Customer Service and Assistance:

• Live Customer Service: 5-minute response business hours. 30-minute response non-business hours.
• Help Screens in program & at Interbill.com: View Print – Individual Help subjects, Full User’s Manual.
• Help Videos: Interbill.com and YouTube (search Interbill).

Data Retention:

• History Statements 10 Years after matter closed.
• All deleted data retained for 10 years after matter closed.
• Trust/Retainer ledgers for 10 years after matter closed.

Data Backup, Ownership and Portability:

• In addition to Interbill backups, you can back up all your data on your computer.
• Average backup time 1 minutes per attorney per 20 years of data.
• Backup can be used for data portability to other systems.
• You can be reminded once a month to do a local back.

Billing:

• Regular Statements. Customizable formats.
• Cumulative History Statements.
• Reminder Billing Statements.
• Invoices for any period for any set of charges.
• Your logo on all statement types.

Emailing Statements:

• From within program, fast and traceable. Email 60 clients in 5 minutes.

Emailing Statements from within Program:

• You can send repetitive text emails to up to 50 clients at a time.

Collections:

• Collection Installment Billing (can be automated).
• EverGreen Retainers – Bills Your Retainer Replenishment Amounts
• Installment Retainer Billing.
• Late payment charges and late payment charge forgiveness.

Editing:

• Change billing data before or after billing.
• Recompute past bills.

Retainers and Trusts:

• Minimum Trust/Retainer Balance alerts.
• Trust and/or Retainer can both be on each Client account to pay All Charges or, Fees or Cost only.
• Provides you with the Amount to transfer from Trust/Retainer to General Account.

User Access:

• Seven different multiple user access permission from no fee amount access, to full access.

Entering Charges and Credits:

• Multi-functional Log for entering all charges and credits.
• Can make notations [in brackets] that do not appear on client statements. Available Jan 15, 2024.
• For Users with permission, from Log can access Prebills, Historical Log Data in any sort.

Billing Reports:

• General: Most Reports are available in PDF or CSV/Excel. You can manipulate data on CSV/Excel Reports.
• Log Report: entries for by date range, for entry types, by client, by User. Multiple sorts.
• Client Listings: Short, Full (All data), Email List, Phone List, Clients Rates by User List.
• Client Payment Ledgers: By Data range with source of funds direct payment, Retainer/Trust.
• Client Trust/Retainer Ledgers.
• Trust and Retainer Balances Report: By date range, client summary balances and totals.
• Trust/Retainer Transfer Report: Amount to transfer from Trust/Retainer Account to General Account.
• Trust/Retainer Minimum Balance Alert: With on-the-spot retainer billing.
• Accounts Receivable Summary Aged: Several sorting and display options.
• Accounts Receivable Detail Report: Detailed Clients billing and payment histories by date range.
• Installment Billing Control Report: Clients billed, paid and overdue payments.
• Financial Report of Charges/Credits by Client for FTD/YTD: Any Date Range all clients or one.
• User Productivity Report: Any date range listing fees per User/per month or per client.
• Payment Allocation Report: User contribution to payments received. Any date range.
• Practice Area Report: Hours, fees payments per practice area.
• Unbilled Charges Report (aged).
• Office Summary Report MTD and YTD Totals and Balances.
• Custom reports from database can be constructed usually in 24 hours – usually no charge.

Additional Services:

• We can enter data and operate Interbill for you. You just send data by email. Usually, $250 per month per attorney. Less if under 15 active clients.
• You enter data but we do the rest for you including emailing statements, redrafts etc. Usually, $90 per month.
• General Ledger Accounting w/ Tax Figure: Simple Integrated into IB. $75 a year (1 to 5 users). Schedule for release January 25, 2024.