Billing Settings in Lawcus let you configure key billing preferences, including time tracking, expenses, taxes, invoice templates, billing rates, and invoice approvals. Use the dedicated sections below to learn what each setting controls and access detailed configuration guidance.
How to Access Billing Settings
Follow these steps to access your Billing Settings:
Click your
Avatarin the top-right corner.Select
Settings.From the left navigation panel, click
Billing Settings.
You will find several configuration options within Billing Settings. Each option is explained below.
1. Activity Settings
Activity Settings allow you to configure how time and expense entries are managed within Lawcus. From this section, you can:
Configure time rounding for time entries.
Require a Matter when creating activities.
Make activity descriptions mandatory.
Configure expense settings, including differentiating between
Soft CostsandHard Costs.
Learn how to configure these options in Activity Settings in Lawcus.
2. UTBMS Codes
UTBMS (Uniform Task-Based Management System) Codes are standardized billing codes used to categorize legal services on invoices. Lawcus provides built-in UTBMS codes to help firms maintain consistent billing practices.
Learn more about using UTBMS Codes in UTBMS Codes in Lawcus.
3. Tax Settings
Tax Settings allow you to create and manage taxes that can be applied to invoices. You can configure primary and secondary taxes, set tax percentages, and define required tax settings.
For detailed instructions, see How to configure Tax Settings in Lawcus.
4. Invoice Templates
Invoice Templates allow you to customize the appearance of your firm's invoices to match your branding.
You can customize:
Invoice layout
Colors and theme
Payment terms
Tax rates
Template names for easy identification
Learn how to customize your invoices in Invoice Templates in Lawcus.
5. Custom Hourly Rates
Custom Hourly Rates let you define billing rates for your firm, specific Matters, or individual users. You can also create reusable rate templates to simplify billing.
To learn how to create and manage billing rates, see How to configure Custom Hourly Rates in Lawcus.
6. Invoice Workflow
The Invoice Workflow feature allows administrators to control how invoices are reviewed and approved before they are sent to clients.
Using Invoice Workflow, you can:
Prevent timekeepers from sending invoices directly to clients.
Require approval before invoices are sent.
Customize your firm's invoice approval process.
Learn how to configure invoice approvals in Invoice Approval in Lawcus.
Summary
Billing Settings give you control over the key settings that shape your firm’s billing workflow. Review each section to ensure your time tracking, expenses, taxes, billing rates, invoices, and approval processes are configured to meet your firm’s requirements.