Estate Planning Billing Best Practices

Managing Estate Planning matters in LiraDocs? Follow these best practices to ensure accurate and efficient billing for your clients.

1️⃣ Fixed-Fee Billing (Recommended for Estate Planning)

Use Activity Codes for fixed-fee estate planning matters.
✅ Reduces the manual workload of entering time entries.
✅ Ensures consistent pricing across similar matters.

2️⃣ Managing Non-Billable Entries on Invoices

LiraDocs allows you to customize invoices to show or hide non-billable work, giving you control over what your clients see.

Option 1: Show/Hide Non-Billable Entries on a Draft Invoice

📌 On the draft invoice page, click the three vertical dots next to “Add Entry”.
📌 Toggle Show Non-Billable Items.
📌 Preview: Billable entries appear at the top, and non-billable items are listed below.
🔹 Best for: When you want to show clients the full scope of work done.

Option 2: Automatically Show Non-Billable Entries on All Invoices

📌 Navigate to Firm Settings → Invoice Settings.
📌 Select your Estate Planning invoice template under Template Settings.
📌 Under the PDF Invoices tab, scroll down and toggle “Include non-billable items” on invoice.
🔹 Best for: Firms that want transparency across all invoices.

Option 3: Show/Hide Non-Billable Items on a Per-Matter Basis

📌 Open the matter and select Edit Matter.
📌 Navigate to Invoice Settings.
📌 Choose an invoice template with your preferred non-billable items setting.
📌 Click Save Matter.
🔹 Best for: Customizing invoices case by case.

3️⃣ Using a Single Line Summary for Invoices

✅ Instead of itemized time entries, show a single summary line of your work.
✅ Go to Invoice Settings and toggle “Use Single Line Summary”.
🔹 Best for: Keeping invoices clean and professional while summarizing services provided.

🔹 Did You Know?

✅ LiraDocs allows batch invoicing for multiple estate planning matters.
AutoTime can track all your work (emails, documents, calendar events) and auto-generate billable entries.
Custom billing templates can be set up for different types of estate planning clients.

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