Assignment: Time and Billing Exercise
One of the most frequent tasks you will have as a paralegal, apart from drafting legal documents for clients and court, is preparing cost tickets and bills-after all, that is how most firms make money and how your salary is paid! Every office has its own procedure for handling billing matters and many use a software program to prepare billing invoices for clients. In this exercise, you will use the billing features of one of two popular legal office management programs.
Part I
You are asked by the partner to produce a cost ticket in Clio for a pre-bill on the case based on the information below:
- Initial Consultation-Attorney 1 hour x $200/hour
- Client Interview-Paralegal 1 hour x $74/hour
- Document Preparation-Paralegal, 2 hours x $74/hour
Part II
Create a final bill for a matter in Clio using the following information:
- Initial consultation-Attorney 1 hour x $200/hour
- Client Interview-Paralegal 1 hour x $74/hour
- Document Preparation-Paralegal, 2 hours x $74/hour
How to create a new contact:
- Contacts 101 video
- How do I create a contact?
How to set up a new matter:
- Matters 101 video
- How do I create a new matter?
Billing and time keeping:
- Billing 101 video
- Activities 101 video
- How do I create a Time Entry?