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Pre-Bill Review

In This Article…

When billing your clients, it is always a good idea to review your Work in Progress (WIP) to make any adjustments prior to billing.

This article will walk you through how to review these items prior to billing. 

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Pre-bill Review Workflow

Step Action How? And what is important to know?
1

Enter time
  • You must create timecard entries to start accumulating unbilled balances for your client.
  • For fixed fee and contingency matters, you can still enter timecards for internal time-tracking purposes.
  • Internal time entries are marked as Non-billable and will not display on the invoice.
  • See Add and Manage Time Entries and Tracking Time with the Timesheet and Timers for steps to learn how to track and enter time.
2

Enter expenses
  • Tracking expenses is essential for reimbursement.
  • Understand, differentiate between, and manage the two types of expenses: Soft Costs and Hard Costs.
3

Access and Generate the Pre-Bill Report
4

Present or Deliver Pre-Bill
  • After downloading the Pre-Bill to your device, either take a print or email it (outside of the CosmoLex system) to the responsible party for review.
5

Review Items on Pre-Bill
  • Each page will have unbilled time and expense entries specific to a matter.
  • Mark-up Pre-Bill or take note of the ID# of items that need to be changed.
6

Make Appropriate Edits
  • Learn how to edit time and expense cards.
  • Use the search filters on the right side of the Time/Expense tab in Activities to locate a specific item by date, client, timekeeper, or the Index# as mentioned above.
7

Generate Invoices
Updated on January 5, 2023

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