you have to do is open our legal software and click on reports. And, at the end of the month, you balance the IOLTA account against the bank statement, and click to see an updated report of client escrow balances.
The beauty of using our attorney billing software for these and other trust accounting functions is the precision of automation, the ease of seeing reports compiled from available information, and the constant reminders of these available software functions.

When a lawyer is in compliance with trust accounting , responding to a grievance or inquiry is as easy as pulling the file, making photocopies, and providing a detailed narrative. The easiest way to accomplish this feat? Easy. Use Easy Soft for your legal software needs.

Easy Editing Using Easy Soft Legal Billing Software

When you make an error in your billing entry or on a client invoice, how quickly can you correct it? If your answer is more than five minutes, it's time for you to switch to Easy Soft's “Easy TimeBill” legal billing software . As we like to say: to err is human, to correct requires Easy!

With Easy Soft's attorney billing software , you can correct errors in seconds. If you see a typographical error in a word you input in a recent entry, simply click on the time card, go into the field containing the error, and type the correction. As a more serious and potentially pervasive problem, if you see that the wrong billing rate has been set up for a client in your law firm billing software , simply go into the client set-up screen and edit the hourly rate to be applied, so that our software can instantly revise all associated calculations.

When you create an invoice with Easy TimeBill law office billing software , you select the client and the range of dates, and print the invoice. Once you create and print the invoice through the legal software , our program will change the billable time and expense entries to “billed” and will grey-scale those entries. Through this process, Easy TimeBill wards off further edits to time and expenses already billed to a client.

Our legal software also contains fail-safe measures. If you make a determination that an edit needs to be made to an invoice that has already been printed, you can reverse the invoice back to pending status, make the necessary edits, and create a new invoice. In the alternative, you can make a new time or expense entry with a description of the adjustment being made, which will be printed during the next billing cycle. Either way, it's as user-friendly as law office software can be.

Whether you're using Easy Soft's legal billing software or any of Easy Soft's other programs, you'll get that same ease of use and editing. And, if you run into a mistake that you just can't seem to correct, all of our Easy Soft products come with 1-year of free technical assistance provided by live operators. We are dedicated to the technical programming of legal software , so you'd have to be. Our company name is Easy Soft for a reason.

Law Office Billing Software As Easy as a Good Pair of Black Shoes

Ahhh. The versatility of Easy Soft. Our legal billing software called “Easy TimeBill” can be used when billing on an hourly rate, a fixed or flat rate, and a contingency fee. One program - all types of legal billing.

For hourly fee practices, our legal software is designed to record your receipt of client advance retainer deposits, balances, expenses remitted, and invoices paid. Easy TimeBill law firm billing software has screens for time billing, complete with a visible clock, and a feature to set your minimum billing increment. And it has expense screens to list and describe expenses as incurred on a file.

By contrast, let's say you are billing on a fixed fee, perhaps for a house closing or an individual bankruptcy. Our attorney billing software offers you the choice of ‘fixed fee plus cost' or a ‘periodic fixed fee bill.' You can still record the billable hours and document each step of your professional services, but our legal software will ensure that when it generates the monthly invoice, it will not exceed the terms of the fixed fee arrangement.

Or, if you are in a contingency fee arrangement, such as a personal injury case, Easy TimeBill allows you to enter expenses and generate monthly invoices for those expenses. Our law office billing software includes a closing statement to include receipt of settlement funds, deposit of those funds in the trust account, the expenses to be deducted against, the percentage to be paid to the firm, and the balance to be released to the client.

What's particularly handy if you have a blended case practice is that our legal software will help you with accurate billing to each type of client. When you are first hired by a client, you enter a new client on one screen, including fill-in fields with the type of billing for the file. You only have to enter this information once. Our legal billing software will remember that information for all future bills.

You might think that a single computer program that offers this many features would be expensive, but Easy TimeBill is easy on the wallet. Licenses start at $249 and include free technical support for one year.

I See You Through the Network of Law Office Billing Software

Easy Soft TimeBill is all the legal billing software your law firm will need. From individual password log-in to individual billing rates to automated finance charges on past-due accounts, Easy Soft designs legal software specifically for attorneys and their staff.

Just one of the key features of the Easy Soft attorney billing software is its network capability. Within the law office environment, networking is critical for efficient and timely task completion. Computer server technology allows attorneys on different floors and in different buildings to communicate with each other concerning client matters. Our law office software has also developed to the point that an entire law firm can use one program linked in to one database that serves as a network for all of the billing activity of the entire firm.

For the manager of law office billing, the permissions for the network settings within Easy Soft legal billing software allow him or her to see every member of the firm. Is the new associate properly entering time upon return from court? Is the seasoned paralegal using routines within the law firm billing software for daily time and expense entry that will minimize omissions and maximize profitability?

With Easy Soft law office billing software you can also limit the permissions of what data is available on a person-by-person basis. Particularly if you are using the billing software in connection with the trust accounting software , you can limit what is seen on the screens of associates and support staff. Our billing software can put everyone in the firm on the same system, but allow for added confidentialities when and how you find appropriate.

All of our Easy Soft legal software products are network capable, and programs like Easy HUD allow various members on the closing team to input information as it becomes available, sharing the work through the development process to the printing of even the HUD-1 . And, all of our products have free trial down loads and a 30-day money back guarantee.

When Easy Soft law office billing software is part of your firm's work environment, you take advantage of what network technology offers to add value to your bottom line. Why not watch a ten minute video on our Easy Soft website to gain an introduction into the network and other features of our product? The download of the free trial takes only a few more minutes.

Just think, with your selection Easy Soft network-capable legal software , within about fifteen minutes, you could be on your way to Easy Street.

UTBMS billing codes. What are they? And why do they matter? - Attorney Billing Software

Let's get this out of the way first: “UTBMS” is the acronym for “Uniform Task-Based Management System.”

Why should this matter to your selection of legal software ?

UTBMS was released by the American Bar Association Litigation Section in 2002, after the American Corporate Counsel Association had used a task force to develop the codes. It grew out of a need recognized by Attorney Sally Fiona King and her experience overseeing outside counsel invoices on behalf of her corporate legal department.

The goal in creating uniform billing codes used in legal billing software is to group individual activities by various people into the same or similar types of legal work product. There are different sets of codes for different types of cases, such as one set of UTBMS codes for litigation cases and another for Worker's Compensation cases.

The UTBMS uniform codes used in Easy Soft's legal software allow attorneys and clients alike to understand and strategize the use of resources for legal projects. Should there be more emphasis on client communication, negotiations, legal research, or drafting? In the Easy Soft attorney billing software , these UTBMS law office software billing codes are selected and print side-by-side to the description for services performed.

One easy way to evaluate the strength of features offered by Easy Soft's TimeBill and Trust Accounting software is to review the legal software comparison chart put together by the American Bar Association. The ABA chart highlights the important features of legal billing software and trust accounting software of Easy Soft and several of our competitors. In this head-to-head comparison, you can see from the ABA chart that Easy Soft's “Easy TimeBill” and “Easy Trust” attorney billing software are affordable, packed with features like the UTBMS billing codes, and fully tech supported for your law office operations.

If you and your client want monthly bills that are a useful tool for legal resource allocation, then you need the Easy Soft legal billing software and trust accounting software with UTBMS billing codes.