PRODUCT INFORMATION. Your Business Operating System

Transcription

1 PRODUCT INFORMATION Your Business Operating System

2 More than just software, BillQuick Legal is your billing assistant, manager and accountant. Over the last 20 years, BillQuick Legal has evolved from a simple time and billing solution to something much greater a management tool that helps track your billable hours, create and send effective invoices, perform accurate reporting and much more. At the heart of BillQuick Legal lies a powerful engine that helps legal professionals all over the world run their practice more efficiently. It understands your needs and works hard to solve those pain points, allowing you to spend more time providing quality service to your clients instead of managing internal processes. Why choose BillQuick Legal? Winner of numerous awards and accolades, BillQuick Legal is the top choice for legal professionals looking to use an integrated solution for Time and Expense Tracking, Billing, Invoicing, Reporting and Accounting. It organizes your data and automates repetitive tasks so you can make more informed decisions faster. The powerful system is designed to help your firm increase performance, productivity and profitability.

3 Welcome to BillQuick Legal This is not your average time and billing software. Many attorneys and other legal professionals choose BillQuick Legal to streamline their day-to-day time tracking, matter management, billing and accounting tasks. It accurately tracks your time and doesn t let billable hours slip through the cracks. Scalable for both small firms and large enterprises, BillQuick Legal manages your financial matters so you can focus on core areas of your practice. BillQuick Legal Power Up Your Practice 1

4 Intuitive Time & Expense Tracking Simplified Billing and Accounts Receivable Help View By: Employee Print AB Auto Select View Tools Submit Approve Save Refresh Prev Next Employee: Period Including: CJ 5/10/2016 ncluding: 0/2016 Flexible time entry with the ability to track time in three ways: Simple Timecard, Sheet View and Timers Matter ID Activity ID Description LA: DANI AT:ANS Draft Answer to Complaint Sun Mon Tue Wed Thu Fri Sat (28) (29) (30) (31) (1) (2) (3) Sun Mon Tue (28) (29) (30) 4 Total 4.00 Easily start and switch between multiple timers LA: MESS AT:CA Court Appearance LC: BUR AT:COS Prepare and Mail Service Copies LC: GAV AT:AR Obtained Accident Report int Built-in UTBMS A and L Codes to support LEDES electronic billing requirements LC: BRO AT:CC Conference With Client LC: AA GEN:CR Clerical Work LC: EVER AT:COS Review Correspondence From LC: CAL AT:ARB Arbitration LD: POW AT:CA Court Appearance LC: BUR AT:COS Prepare and Mail Service Copies pies Accessible via desktop, online and mobile devices Free native iphone and Android apps for cloud-based time and expense tracking Memo Court hearing on Feb. 5. Next date is May 20. Add Memo to Project Notes Show Memo on Invoices Attachments Intuitive Time & Expense Tracking We get it time and expense tracking is not your favorite thing to do at the end of a long day or week. BillQuick Legal makes it easy for you by allowing you to auto-populate timesheets, run multiple timers concurrently, and record time and expenses from anywhere using our native mobile apps. Managing your billable hours and reimbursable expenses is no longer a chore. 2 info@bqe.com

5 Process multiple invoices by client, project, manager, contract type and by whatever billing period you want on the Billing Review screen Over 100 professional and customizable invoice templates with the ability to add company logo Create many invoice types: retainer, recurring, fixed, hourly and more Attach and submit back-up for time and expense charges with invoices Send multiple invoices in a single Process invoices in LEDES format for electronic submission to third party administrators Simplified Billing and Accounts Receivable Billing with BillQuick Legal is everything you imagined it would be simple and sophisticated. It is designed to cut your billing time in half, saving you countless hours creating and sending accurate invoices. Just set your billing rules and frequency to enjoy all the benefits of automatic billing. Now sit back, relax and watch as your cash flow improves. BillQuick Legal Power Up Your Practice 3

6 Powerful Reporting Anytime, Anywhere, Any Device Hendricks & Associates 2601 Airport Drive, Suite 380 Los Angeles, CA Tel: (310) Fax: (310) Hendricks & Associates Profit by Employee - Billable Summary 2601 Airport Drive, Suite 380 Los Angeles, CA Client ID - Company Client Name Printed on: 1/26/2016 Tel: (310) Fax: (310) BA - Bennett Atty at Law Lee Bennett Page 1 of 1 Hendricks & Associates BCL Aging - Black As Co. Of - 90 Days Darrell Black Filters Used: 2601 Airport Drive, Suite 380 BT - Baxter Trucking Mary Baxter - Employee ID: Selected Items (14) Los Angeles, CA CP - Chandler Publishing Tony Chandler Printed on: 1/26/2016 mount* DC - Design Computers Millie Krueger Tel: (310) Fax: (310) Employee ID - Name - Department B-Hrs Units Cost Amount Bill Amount* Profit/Loss % DF - Davis Financial Page 1 of 1 Byron Davis BD - Bob Duncan- Marketing EE - England Electric 0.00 $6, $11, Marnie Otto $5, Filters Used: BW - Bert Woolmer- Marketing GI - Gold Inc $1, $4, Ann Gold $2, Client ID: Selected Items (5) CJ - Curtis James- Legal HF - Holloway Fields $55, $46, Andrew Fields($8,732.00) -19 Barlett Company (AB) - Anne JA - Law Office of J. Andrews Julie Andrews MK - Mark Kerns- Information Technology $2, $2, $ JB - James Brown Productions James Brown Bartlett (LF:BAR) - Managed by (SL) SL - Sally Lawrence- Legal $28, $26, ($2,000.00) -8 JJA - Joy James, DDS Joy James Invoice Num Date Bill Amt WB - Walter Paid Birch- Administration Current 31 To To 90 >> LC - Charter Balance Publishing 0.00 $6, $13, Leslie Charteris$7, /25/2015 $3, $1, $1, $1, LT - Laurie Travis, DDS Laurie Travis Grand Totals: $100, $105, $5, Matter (LF:BAR) Balance MD $1, Miranda Dance Studio $1, Carmen Miranda MOL Mitch Oliver Client (AB) Balance $1, $1, PG - Parker Group Patricia Altman RD Rodney Dangerfield Ace Beauty Supply (ABS) - Natasha RG Ralph Gillespie RS - Robey Sales Susan Robey Ace Beauty Suit (LS:ACE) - Managed by (SL) SP - Power Construction Stefanie Powers Invoice Num Date Bill Amt Paid Current 31 To To 90 >> 90 Balance SW Sam Woods /15/2015 $1, $ $ $ TC - Town and Country Real Estate Dolores Charles /12/2015 $50.00 $50.00 $50.00 USS - US Supply Diane Domingo 177 4/29/2015 $ $ $2.00 $2.00 $13, Grand Totals: Matter (LS:ACE) Balance $ $ Retainers Paid Retainer Summary by Client Retainers Used Printed on: 1/26/2016 Page 1 of 1 Hide Zero Balances Balance $ $ $80.00 $80.00 $2, $ $1, Profit/Loss $1, $1, $1, $1, $ $ $1, $70.00 $5, $1, $70.00 $1, $1, $ $ $2, $ $ $2, $2, $ $ ($8,732.00) $ $ $4, $4, $ $ $ $ $ $52, $52, $ $ $5, $1, ($2,000.00) $5, $1, $1, $1, $1, $1, $80, $ $80, $11, $4, $46, $2, $26, $7, Over 500 standard reports that are fully customizable using Crystal Reports Select any report, apply filters, instantly preview and view related reports in the Report Center Schedule reports for automatic delivery using BillQuick Agent Create memorized reports and tag any report as your favorite Black Co. (BCL) - Darrell Client (ABS) Balance $ $ $5, Black, Darrell (LC:BLACK) - Managed by (SL) Invoice Num Date Bill Amt Paid Current 31 To To 90 >> 90 Balance /20/2015 $ $ $ /15/2015 $15.00 $15.00 $15.00 Matter (LC:BLACK) Balance $ $ Client (BCL) Balance $ $ Burton Financial (BF) - Barbara Burton Financial (LC:BUR) - Managed by (CJ) Invoice Num Date Bill Amt Paid Current 31 To To 90 >> 90 Balance /14/2015 Matter (LC:BUR) Balance Client (BF) Balance Grand Total: $3, $3, Powerful Reporting A business has many moving parts and reports help us make sense of its financial and operating data. BillQuick Legal has extensive reporting capabilities that expose critical information about your firm s health, and transcribe statistical data into actionable insights for partners and staff. It has the ability to report on client, matter and timekeeper levels for productivity and profitability analysis. You will be amazed at how easy it is to generate and share reports using the Report Center in BillQuick Legal! 4 info@bqe.com

7 Anytime, Anywhere, Any Device BillQuick Legal is available across all major platforms so you can enjoy the freedom and flexibility to run a successful law firm anywhere in the world. BillQuick Legal Power Up Your Practice 5

8 Key Benefits Key Benefits BillQuick Legal is scalable for all law firm sizes with Basic, Pro and Enterprise editions. It has real-time integration with QuickBooks Desktop and Online editions, and runs on a state-of-the-art database technology using MS Access, SQL Express and SQL. Feature Benefit General Desktop, self-hosting and online versions Free native iphone and Android apps for cloud-based time tracking Integrated document management supports a folder structure you define Robust security for role-based profiles and restrictions on Client, Matter and Employee levels Workflow Automation Powerful multi-level submittal/approval for time, expenses and invoices Automate report delivery and schedule daily, hourly or weekly notifications for missing time Display and customize Key Performance Indicators to display on your Dashboard Create alerts and due dates for a wide range of tasks Manage resources by case with tools for allocation by activity Budgeting for management of third party billing or task-based billing Time and Expense Flexible time entry provides the ability to track time in three ways: Sheet View, Simple Timecard and Timer Built-in UTBMS A and L Codes to support LEDES electronic billing requirements Detachable Timer Control designed to take minimum real estate on your screen Easily start and switch between multiple timers Record expenses and attach receipts for management approval and employee reimbursement 6 info@bqe.com

9 Feature Employee Compensation Tracking Benefit Powerful Overtime Calculator to automatically identify and mark eligible time as overtime for PTO management Effortlessly track overtime, compensation time and paid time off Intelligent time cards built to minimize data entry Reporting Billing Accounting Select any report, apply filters, instantly preview and view related reports in the Report Center Over 100 standard reports that are fully customizable using Crystal Reports Memorize reports Create personal report groups reports in PDF, Excel or Word format Make informed decisions based on the information in the Collection Center payment history, key historical data and account notes 100 professional and customizable invoice templates with the ability to add a company logo invoices in PDF, Excel or Word format Process invoices in LEDES format for electronic submission to third party administrators Profit and Loss, Balance Sheets, Cash and Accrual reporting with comparison data Track multiple entities in one accounting file via Classes General Ledger and General Journal Entries Process credit cards payments Simple bank reconciliation Customizable Chart of Accounts with sub-accounts Check writing, bank register and trial balances BillQuick Legal Power Up Your Practice 7

10 BillQuick Add-Ons BillQuick Add-Ons Expand the capabilities of BillQuick with these powerful add-ons. BillQuick Agent BillQuick Outlook Add-in BillQuick Mobile App BillQuick Agent is a powerful workflow automation tool that reduces overhead by scheduling reports for automatic delivery, setting file alerts and monitoring timekeeper performance to account for time not entered and missing time. It allows you to stay informed about your practice without manually running reports. BillQuick Outlook Add-in converts your Outlook appointments, tasks and s into time entries in BillQuick without you ever having to leave the application. The Add-in simply eliminates re-entering hours into BillQuick and efficiently completes the time entry process. Now, you can get paid for the hours you spend reading . The new BillQuick Mobile App lets you easily add expenses, quickly track time and seamlessly sync that information with your BillQuick Online or Web Suite account all from the convenience of your phone. BillQuick Mobile app is available for the Apple iphone, ipad, ipod Touch and devices running the Android operating system. 8 info@bqe.com

11 About BQE Software BQE Software develops innovative practice management software for professional services firms. Its products, including BQE BillQuick Legal, BQE ArchiOffice and BQE EngineerOffice, simplify the way firms enter and use information for time tracking, billing, project management and accounting. This allows them to make informed decisions faster, improve productivity and increase performance. With more than 400,000 users worldwide, BQE software is trusted by leading attorneys, accountants, architects, engineers, IT specialists and business consultants. Want the inside scoop? Join our Facebook and LinkedIn user groups. Facebook.com/groups/billquickusers Linkedin.com/groups/ Follow Us

12 World Headquarters Regional Offices North & South America 3825 Del Amo Boulevard, Torrance, CA United States of America Tel: (866) (toll-free) +1 (310) Australia, New Zealand & Asia Level 40 North Point Towers, 100 Miller Street, North Sydney NSW 2060 Australia Tel: (toll-free) +61 (02) Europe, Middle East & Africa Tel: For more information, visit or call (866) BQE Software Inc. All rights reserved. BQE, BQE logo and BillQuick Legal logo are registered trademarks and/or registered service marks of BQE Software Inc. in the United States and other countries. Other parties trademarks or service marks are the property of their respective owners.