 |
Detailed eQuinox
Features |
Billing
Your
cash flow begins here. The
single most time intensive
administrative process in your
firm is the creation of bills.
It is therefore important that
the software you choose to
support billing in your firm is
as flexible and efficient as
possible.
- Creation
of many thousands of fee bills
in minutes or single fee bills
in seconds
- Create
100% of your bills in final
format using flexible
formatting and electronic
billing facilitated by the
powerful XML EQX Billing
engine
- Automatic
selection of some or all time
and disbursements based on
predetermined filters
- Task
based billing using UTBMS or
user defined task templates
(LEDES Billing)
- Send
bills to the client, multiple
parties or someone other than
the client easily and quickly
- Alternate
billing rates for time and
disbursements
- Flat
fee billing or flat total
billing options
- Edit,
transfer, write up/down of
time and disbursements at
billing time
- Creation
of new time and disbursement
entries at billing time
- Print
or reprint bills at any point
in time
- Automatically
distribute billings to lawyers
based on predefined criteria
- Automatically
transfer funds from retainer
trust accounts
- Bill
reversal returns all details
to the matter
- Need
to get 18,000 prebills out in
less than an hour? eQ
Billing does it!
Time Capture
Effective
and efficient time capture can
net your firm as much as 25%
more work in progress. That's
why we created two billing
interfaces -- one for the time
conscious professional and one
for the busy legal assistant.
- Keyboard
or mouse navigation for fast,
efficient entry
- Automatic
selection of matter and
timekeeper rates using the
eQuinox Time Capture rate
selection system
- Automatic
validation of tasks for UTBMS
task billing matters (LEDES)
- Capture
of time for matters that have
not yet been opened
- Secure
access to statistics for
professionals
- Custom
verbiage expansion codes for
each timekeeper
- Entry
of up to 2000 characters of
time description
- Selective
posting of time entries to
allow immediate billing of
time entries
- Query
of time entries for as long as
you have been using eQuinox
- Drill
down to transactions affecting
each time entry including
writeups, writedowns,
transfers, billings,
unbillings and rate
recalculation
- Selective
historical recalculation of
rates for unbilled time
entries
- Multiple
running timers on eQuinox Time
Capture Professional
- Compatible
with these third party
products TimeKM, Amicus, Carpe
Diem and others
Accounts
Receivable
Bring
your cash home sooner with
eQuinox Accounts Receivable. All
accounts receivable statistics
for clients, matters, billing
parties and timekeepers are
right up to the second accurate
and are always fully
synchronized with the eQuinox
General Ledger. eQuinox Accounts
Receivable features:
- Easy
look up of up-to-the second
on-line statistics complete
with drill-down to details
- On-line
tickler system for centralized
or decentralized management of
receivables
- Management
reports that slice and dice
the receivables information
the way you need it -- with
flexible aging pockets -- run
by accounting period or
transaction date as at any
point in history!
- Easy
transfer of cash from eQ Trust
Management to the firm bank
- Can't
find the account to which to
apply the indeciperable
cheque? Look it up by client,
billing party, matter name --
even by total outstanding.
- One
step reversals -- Whether you
want to reverse a single
accounts receivable
transaction or a bill with
numerous applied transactions,
eQ Accounts Receivable
completes the work in one
simple step.
- Reminder
statements formats are user
definable using the powerful
XML formatting capability and
can be created by Client,
Matter, Major Client and
Billing Party
Trust
Managment
eQuinox
Trust Management safeguards your
clients' funds and is consistent
with stringent Canadian Law
Society trust fund management
requirements. eQuinox provides
the ability to manage funds
efficiently and effectively.
- Multiple
trust banks per matter
- Invested
trust management complete with
rollover tickler system
- Automatic
hold of trust funds received
by cheque to avoid overdraft
of trust funds
- Easy
on-line access to all trust
transactions by matter and by
client
- User
definable format of trust
cheques
- Creation
of deposit slips for trust
deposits
- One
step cheque creation and firm
receipt for trust transfer