Fees & Billing
View All AML Risk Centre CaseLoad Executry Clients, Contacts & Matters Document Management Fees & Billing Leads Management Matter Management Time Recording
Editing Draft Fees
In this video, we will go through how to make edits to a Draft Fee in Caseload
Generating Fees
In this video we will go through how to use the fee generation wizard to create a Draft Fee in Caseload
Running a Timer
In this video, we will walk through how to track your fee activity in real time using the running timer feature in Caseload
Sending Fees to Clients
In this video we will go through how to send fees out to clients in Caseload
Working with Timesheets
In this video, we will look at timesheet activity to add, amend & delete entries. Plus how to post timesheet
