Client-ready statement of invoices, work performed, and expenses for a date range.
Draft feature: not yet verified against live billing data. Review every statement before sending it to a client.
Status:Starting...
Progress:0% | ETA:--
Logs
Allocation of Funds new
Client-friendly bottom line: total received from the client, legal fees, direct payments from trust, refunds, and what is left in trust. Works across several matters (for example an estate and a trust) with a combined total.
New report: review every report before sending it to a client.