1. Managing the Client Billing Record
Juris®
Managing the Client Billing Record
Presented by:
Celeste Bradford

2. Education: Experience: Contact me: BS in Finance
10 years experience supporting law firms using Juris® solutions as Support Specialist, Report Engineer, Trainer, and Consultant
1 year experience as a Billing Coordinator
Contact me:

3. Client Accounting and Tables
Setting Up Clients and Matters
Billing Agreements and Frequencies
Fee and Expense Schedules
Timekeeper Management
Time and Expense Management
Cash and Credits

4. Setting Up Clients and Matters
Required for billing
Consolidations
Group Matters for Billing
Addresses
Assign to Matter
Assign to Consolidation

5. Billing Agreements Hourly Task Flat Fee Retainer Contingency Pro Bono
Nonbillable

6. Billing Agreement: Hourly
Most Common Agreement
Hours are tracked
Hours are billed
Fee Schedule determines rates

7. Billing Agreement: Task
Similar to Hourly
Int/Disc Tab
Task Code on Time Entries
Is required
Cannot be disabled

8. Billing Agreement: Flat Fee
Hours are Recorded
Hours are billed at defined amount
Flat Fee
Amount defined on Matter > Billing Tab
See Flat Fee settings in Setup & Manage

9. Billing Agreement: Retainer
NOT = Prepaid
Retainer Options:
Total Bill
Fee Total
Minimum Bill
Minimum Fee

10. Billing Agreement: Retainer/Total Bill
Total Bill: Bills the retainer amount regardless of fees and expenses incurred.
Example, Retainer/Total Bill = $1,000.00
When $ in fees and expenses are recorded; they will be billed at $1,
When $1, in fees and expenses are recorded; they will be billed at $1,

11. Billing Agreement: Retainer/Fee Total
Fee Total: Bills the retainer amount for the fees regardless of actual fees incurred; with expenses tracked separately.
Example, Retainer/Total Bill = $1,000.00
When $ in fees and $50.00 expenses are recorded; they will be billed at $1, $50.00 or $1,
When $1, in fees and $ expenses are recorded; they will be billed at $1, $ or $1,

12. Billing Agreement: Retainer/Minimum Bill
Bills EITHER the retainer amount OR the total fees and expenses incurred; whichever is larger.
Example, Retainer/Minimum Bill = $1,000.00
When $ of fees and expenses are recorded; they will be billed at $1,
When $1, of fees and expenses are recorded; they will be billed at $1,

13. Billing Agreement: Retainer/Minimum Fee
Bills EITHER the retainer amount OR the total fees (+ expenses) incurred; whichever is larger.
Example, Retainer/Minimum Fee = $1,000.00
When $ in fees and $50.00 expenses are recorded; they will be billed at $1, $50.00 or $1,
When $1, in fees and $ expenses are recorded; they will be billed at $1, $ or $1,

14. Billing Agreement: Contingency
Similar to hourly
Can be reported separately

15. Billing Agreement: Pro Bono
Hours worked are billed at zero amount
Can be tracked for reporting to ABA

16. Billing Agreement: Nonbillable
Hours worked are billed at zero amount
Tracked separately from Pro Bono
Internal meetings, sick, vacation, etc.

17. Billing Frequency Monthly Quarterly Semi-Annually Annually On Cycle
On Request

18. Billing Frequency: Monthly
Beginning Month Set to:
Bill will be included in Frequency Selection in the following periods:
N/A
1, 2,3,4,5,6,7,8,9,10,11,12

19. Billing Frequency: Quarterly
Beginning Month Set to:
Bill will be included in Frequency Selection in the following periods: 1
1, 4, 7, 10 2
2, 5, 8, 11 3
3, 6, 9, 12

20. Billing Frequency: Semi-Annually
Beginning Month Set to:
Bill will be included in Frequency Selection in the following periods: 1
1, 7 2
2, 8 3
3, 9 4
4, 10 5
5, 11 6
6, 12

21. Billing Frequency: Annually
Beginning Month Set to:
Bill will be included in Frequency Selection in the following periods: 1 2 3 4 5 6 7 8 9 10 11 12

22. Billing Frequency: On Cycle
Use for defining specific bill selections
Potential Uses
Assign priority clients to a Cycle
Assign electronic bills to a Cycle
Define your own billing groups

23. Billing Frequency: On Request
Only available for certain Bill Agreements
Flat Fee
Contingency
Only available via on-demand selection
Select by Billing Timekeeper
Select by Client All Matters
Select by Consolidation Name or Matter
Select by Client Range

24. Fee and Expense Schedules
Hierarchy observed
Refer to assigned schedule
Task Codes
Timekeepers
Personnel Types
Refer to standard schedule

25. Time & Expense Management
Juris Users
Daily Time Summary
MyJuris Users
Heat Map
Filters
Active Information Users
Custom report
Distributions

26. Cash and Credits Cash Receipts: one batch per deposit
Zero Cash Receipt batch:
Move trust and prepaid between matters
Correct improper application of cash
Credit Memo: write offs or credits

27. Timekeeper Management
Inactivate old Timekeepers
Rename the ID before inactivating
Manage existing Timekeepers
Measure worked hours versus goals
Consider tracking nonbillable items

28. Additional Training Opportunities
For additional training opportunities, visit LexisNexis® University, where you may learn more about eLearning, eConsulting, Classroom, Anytime, and Just in Time Training class offerings.
The Juris® Client Services Team offers on-site training, workflow analysis, and consulting to optimize your Juris software systems. Contact your local Juris representative for more information.

29. Who is your representative?