Create professional financial documents, manage client billing, and track your firm's revenue with ease.
Where to find this: JuriCloud -> Bills & Invoices in the main navigation.
JuriCloud's billing system is designed to bridge the gap between legal work and financial recovery. Invoices can be generated directly from case activities, ensuring that every billable hour and expense is accounted for in a professional, ready-to-send format.
1. Creating a New Invoice
Generate detailed invoices by specifying the client, linking to a particular case, and adding professional line items for services or expenses.
CREATION INTERFACE
Create New Invoice
Back
Save Invoice
Invoice Details
DRAFT
INV-2024-001
Select Client
Select Case
Invoice Items
Add Item
Legal Consultation - Matter #402
250.00
2
$500.00
Subtotal:$500.00
Total:$500.00
Key Configuration Fields
Client SelectionLinks the invoice to a registered firm client for contact and tax details.
Case MetadataAssociates the bill with a specific matter to track revenue per case.
Line ItemsGranular breakdown of services provided, expenses, or hourly rates.
Tax & DiscountApply firm-wide or case-specific financial adjustments to the final total.
2. Managing Invoices
The management dashboard provides a centralized view of all financial documents, with real-time status tracking and advanced filtering capabilities.
MANAGEMENT DASHBOARD
Search invoices...
Filter
Export CSV
Invoice #
Client
Amount
Status
Due Date
Actions
INV-2024-001
Preetam Palankar
$500.00
DRAFT
2024-03-21
INV-2023-452
DeepMind Corp.
$1,250.00
PAID
2023-12-15
3. Detailed View & PDF
The detail view allows for a complete inspection of an invoice, its payment history, and provides the ability to generate a professional PDF for client distribution.
INVOICE INSPECTION
Invoice #INV-2024-001
DRAFT
Issued: 2024-02-21 Due Date: 2024-03-21
Download PDF
Invoice Number
INV-2024-001
Issue Date
February 21, 2024
Due Date
March 21, 2024
4. Editing & Updating Invoices
Existing invoices can be modified to update payment terms, add new line items, or adjust financial calculations such as taxes and discounts before finalization.
