Caseload Manager is designed to manage your basic billing needs.
- It can track time, activities, and payment.
- It can generate reports of time spent and money owing.
- It can create automated invoices to send to clients.
This system can be highly personalized based upon your office's unique needs.
It is designed, however, to bill according to mediation center norms which are different than law firm norms.
Please view the following pages for more information.
- Billing Settings Priority
- Calculate Balance Due
- Billables Report
- Charging by Activity
- Invoicing Clients
- Creating an Invoice and Sample Invoice Code