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How to Use Split Billing

Introduction

In many legal cases, especially divorce and meditations, the firm is jointly representing two or more parties and parties agree to split the legal fee/cost, often with a predefined percentage. In such cases, law firms most likely will track fees and costs for one matter and split to two invoices at the time of billing. 

Currently, CosmoLex does not have a built-in way to address split billing. We are expecting to implement this feature. In the meantime, we have a few useful tips that may help with your firm’s needs. We provide this information as a tip, however we recommend that you work with our support department to ensure your firm’s specific needs are met.

Current Split Billing Work-Around

  • Option-1: Show multiple client address on one invoice (see below)
  • Option-2: Track your time and cost of separate matters and issue separate invoices. For example, if you are representing divorcing couple in a mediation, you will record two time entries or two cost entries as if these were two separate parties.

Show Multiple Client Addresses on One Invoice

If you wish to address the same invoice to multiple parties, you can use “Linked Client” functionality. This function automatically populates up-to 3 client addresses while printing the invoice. All addresses will appear on each copy of the invoice.

  • Make one-time change to your Invoice Format (Customer Support can assist)
    • Remove current invoice variable “#ClientInfo#

    • Place a new variable [#ClientInfo-Linked-Clients#] in a 3 column – 1 row table. Use Table properties to keep sufficient cell padding and margins.
  • In the Matter Detailed View, go to Relations Tab and specify up-to two other linked Clients. Simple add a relation of type “Client” and select other clients.
  • With this change, when you print an invoice for a matter which has other linked clients, those would be printed. You will still have to notify them on how payment is to be split among parties.
Updated on January 3, 2019

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