Time and Expnese Snippets

Time and Expense Snippets

According to the ABA 10%-15% of your potential billable time is lost by waiting until the end of the day to record. Waiting 24 hours can lose you about 25% of your time, all due to inaccuracies.

Using Casefriend Billing Snippets Manager you can create Snippets to easily capture time & expenses when incurred, thereby preventing these costly inaccuaracies and loss of revenue.

What is a Snippet?

A Snippet is a pre-configured Time, or Expense, entry which eliminates the hassle and time spent entering time so you and your firm can capture every .1

What is the Billing Snippets Manager? 

The Billing Snippets Manager allows firm administrators and manager to create "canned" Time Entries and Expenses which perfectly match client expectations.

Creating & Managing Snippets

From the Tools menu select Billing Snippets Manager

BIlling Snippets Manager

Casefriend provides your firm with many commonly used Billing Snippets out of the box. You can edit or create Snippets to suit your firm and your practice.

Click export to Excel to keep a handy reference of all your Billing Snippets. 

Create a new Billing Snippet

Click New Snippet to create a new Snippet.

From the New Snippet modal complete all required fields. 

Billing Snippet Values
ID	Each Snippet is assigned an ID. The ID can be used to swiftly enter time, similar to a "billing code"
Type	Time Entry or Expense
Name	The Snippet Name
Practice Area	When you select a Practice Area, the Snippet will only be avialalbe to Cases in that Practice Area. Leave this blank to make your Snippet Available to all Cases
Jurisdiction	When you select one or more Jurisdictions, the Snippet will only be avialalbe to Cases in that Jurisdiction. Leave this blank to make your Snippet Available to all Cases
Client	You can assign Snippets to one or more Clients. Snippets will only be available to the Clients assigned. Leave this blank to make your Snippet Available to all Cases
Category	Assign your Snippets by category
Billing Description	The Billing description that will appear on the Time Entry and Invoice

 

Edit existing Billing Snippets

Casefriend comes with many commonly used Billing Snippets right out of the box so you can start entering time on day one. If you would like to edit an existing, Billing Snippet, its easy. Simply click on the Billing Snippet you want to edit.

Once you are satisfied with your Billing Snippets your attorneys and timekeepers can now easily enter time and expenses.