Client-specific billing item generation

[BrandonK6644]

For law firms, it would be extremely useful if nearly everything could be client specific. Client-specific billing item templates would be an absolute game changer. We have a variety of billing item templates because our clients have different flat fees for the same task. For example, we might invoice Client A $10 for a response to non-final while we invoice Client B $20 for the same task.

It is currently not possible to set an option in the billing item template to restrict billing item generation based on the template to matters for a particular client. What would be preferred is that I could create a billing item template for a task, associate that task with a particular client, and when the task is closed in the matter a billing item will be generated based on the ONLY IF the matter is for the particular client.
Here is an example: when a "Respond to Non-Final Office Action - 3 Month Deadline" task is completed in a matter for Client A, I want a single billing item created based on a $10 billing item template that is associated only with Client A. No other billing items would be created. When the same task is completed in another matter – a matter for Client B – I want a single billing item created based on a $20 billing item template associated with Client B. Again, no other billing item would be created.

If this were an issue for one or two tasks or one or two clients, I wouldn’t bother asking. But Appcoll should be able to grow with our firm. We have many clients and many tasks. We want as seamless a process as possible. Other platforms provide client-specific billing item generation (or, in their lingo ‘pre-bill’). It is a necessity for our firm to find a solution to this problem because we spend an unacceptable amount of time creating invoices from billing items that were generated but aren’t actually correct for that matter. Instead, with client-specific billing item generation, we could reduce our time and risk for manual error dramatically.

[gregg_appcoll]

This is a good suggestion and one we will pass on to our engineers for their consideration. Thank you.