Getting Started with LiraDocs Billing

Below are resources to guide you through the journey of using LiraDocs Billing, our web-based billing platform designed for efficient management of time and expenses.

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Step 1: Setting Up LiraDocs Billing

1. Accessing the Web App: Log into the LiraDocs web app to get started with billing.
2. Account Configuration: Customize your LiraDocs settings, including firm preferences and user accounts.
3. Enable Billing Features: Navigate to the Billing Settings in the app and enable integration for Time & Expenses.

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Step 2: Managing Time & Expenses

1. Time Entries: Log your time entries for matters, either manually or through AutoTime if enabled.
2. Expense Entries: Track and add any expenses associated with matters, ensuring accurate billing.
3. Hourly or Fixed Fees: Choose whether your billing method will be hourly or based on fixed fees for matters.

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Step 3: Generating Invoices

1. Create Invoices: Once your time and expenses are logged, generate invoices directly from the Time & Expenses tab within each matter.
2. Preview and Finalize: Preview the invoice details and finalize them for submission to clients.

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Step 4: Auto-Save Finalized Invoices

Enable the auto-save feature for invoices in LiraDocs to automatically save finalized invoices to the respective matter’s folder under Billing > Invoices.

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Step 5: Reviewing Billing Reports

1. Tracking Payments: Review payment statuses for each invoice, ensuring you track what has been paid and what is pending.
2. Generate Reports: Use LiraDocs to generate billing and financial reports, helping you to analyze income and manage client balances.

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Step 6: Depositing Funds

1. Trust and Operating Retainers: Deposit funds into Trust or Operating Retainer Accounts as needed for matters.
2. Account Management: Ensure accurate fund tracking by depositing into the correct accounts within the Transactions tab.

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Additional Resources

• LiraDocs Support: For help with any aspect of billing, contact LiraDocs customer support for detailed guidance.
• Knowledge Base & Tutorials: Explore more articles and video tutorials on using LiraDocs Billing effectively.

By following these steps, you will be able to efficiently manage your billing process and ensure smooth operation within the LiraDocs platform.