6 articles
Overview Where there is a special rate agreement with the client, Billing Rates can be assigned to specific Clients or Matters. Client Rates To assign a rate set at client level, this can o...
Overview The Invoice Approval workflow controls how invoices are reviewed and approved before finalisation in Efimis. Workflow can be set at the Firm level, applying to all matters by default. ...
Overview This guide explains how to configure your firm's billing defaults in the system. These settings govern key billing behaviours such as invoice terms, unit measurements, warning thresh...
Overview Billing Rates define how time and work are charged to clients within the system. Rates can be applied at multiple levels, allowing firms to bill based on: Employee seniority Client ag...
Overview Billing Grades standardise how work is billed across your firm based on seniority, expertise, or billing level, rather than individual staff members alone. They help ensure: Consisten...
Overview Fee Earner Targets/budgets can be set which can be used on KPI Dashboards to compare against the actual figure or for reporting. There are three types of Fee Targets. Billing, Collected...