Top Reasons to Upgrade to Lexis Back Office powered by
Billing Matters 9.0

Scalable, streamlined, robust

Lexis Back Office powered by Billing Matters 9.0 is the latest version of the Billing Matters billing and accounting software. The tools in Lexis Back Office powered by Billing Matters 9.0 are scalable, streamlined, intuitive, flexible and robust—and they come with an updated interface. Here are the top enhancements:

1. Five new user-defined record types enable you to track what interests your firm. For example, you can create an assets record type to manage your firm’s assets or a damages record type to collect and maintain information about damages collected, as well as those outstanding after you’ve won your case.

2. Extensive usability enhancements

• New task panel makes it easy to work with your records, navigate between record types and complete work more quickly.
• New wizards help you set up complex, powerful functions by walking you through basic setup: staff setup, user setup, security profile setup, class code setup, Quick Tab setup and record review.
• Five new default security profiles—administrator, billing administrator, general user, power user and temporary staff—are available on install, making it easier to put security and privacy in place for your firm’s data.
• Security profiles now have an “exceptions” tab available for more finely tuned control over access to your data.
• Ability to display multiple main toolbars simultaneously enables you to set up and then show both your matter management and billing toolbars at the same time.
• Improved Power Views
• Updated interface
• Ability to right-click to mark items as “done” from related records sublists makes it easier than ever to get a centralized view of where a case, matter or contact stands.

3. Capacity for up to 100 staff members applies to calendar, events and all forms (up from a previous maximum capacity of six).

4. Enhanced archiving process includes prompts about whether you wish to  archive any supporting date-related record types. This simplifies and centralizes administration of your records. Prompts warn you about incomplete items and allow you to opt them out of the archive or cancel the archive process altogether.

5. Better automation with enhanced Triggers enables field-level conditions to allow context-sensitive activities: When a field changes from blank, when field text is changed, or when a record is added, a field gets populated. For example, you can now automatically send a message to your file clerk to close a file if the “close file” date is completed. Or you can prompt your staff to begin your client intake process when a contact class code changes from “prospect” to “client.”

6. Auto-complete from the Contact and Matter Regarding line is now available for search, billing and reports to make it faster and easier to search and filter. Minimize mistakes and see the results you were looking for.

7. 1099 support for trust accounts and miscellaneous vendors

• Checks written from fund accounts are included on a vendor’s 1099 report. You must specify the fund account’s liability account on the Classify Accounts screen.
• Attach miscellaneous vendor disbursements to a “real” vendor. This allows you to print a 1099 for all the disbursements that may not have been originally planned to go over the IRS 1099 limit.

8. Billing enhancements

• When you create and deliver bills using the automatic e-mail function, the tool now has flexibility to look up e-mail addresses from contact or matter records. The e-mail memo message can now be customized, along with the ability to set a default classification code to help you easily find classification codes.
• AutoTXT expands to Quick Item entry and transaction records. Now when entering time or expenses using the Quick Item entry screen—or when entering transactions such as payments, credits or trust activity—you can use AutoTXT codes to make the process of entering time quick, consistent and accurate.
• You can streamline your prebills with more flexibility for printing. For example, exclude page breaks and create a bill from the Matter billing sub tab by tagging the specific time or expense entries and selecting Create Bill from the Matter toolbar, billing only the entries you have hand selected.

9. Reporting enhancements

• Trust reporting—In addition to the trust activity reports, you can now run trust reports with beginning and ending balances specific to date ranges. In this way, you can include detail activity or run a summary trust report with balances by matter for a specific trust account or for all trust accounts.
• Receipt allocation by fee allocation report—This report will allocate receipts based on the fee allocation method for the originating or responsible attorney on the matter’s billing preferences and allocate the remaining receipt based on the overall receipt allocation method. For example: X matter attributes 10% to the originating attorney and 20% to the responsible attorney. The firm allocates all other receipts by the working staff. If the matter was billed at $1,000, and $1,000 was received, $100 would be allocated to the originating attorney; $200 to the responsible attorney and the remaining amount to all of the billers who worked on this matter for this bill, prorated by fees billed.

10. Additional enhancements for the Enterprise Edition

• Archived records that can now be included on billing reports, such as: effective bill rates; productivity and profitability; recap of hours; staff overhead analysis; timesheet reports; and write-up/write-down reports
• New ascending/descending options and additional sorts for the receipt allocation reports

Increase your firm’s productivity and profitability with Lexis Back Office powered by Billing Matters 9.0.