Feature highlight: Matter Billing

Hey, it's Howard from GleanMark. Let me walk you through how Matter Billing works, for firms that pass costs through to their clients.

Your firm gets free access, and every order is tied to a client.

Here's how someone orders. Say an associate needs a clearance on a new name. She types it in, picks the client, and adds your matter number.

The report comes back with your firm's name and logo on it.

You can order knockout searches the same way,

and Office Action responses too.

As an admin, you can see usage anytime: what's been ordered so far this month, and the whole list as a spreadsheet.

At the start of each month, you get an email with the total. You sign in to download the invoice, so client names stay out of email.

Here's what the invoice looks like. Every order is on its own line, with the date, the client, the matter, and who ordered it. And the same list comes as a spreadsheet for your billing team.

That's it. If this could work for your firm, book a demo, and we'll get you set up. Thanks for watching. Take care!