Friday Feature – Paperless Billing Inbox - Aderant

Friday Feature – Paperless Billing Inbox

legal software

Friday Feature – Paperless Billing Inbox

This week, Maria Mangubat introduces the new Paperless Billing Inbox – a powerful new feature that combines the advanced functionality of the Prebill List with the actionability of the Billing Task Inbox for firms using Aderant’s Paperless Billing module.

As a partner, timekeeper, or assistant responsible for reviewing and editing prebills, are you frustrated with the amount of time it takes to complete your prebill markup tasks each month? For certain clients or matters, are you able to quickly decide what action to take with just a summary of the prebill? To ensure more accurate invoices, do you ask others to review your prebills and want an easy way to collaborate over edits?

As a biller, do you spend a lot of time providing partners with the status of their prebills because they have no ability to monitor them? Do you struggle getting invoices out in time because of the time partners spend reviewing each prebill?

In recent years, the legal industry has experienced a paradigm shift, with law firms transitioning from traditional paper-based billing to paperless systems. Expert Paperless Billing is at the heart of this change, helping law firms in their digital transformation journey. Moving away from printing endless paper bills and waiting for partners to manually review and edit them, firms can now automate the entire bill preparation and approval process. With the complete elimination of manual data entry, bills are processed more swiftly and accurately.

What features are available with the new Paperless Billing Inbox?

  • More Intuitive Bill Review and Editing: The new Paperless Billing Inbox is designed to augment billing partners’ productivity. This centralized interface allows for seamless management of all billing tasks and prebills. Advanced searching and sorting features enable users to effortlessly locate prebills based on specific client, matter, or bill attributes. With multi-column sorting, users can organize tasks in their desired sequence.
  • Foster Better Communication and Collaboration: Sharing and communication capabilities have been given a significant upgrade. Partners can now seamlessly share tasks, monitor a prebill’s review status, all the while retaining complete ownership of the tasks. Complementing this is the new Bill Notes feature, designed to facilitate communication between partners and other bill reviewers. This means faster approvals, reduced back-and-forth, and a more synchronized billing team.
  • Provide Increased Visibility and Tracking: Understanding the nuances of every billing modification is vital. The new Bill Summary screen, directly accessible from the Prebill List, presents users with a quick summary of all changes made to a prebill. The Bill Summary gives partners the information they need to take quick actions without having to open the prebill. This increases efficiency, enhances transparency, and streamlines workflows.

What problem does the new Paperless Billing Inbox functionality address for Aderant clients?

The Prebill Editing and Review process is a time consuming non-billable activity for the partner and timekeeper. Like all administrative tasks, it is perceived as a necessary evil. Every minute that a partner or timekeeper spends on prebill editing reduces the time spent on billable work. Any improvements or efficiency gains to the process will result in increased productivity and profitability.

The Paperless Billing Inbox was designed to help partners complete their workflow tasks as quickly and as accurately as possible. From the advanced searching and sorting capabilities which allow partners to iterate through their tasks in the most efficient way to the Bill Summary and Bill Notes features which provide information needed to take quick actions to the enhanced Share and Review functionality that improves bill accuracy, all the enhancements result in a faster WIP to Cash cycle.

How will the Paperless Billing Inbox feature impact the legal industry?

The Paperless Billing Inbox offers law firms a seamless journey from paper-based chaos to streamlined digital efficiency. It empowers law partners to work more efficiently, reducing non-billable time and expediting the billing cycle. Our latest enhancements focus on making bill review and editing more intuitive, fostering better communication between partners and other bill reviewers, and providing increased visibility and tracking. These improvements are instrumental in saving partners’ time and effort, enabling faster payments, and reducing costs.