Invoice on your terms
Create invoices from the matter whenever the work calls for it, with your own line items, notes, and terms.
Billing
Billing that stays close to the matter.
Create invoices when you choose, set payment plans, record payments, and see what is outstanding without separating the financial record from the legal work.
- Invoices tied to matters
- Partial payments and plans
- Clear collection reporting
Made for the financial side of the matter
A simpler path from invoice to collection.
The billing workspace keeps the essential information in view without turning your practice software into a separate accounting system.
Plan each payment
Assign one or more scheduled payments to an invoice and keep partial payments connected to the balance.
See what needs attention
Keep overdue balances visible in Billing without generating unnecessary notifications for the whole firm.
Keep a clear history
Invoices, payments, adjustments, and billing activity remain connected to the matter record.
How it works
A billing flow that follows the work.
- 01
Create
Build an invoice directly from the matter.
- 02
Review
Use the client-facing preview before approval.
- 03
Collect
Track plans, payments, and overdue balances.
Know the difference between billed and collected. Billing reports show both so you can understand revenue and outstanding balances at a glance.
Billing, in context
Keep the work
and the balance together.
Explore Easy Case File and give every matter a clearer financial record.
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