Bill4Time Reviews & Pricing

Key Features

• Time Tracking: Track billable and non-billable time, staff contractors, consultants and internal non-client time with separate timers. Convert meetings to billable hours and run multiple timers at the same time. Review daily and weekly time entries to measure the firm’s productivity and financial health. Set up custom activity types and work code lists to improve efficiency. 
• Expense Tracking: Upload images of receipts to track case-related expenses in real time. Leverage two-way image syncing to track expenses internally or charge a flat percentage markup. Comes with built-in configurable UTBMS billing codes. 
• Integrations: Integrate with third-party applications such as QuickBooks, Outlook, Google Calendar, Box, NetDocuments, Cyber Revolution and more. 
• Billing and Invoicing: Create pre-filled bills, detailed invoices and statements with configurable payment terms, currency and late fees. Set up tailored payment plans and link invoices to online payment options. 
  • Invoice Templates: Track the status of invoices in real time. Override default payment rates and add a brand logo, currency, company details, payment terms, late fees and more. Prepare invoices en masse and generate summary reports. Provide clients with flat rates, percentage discounts, hybrid billing options and online payment methods. 
• Online Payments: Securely process online payments with various flexible payment options, including eCheck and credit cards. Ensure compliance with IOLTA, ABA and state bar guidelines. Run payment-related reports to maximize efficiency. 
• Client Management: Get 24/7 access to client and project information from any device. Customize the dashboard for quick access to specific information, such as client info, outstanding balances, assigned account manager and more. Centrally store all case-related data, contacts and notes. Tailor the client’s budget according to the firm’s financial goals. 
• Case Tracking: Organize cases with custom notes and files. Assign activities to specific cases and track pending tasks with the shared schedule. Get status updates on essential activities with the customizable notification center. 
• Tasks: Set up automated workflows to assign, track and schedule tasks. Add custom descriptions, details, priority levels and due dates. Search for specific tasks with custom filters, such as due date, assigned employee, completion status and priority level. Convert completed tasks into time entries. 
• Accounting: Get complete visibility of outstanding balances, credits and debits, pending projects and balance adjustments. Supports trust accounting. 
• Reporting: Run preconfigured reports to evaluate accounting activity, client details, entry specifics, legal matter, user activity and productivity. Export recorded data in PDF or CSV format for analysis by external auditors. 
• Client Portal: Provide clients with a self-service portal. Get real-time access to invoices, payment history, outstanding balances and the payment portal. Improve brand awareness by embedding the firm’s logo into the client portal and payment gateway. 
• Customization: Prepare custom invoices to match the firm’s existing layout, data fields and format. Create custom reports with extra columns, optional views and additional filters. Set up custom rate tables with flexible billing rates. 
• Firm Metrics: Leverage the configurable dashboard to track monthly performance metrics, measure key performance indicators, set utilization targets and develop competitive billing rates. Evaluate unique data points to generate actionable insights. Track the firm’s reputation on review sites and take corrective action where necessary.  
• Data Security: Protect the firm’s data with 256-bit SSL encryption. Provide round-the-clock protection and comply with SSAE 18 SOC 1 reporting standards. 
• Permissions and Access: Limit visibility into restricted information with permission-based access. Assign permissions for every function and provide third-party contractors with temporary access. Track logins automatically. 
• Mobile Application: Get unrestricted access to the firm’s data, legal matters, dashboard and activity timers via a native app for mobile devices. Get daily, weekly and monthly progress reports, add case details, communicate with clients and view outstanding balances.  
• Legal Documentation: Upload and store an unlimited number of case-related documents. Create custom folders and subfolders and share access with the entire firm. Leverage file duplication and templates to standardize document creation. Search for specific documents and quotes faster with fuzzy search. Implement completely new conventions or use the built-in structure.  

Limitations

•  Has a learning curve. 
•  Mobile app glitches occasionally. 
•  Billing and invoicing for multiple tasks can be complicated at first. 

Suite Support