Docketwise

Share invoices for services and expenses with your clients.

Billing Clients on Docketwise

Customize your firm's default invoice settings

Default Invoice Settings

Reflect any refunded payments made on invoices

Refunding Payments on Bills

See how to easily create an invoice in Docketwise

Creating an Invoice

Easily create and add saved charges for commonly-used flat rate charges

Saved Charges for Invoices

Automatically apply late fees to late invoices

Automatic Late Fees on Invoices

Prevent staff on your account from viewing or editing invoices

Restrict Invoice Access

Easily keep track of invoices on payment plans and any overdue balances

Reporting on Delinquent Payment Plans

Easily send and download invoices in bulk on Docketwise!

Bulk-Sharing and Bulk-Downloading Invoices

Request trust funds from your clients with Docketwise invoices

Trust Requests in Docketwise

See how to easily create a trust request in Docketwise

Creating a Trust Request

Reflect offline payments to third parties from your Trust Accounts in Docketwise

Disbursing Funds from a Trust Account

Keep track of trust requests, trust transfers, disbursements and balances.

Review your Trust Account Balances and Transactions

Learn how to track your time spent working on clients' cases

Creating a Time Entry

Track your time and send invoices to your clients

Time Tracking

Learn how to bill your clients based on time

Billing by Time

See how easy it is to send invoices to clients for them to pay through Docketwise using the LawPay integration

Sending an Invoice for a Client to Pay

Find out how you can send an invoice to a matter's secondary contact using Docketwise

Sending an Invoice to a Different Contact

See how to easily record a direct payment for a client's invoice

Recording a Direct Payment

See how to pay an invoice with a credit card using the LawPay Integration

Paying an Invoice with a Credit Card

See how to apply funds from your client's trust account to a bill

Paying an Invoice with a Trust Transfer

Associate your invoice payments to specific invoice charges

Associating Payments to Specific Invoice Charges

Edit payments towards bills and trust requests

Edit Payments on Invoices

Charge your clients' credit cards on recurring payment plans

Payment Plans with LawPay

See how your clients will see and pay invoices through Docketwise

Client Experience for Paying Invoices

Jeremy Peskin

Chris Williams

Invoicing and Trust Accounting

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