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Invoices

Billing Guidelines Acknowledgment

Billing Guidelines Acknowledgment lets customers require active law firms to acknowledge billing guidelines before invoice activity continues.
Billing Guidelines Acknowledgment gives legal teams a structured way to communicate billing expectations, track firm acknowledgment, and enforce compliance before invoices are posted.
When a customer uploads billing guidelines, every firm marked as active at that time needs to acknowledge them. This applies to all active firms. It isn't optional.
Firms still need to acknowledge the billing guidelines. That's true even if they don't get an email. If email notifications aren't turned on, an open task will still appear on their Legal Tracker dashboard.

Customer setup

  1. Go to
    Settings
    Support Files and Options
    Upload file
    .
  2. Select the
    Does this file pertain to billing guidelines?
    checkbox.
  3. Complete the fields in the
    Billing guidelines
     section.
  4. Mandatory acknowledgment:
     All active firms at upload must acknowledge billing guidelines, regardless of email notification. This platform-level requirement is not optional.
  5. Optional: Turn on the
    Enable notifications
     to send email notifications to selected firms.
  6. Optional: Turn on the setting to hold invoices from posting until the billing guidelines are acknowledged.

Email notifications

Email notifications are optional and are supplemental only. Firms must acknowledge billing guidelines regardless of whether an email is sent.
If notifications are enabled, customers must select which firms receive the email. No firms are pre-selected by default.
To choose firms, select
Manage firm list
, then use quick filters or make the selection to select the firms that should receive the notification.

Email recipient role

For each selected firm, the email is sent to one designated role. Eligible roles are:
  • Firm Office Admin
  • Firm User Plus Billing
  • Firm Admin
  • Third-Party Biller
important
If multiple people at a firm are assigned to the selected role, all users in that role receive the email. However, only one acknowledgment is required per firm.

Tracking acknowledgments

Customers can monitor firm acknowledgment status by selecting
Track acknowledgements
. From this view, customers can also send reminder emails to selected firms.

Invoice posting hold

Customers can choose to prevent firms from posting invoices until billing guidelines are acknowledged. When this setting is enabled, invoice submission is unavailable for firms that haven’t completed acknowledgment.
After one authorized user at the firm acknowledges the billing guidelines, invoice activity resumes as normal.

Firm experience

An open task will appear on the firm's Legal Tracker dashboard. It'll ask them to acknowledge the customer's billing guidelines. If email notifications are turned on, users in the selected firm role may get an email, too.
Only one acknowledgment is required per firm. After one user completes the acknowledgment, the task is resolved for the firm.
  • All active firms are required to acknowledge billing guidelines after upload.
  • Email notifications are optional and don’t control whether acknowledgment is required.
  • No firms are pre-selected for email notification.
  • Email is sent to users assigned to the selected firm role.
  • Only one acknowledgment is required per firm.
  • Customers can track acknowledgments and send reminders.
  • Customers can block invoice posting until acknowledgment is complete.

This article applies to:

  • Product: Legal Tracker
  • Subject: Invoices
  • Audiences: Company