Using the Client Billing Code to trace costs and track orders.
The Client Billing Code is a field on the filing workflow that allows users to associate transactions with a certain client. You can enter whatever terms or descriptors your firm uses internally to differentiate client cases.
Especially useful for your firm's accounting purposes, this feature also helps you strategically view orders within your One Legal account.
This code will show up on your invoice from One Legal and you can filter invoices by specific codes in the Billing Center.
You can also sort transactions on the Orders screen to view all order statuses associated with that client code.
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