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Firm billing and subscriptions

One invoice for your firm, not a separate bill per client workspace.

Clearer work, fewer loose ends

  • One invoice for your firm, not a separate bill per client workspace.
  • One consolidated monthly invoice to your firm for the client workspaces you manage.
  • Firm level payment methods and COUNT subscriptions.
  • A per client workspace subscription drawer from the clients list.

Firm billing and subscriptions

Step 1

One invoice for your firm, not a separate bill per client workspace

One consolidated monthly invoice to your firm for the client workspaces you manage, with firm level payment methods and COUNT subscriptions, with a per client workspace subscription drawer from the clients list.

Back to Practice Manager
  • Time tracking

    A timer, a timesheet, and a billable flag.

    Read more

See firm billing and subscriptions on your own data