Our law firm does a lot of real estate transactions, and we bill the closing agent one time so they know how to prepare the closing statement for their client. However, the transaction may take several weeks or even months before it closes. We will never send them a statement.
For this reason, I set up a category in our system and named it "Timed Billing". These are the matters that will get a statement if the bill is unpaid. Currently, when I create statements for a particular attorney, every single client/matter populates and I have to sort through them to make sure they're in "Timed Billing" and not a one-time billing real estate transaction.
It would be extremely helpful if I'm able to choose a "Category" when I Create Statements.
I hope this makes sense to you. Feel free to call me. 580-256-5517
How often would you use this request?
Every time I create statements for each attorney.