Sunday, May 1, 2011

Pre-Bills

Pre-bills allow you to review a client’s billing prior to the actual billing and payment from trust. A careful review of the pre-bill avoids the necessity of reversing payments and undoing bills to correct simple errors.

Rather than printing off the pre-bills, review them on the screen in PCLaw. Why? Because, when you see something that needs to be changed, you can simply double click on the entry and make the change immediately. Then click the reload button to see your changes.

Pre-bills also give you an opportunity to review the matter and confirm that you have recovered all of the expenses related to this matter.

You should also be reviewing the totals on the pre-bills. Is this figure in line with what you quoted the client? You can avoid client billing disputes by making adjustments to the fees on the pre-bill or entering a new negative fee to note a discount.

As always, I invite your comments and suggestions for future posting topics. Next week – Billing.
Clyde