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  • How to process Over Payments and Refunds in Law App

    How to record client overpayments, disbursement refunds and credit notes in Law App, so refunds are handled correctly and your accounts stay reconciled.

  • Managing Rate Codes and Billing Rates in Law App

    How to add and archive rate codes, and set default billing rates for employees in Law App, including firm-wide, position, employee and rate-code-specific defaults.

  • How to generate a Debtor Statement in Law App

    Learn how to generate a debtor statement from a file’s Financials tab in Law App, pick a date range, and export it as a PDF or Word copy or save…

  • How to set up Invoice Notes for your firm invoices

    Create reusable Invoice Notes in Law App to add generic work descriptions to debtor invoices, then print them with a template that has Notes in its name.

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