Amicus Premium Billing
by Gavel and Gown
Amicus Premium Billing adds billing, collections and trust to Amicus Attorney. It makes Amicus a complete practice management solution that manages both the professional and business sides of your practice.
Do your work in Amicus Attorney, capture your time, and create fees, expenses, bills, trust entries and productivity reports, all within the same interface.
The natural workflow lets you automate and expedite your client billing processes – from time entries to expenses, trust activity to bill creation, productivity reports and so much more.
Billing Made Easy
Amicus Premium Billing provides unified time and fee management to help streamline client billing. Record your time quickly, easily and accurately. Have different billing rates and billing behavior of time entries automatically apply to Files. Have as many billable rates per timekeeper as you want, and have them automatically apply to the correct file.
Control the billing behavior of time as it is entered. Typing shortcuts let you insert standard phrases or entire paragraphs with a few keystrokes. See how much you have invested on the case or what the client owes you as you enter time – so you can know if you should be collecting before you do anything more. You’ll reduce the risk of delinquent accounts by having the billing status at your fingertips while you work.
Billing Supervisors can see the time and fees for all users making it easy to review and analyze time over any date range, group of timekeepers or type of work before billing. When it’s time to bill, you can be confident that everyone’s time entries are in the system – because it’s one system. And if someone has unposted time, the billing supervisor can even post that time for them. So billing will never get held up again because someone forgot to post their time.
Better time recording means higher billing and more profits.
Amicus Attorney Files contain all the professional information about each client matter you are working on. With Premium Billing, just click the toggle, and you can see all the billing information too. All in one place.
With Premium Billing, the Files index is much more than a list of your files. It’s also a snapshot of their financial position, all at a glance. It’s terrifically convenient to be able to see everything together. Flexible filters allow you to refine the list in many ways – display the lists by clients or files that owe you money or have work in progress and much more. Gain instant insight into your practice – without even needing to run reports. Real time billing information, while you work, where you work!
You can do much of your billing work right from the files index if you want. Create new time and expense entries. Generate bills. Receive payments. Create reminder statements. Powerful yet so simple.
Just click on a file to see all the underlying details, including all transactions, fees, expenses, bills, related files and so much more. Amicus Premium Billing provides you with instant access to all financial transactions that have occurred on any given file. It also lets you set many preferences for the billing behavior of each file if you want.
The financial side of your practice is under control and at your fingertips.
Managing your billing processes effectively is the key to running a profitable firm. Amicus Premium Billing keeps you right on top of your billing activities at all times. And it’s so easy you won’t even realize you are billing. You can bill from anywhere – get it done where you want to.
You can bill files on paper, by email, one at a time or en masse and use hourly, fixed fee or contingency billing. Of course E-billing and task-based billing too. Split billing helps you divide a bill as required between multiple clients. And you’ll save time with consolidated billing for clients with multiple files. The simple billing structure makes it easy to review and edit entries on draft bills before finalizing. Once they’re sent, pdf bill images are kept on each file, so you can see exactly what the client receives.
Customizable bill layouts ease the stress of billing – set up as many as you want, choose which one you want for which clients, then just click and go!
You’ll reduce the risk of delinquent accounts by having the billing status at your fingertips while you work. And you’ll provide better customer service to your clients by being able to respond to queries about their balances quickly and accurately at all times.
The result is faster, easier and more efficient billing for your entire firm.
Clients don’t always pay promptly. No one likes chasing them, but staying on top of who is overdue, and prompting them to make their payment, is an essential part of a financially successful practice. Amicus helps.
Amicus can alert you when A/R balances are too large or too old. With a few clicks you can send a reminder statement on a single file, or on all files at once that are overdue. You draft how you want your reminder statements to read. You can have as many formats as you like, and have them automatically used on the files where they are appropriate. Interest can be applied according to your preference.
Getting paid is great, but there’s work involved. Amicus Premium Billing makes it simple. As the money comes in, it just takes a few clicks to record, cross-reference, distribute and allocate. All the relevant balances are instantly shown and adjusted with the payment, funds can go in and out of retainer and a receipt printed. You can also pay directly from a retainer or trust account after a bill has been created or at the time of billing.
So you get all the accounting done quickly and accurately, with the payment reflected everywhere it needs to be. Anywhere the bill shows, the payment against it is now reflected.
The way it should be.
Many insurance companies and banks require their law firm to submit invoices electronically using UTBMS codes in prescribed formats. With Amicus Premium Billing, you can designate files as E-Billing and have time and expense entries configured to capture all the information you need to create e-bills.
The automation ensures your e-bills are created quickly and accurately, minimizing the review of your e-bills by third party bill vendors so you get paid faster. Supported E-Bill formats include: LEDES 1998B, LAS and Chubb formats.
Financial information is not something you necessarily want to share with everyone in your practice. That’s why Amicus has access controls that allow you to restrict who can see what. So you choose whether someone can see billing information at all.
Or if they can see it only for their own files, but not for the firm. Or you can set up a billing supervisor who can handle the billing for the entire firm, whether they are assigned to the files or not. Your choice.
Amicus provides daily proactive billing reminders that help you know what you need to do to keep the financial side of your practice healthy.
Each day Amicus goes through all your clients, files and invoices, and alerts you about things like files accumulating too much WIP, or having WIP that’s getting old, files that are overdue for billing or A/R that is overdue for payment.
With a click you get full information and can act on it. It’s like having a full-time billing clerk – in your PC!
Start with a list of your clients. See all their WIP, A/R, trust and retainer balances – at a glance. If a client has multiple matters with you, the balances are totaled – or you can click to see them broken down by matter. You can do much of your billing work right from the clients list if you want. Create new time and expense entries. Generate bills. Receive payments. Create reminder statements. Identify problem clients.
Just click to bring up a client’s details including posted and unposted time, total revenue, when the last bill was issued and when the latest payment was received. Choose the layout for their bills, and the frequency they are billed on.
Amicus Premium Billing enables you to be more responsive to your clients’ requests for information on their file. With all their billing information seamlessly woven into their case file and available to you in real time, you’re always ready to respond to an inquiry. You don’t have to write small sticky-notes anymore to remind yourself to get back to a client after they’ve requested particular information from their file. Right during the call you can view a client’s file, see his up-to-date account information, his current accounts receivable balance, which bills were sent, and what payments were made. Then get back to whatever else you were doing.
Enhance your firm’s efficiency and client service.
It’s a fact that billing clients regularly results in more collected revenue and fewer client issues than if you wait to bill each client separately at the end of their case. That’s why Amicus Premium Billing makes it easy to bill many clients at once.
Bill all open files, or pick the list you want. Tell Amicus how you want the bills to be drafted, then with a single click you will generate them all. A magic button that makes month-end so much easier!
You can mass bill directly from your client list, file list or select different criteria by which to bill by such as; responsible lawyer, file type and billing category. Have Amicus go through all your files and bill only those that have a minimum WIP balance, or choose to bill Files that have an outstanding balance and more.
When the bills are created, each file’s billing preferences will automatically apply. If you have flat fee or contingency cases they will billed according to the way you have set up the file. You don’t have to do this manually. Send your bills to Draft where they can be reviewed and edited or send them directly to final where they can be printed and/or emailed to your clients.
Automated mass billing gets your bills out quicker, easier and more accurately.
Manage trust accounts and meet trust account obligations using Amicus Premium Billing. At a glance, view all activity going on and account for every dollar by file in multiple trust accounts. You can save time by creating and allocating transactions to many files at once. Manage all your trust accounts in one place, or deal with them separately on the client or file record they relate to.
Selected options ensure you never overdraw on a client’s trust balance. Trust balances can be used to automatically pay for new charges at billing and appear on the client’s bill. You can even request minimum trust retainer balances for files and have the replenishment request appear on the bill.
Transfer trust funds between files, or apply funds to bills when appropriate. All with just a few clicks.
Another way Amicus makes you more efficient. And confident that this essential aspect of your practice is managed as it must be.
It’s good practice to obtain retainers from your clients. Amicus lets you receive them in either in Trust or in the Firm’s Operating account (General Retainer). Amicus makes the accounting side of retainers easy. Better yet, it makes applying retainers to your bills almost automatic, so you can be paid as soon as the bill is issued. You can see at a glance all the retainers you hold, and easily identify files with WIP and money on retainer – so the WIP becomes instant revenue once you bill your clients. Retainer balances can be automatically maintained, so as they are reduced, a retainer refresh request appears on the client’s bill.
Most accountants prefer that your firm uses QuickBooks® for your general ledger and accounting. That’s why Amicus Premium Billing has a great link with it.
The dynamic link between Amicus and QuickBooks shares information between the programs automatically, reducing effort, eliminating duplication and ensuring accuracy.
Supported Versions: QuickBooks Pro, Premier, and Enterprise versions currently supported by Intuit, up to and including Version 2016 (U.S. Windows versions only).
Amicus Premium Billing does a lot more than help you get the bills out. As it handles your client financial transactions, it accumulates significant information about what is happening in your practice. Amicus translates this information into insight. Flexible and powerful reports show you summaries of what is happening.
Reports include the type of information you need to run your firm on a day-to-day basis such as Accounts Receivable, Work in Progress, Payments, Trust Activity and more.
You can also track productivity and profitability by staff, client or file type to identify opportunities and areas of concern so you can make informed decisions. Reports can be edited to suit your firm’s needs or you can build your own custom reports.
Since Amicus is built for lawyers it contains reports designed specifically for law firms that will help you make better tactical and strategic decisions on how to manage and grow your practice.
Your law practice is both a profession and a business. Amicus provides you with one integrated solution for managing both.
You don’t have to look at two different systems – it’s all in one place. The seamless integration provides unprecedented visibility, control, and the best possible workflow.
When you add Premium Billing, Amicus gives you two views on your practice – professional (Attorney) and business (Billing). Both are always present. No matter what you are doing, you can simply toggle back and forth to see what you need.
Integration has many advantages:
– One product with one database
– Information goes in once, and does not have to be linked or duplicated
– Better workflow
– Fewer steps to get anything done
– Staff training is easier, because it’s a common system
– Internal systems are simplified too
– All practice information is always at your fingertips
– Better client service
– Less work for you and your staff
– More reliable
– One source for support and updates and one number to call
– Most importantly, an integrated system is a better solution. By combining the professional and business sides of your practice, you get a better perspective and can manage your entire practice easier and more effectively.
Amicus helps you make better, more informed decisions on managing your practice