May 4, 2023 Release Notes
May 4, 2023 Release
Originating Attorney Allocation
This release introduces the ability to assign Originating Attorneys to clients and matters within Bill4Time. For any firm on a Bill4Time Enterprise plan, this feature can be utilized when creating a new or updating an existing client or matter. In a typical scenario when a new client retains a law firm, the firm may allocate a portion of the fees generated by that client to the originating attorney. Clients and matters may have multiple originating attorneys that can all claim credit and Bill4Time now has an easy way to keep these allocations accurate.
When creating or updating a client or matter select the advanced option to the right of the new Originating Attorney field. This will allow you to add the split percentages and percent of rate for all originating attorneys.
Please sign in to leave a comment.
Comments
0 comments