ProTempus

This feature enables users to post payments for partial or multiple invoices and manage credits, over-payments, and write-offs. It also allows users to generate aging reports and automate invoice payments from trust accounts.

ProTempus allows the user to manage multiple cases per client with different billing rates. Users can track case-related expenses, support split billing, and link various parties to cases for efficient billing management.

The document management feature allows users to link existing folders without the need to import documents. It facilitates the creation of boilerplate forms and automatically generates folders for new clients. Additionally, users can easily archive scanned documents and emails into their client folders.

This feature allows the user to integrate with Outlook for seamless email archiving. It enables users to add emails to client case files with one click and email documents or invoices directly from their law firm.

Users can accurately track billable time using a stopwatch feature. The tool syncs with Google or Outlook calendars and provides one-click billing for scheduled meetings and phone calls.

This important feature allows the user to manage client trust accounts from deposits to settlements. Users can maintain evergreen accounts, automate invoice payments, and integrate with QuickBooks for precise auditing and balancing.