This guide provides a step-by-step approach to efficiently manage hourly billing using LawAccounting/CaseQube, ensuring accurate invoicing and time tracking. It simplifies the billing process by detailing how to enter time entries, create pre-bills, and finalize invoices, making it essential for legal professionals seeking to streamline their billing practices. By following this guide, users can enhance their productivity and ensure compliance with billing standards, ultimately improving client satisfaction.
1. ### Step 1:
- Log In
- Access LawAccounting/CaseQube using your secured credentials.
- Navigate to Matter Management
- Click the App Launcher (nine dot icon)
- Type Matter Management in the search bar
- Click the Matter/Client you want to bill
- Open the Billing Details Tab
- Click More tab to display the list of options
- Select Billing Details tab
- Choose New Billing Entry
- Click the plus icon and choose; Time Entry
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2. Time Entry in CaseQube
When entering a new time entry in CaseQube, complete the following fields:
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Project: This will automatically populate with the name of the matter selected in the system.
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Description: Enter a clear and detailed description of the work performed. This description will appear on the client’s invoice.
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Date: This field will automatically populate with today’s date. To change the date, click the calendar icon and select the correct date.
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Duration: Enter the amount of time it took to complete the task. Be sure to enter time in the firm’s required format (for example, 0.1, 0.25, or hourly increments).
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Timekeeper: Select the timekeeper associated with the task. This ensures the correct individual is credited for the work performed and that the appropriate billing rate is applied.
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Rate: will automatically populate with rate of timekeeper selected. Confirm the correct rate is selected before saving the entry to ensure accurate invoicing.
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Client: This will automatically populate with the client’s name associated with the selected matter.
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Billable Box: This option will automatically appear checked. Leave it checked if the expense is to be billed to the client. Uncheck it only if the expense should not be billed.
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Amount Override: Option to manually enter in amount to charge
Save & View
- To Save: Click Confirm Time Entry
- To View: Click Time tab
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3. Creating The Pre Bill
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Navigate to Time
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Select the expense(s) you want to prebill
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Click the Plus (+) arrow
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Select Prebill
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On the Prebill screen:
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Invoice Date: Automatically populates
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Due Date: Click the calendar icon and select the due date
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Billing Period Start Date: Click the calendar icon and select the start date
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Billing Period End Date: Click the calendar icon and select the end date
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Notes: Enter any notes associated with the prebill
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Skip the Prebill Approval Process: Check the box if you want to skip the approval process
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Include Non-Billable Time Expense with $0 Balance: Check the box if you want to include non-billable time expenses with a $0 balance
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Click Confirm Pre Bill
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Preview Bill Screen Appears
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Click Create Pre Bill
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To view click Pre Bills
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4. Creating The Bill
- Navigate to the Pre bills tab
- Click the bill you want to create
- Click Set to Approved
- A warning screen will appear stating changes cannot be reversed
- Click Confirm
- To view the finalized bill, click the Bills tab
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