Legal Billing Feature List

The following is by no means a complete list of all the features contained in The Tussman Program. If you have specific requirements that must be met, please feel free to contact us with your questions.

  • Unlimited number of clients
  • Each client can have unlimited number of matters
  • Up to 16 characters, alpha or numeric, for client and matter ID’s
  • Unlimited free form notes for each client and matter
  • Separate bill address for each matter, if necessary
  • Maintains contact list of persons related to each matter
  • Generates client and matter lists and labels
  • Exports client and matter information to Excel file
  • Perform conflict checks
  • Send an email mesasge to a client with the click of a mouse
  • Categorize clients and matters by originating and responsible staff, type of case, referral source, department, location, etc.
  • Hourly rate, flat fee, nonbillable, administrative and pro bono fee arrangements
  • Assign clients and matters to inactive or collection status
  • Automatically split charges between up to twenty different matters
  • Automatically generate a copy of a bill for a second party
  • Create up to 90 billing rate schedules
  • Place billing holds on entire case or on fees or costs only
  • Give automatic percentage discounts
  • Automatically add percentage markup as tax or administrative overhead charge
  • Place ceiling on amount of fees to be charged
  • Maintains retainer and/or trust accounts for each matter
  • Automatically apply funds from retainer account against a client’s bill and request replenishment when balance falls below specified level
  • Set threshhold so bill is not generated until charges hit a specified amount
  • Charge interest or fixed late charge on past due amounts
  • Create installment payment plans
  • Extend prompt payment discount
  • Create up to 10 different bill formats
  • Create list of cost codes with default unit charge amounts
  • Create list of activity and shorthand codes for use as abbreviations when typing
  • Pre-loaded with complete set of Uniform Task Based Billing Codes for use with LEDES or other electronic billing formats
  • Time can be entered as billable, nonbillable or administrative
  • Entry screen includes a timer function
  • Both billable and nonbillable costs can be recorded
  • Flat fee charges can be billed either in addition to or in place of the actual time recorded on each matter
  • A minimum retainer fee can be billed and time recorded is then applied against that fee until it is exhausted
  • Recurring flat fee charges can be recorded to bill a regular fixed amount
  • Charges can be written up or down either individually or as a group.  Productivity reports track writedowns by matter and staff member
  • Built-in spell check function
  • Bill any file at any time either as a group or individually
  • Generate optional prebills for use as a draft bill
  • Once a bill has been generated it can be modified and reprinted as many times as necessary
  • Charges can be added, edited or deleted at any time before a bill is finalized
  • Individual charges can be placed on hold or suppressed from the bill
  • Extensive formatting options control every aspect of the wording, layout and level of detail of the bill
  • Clients with multiple matters can have separate bills for each matter or a consolidated bill with or without a separate summary
  • Charges can be itemized or you can combine the text from all the charges into a single narrative paragraph
  • An optional summary of the total fees billed by staff, task or activity code can be included
  • Separate sections on the bill detail the activity in each client’s trust and/or retainer account
  • Bills can include the balance forward, new charges, payments and credits, and current balance due or can show only the current charges
  • Cumulative case-to-date totals can be included at the end of each bill
  • Various messages, both one-time and recurring, can be added to each bill
  • Bills can be previewed on the screen or generated to text or pdf files
  • Separate reminder statements can be generated for clients with unpaid balances
  • A simple “finalizing” procedure marks the charges on each bill as having been billed
  • You can enter new charges even if you haven’t finalized the previous bill
  • An exact copy of any finalized bill can be generated at any time
  • All bills can be “unfinalized” if changes are required
  • Historical statements can be generated showing all activity to date on a file
  • A “master ledger” is maintained for each client and matter showing all activity to date
  • Account status screen for each client or matter shows current account balances and totals of all activity to date, with access to 23 additional screens of detailed account information
  • Emailing function automatically emails bills to selected clients
  • Bills can be generated in electronic formats required by LEDES, LitigationAdvisor, Tymetrix and others (additional cost for these modules)
  • Import charges from photocopy and other device metering systems including Equitrak and Copitrak (additional cost for these modules)
  • Import time records from Amicus and TimeMatters (additional cost for these modules)
  • Numerous management reports provide detailed status and history of your firm’s billings
  • Generate reports allocating income by staff member, originating or responsible attorney, area of law, referral source, or by user-defined formula
  • Productivity reports give detailed accounting of your firm’s performance based on over sixty different statistical items
  • Accounts receivable reports show aged outstanding balances as of any date
  • Periodic activity summary report shows the beginning and ending balances for your accounts receivable, work in progress, and retainer and trust accounts for any period of time, also showing a summary of all activity during that period
  • Generate most reports to a csv file which can be opened in Excel
  • Time-at-a-glance screen shows daily or monthly totals of hours worked, fees generated, or cash received.  Click on a day or month to display all activity for that day or month
  • Our Local Area Network module (additional cost) allows an unlimited number of users to access the program simultaneously on a local area network
  • Security function enables you to assign a user ID, password, and set of rights to each program user if you want to limit access to certain functions
  • Complete user manual with context sensitive help screens