Allow viewing of Draft Bills, using your firm’s EDG templates, via Paperless Proforma. Huge time savings as requests to billing to create a Draft Bill are no longer required.
Display all proforma content on a single page opposed to across multiple tabs. Allows for more easy access to all information on page while reducing the number of ‘clicks’ required to improve the user experience.
Report on firm’s proforma editing process from front office to back office. Reporting can be done at the Firmwide or Assigned Biller level. Highlighting funds being used (trust, bao, unallocated). Various at a glance views of the proforma in process.
Report on the firm’s proforma process: status of outstanding proformas, biller work que, timecard level actions, number, and types of edit – track, analyze, & trend.