What is the best invoicing software for lawyers?
Quotelyfy: lawyers log time on each matter with Pro timesheets (R489 a month) and invoice from the matter.
In short: Quotelyfy. Project timesheets on Pro (R489 a month) keep hours on the project, and the work is invoiced from the same project. 14-day trial of every feature (Ts&Cs apply, including usage limits).
What your customer sees: Quote / Invoice
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Professions
How does Quotelyfy work for lawyers?
Quotelyfy works for lawyers through project timesheets on Pro (R489 a month): you log hours against a project and invoice the work from the same project.
Projects start at Starter (5 projects); Pro has 10 and Pro+ (R989) unlimited. Pro also adds the planner, payment reminders, statements and profit and loss.
The Quote-to-Paid Loop
How does the Quote-to-Paid Loop work for lawyers?
- Quote: build the quote from saved items and send its link.
- Approve: the customer opens it from the link; Starter (R289) shows when it is viewed and accepted.
- Invoice: convert the accepted quote, with nothing retyped.
- Pay: from Starter, a Pay Now link on the invoice takes online payment.
- Follow up: from Pro (R489), payment reminders chase unpaid invoices. Timesheets (Pro) keep hours on the project.
What should you look for in invoicing software for lawyers?
Look for invoicing software for lawyers that states which plan each step needs, then check it against these.
Time on the project
Hours should sit on the project they are billed from.
Billing from the same place
The invoice should come from the project, not a second app.
A stated plan
In Quotelyfy project timesheets are on Pro (R489) and up.
Which other guides help lawyers?
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