Your Business Operating System - BQE Software€¦ · the ability to add company logo — Create...

PRODUCT INFORMATION

Your Business Operating System

Why choose BillQuick Legal?Winner of numerous awards and accolades, BillQuick Legal is the top choice for legal professionals looking to use an integrated solution for Time and Expense Tracking, Billing, Invoicing, Reporting and Accounting. It organizes your data and automates repetitive tasks so you can make more informed decisions faster. The powerful system is designed to help your firm increase performance, productivity and profitability.

More than just software, BillQuick Legal is your billing assistant, manager and accountant.

Over the last 20 years, BillQuick Legal has evolved from a simple time and billing solution to something much greater – a management tool that helps track your billable hours, create and send effective invoices, perform accurate reporting and much more. At the heart of BillQuick Legal lies a powerful engine that helps legal professionals all over the world run their practice more efficiently. It understands your needs and works hard to solve those pain points, allowing you to spend more time providing quality service to your clients instead of managing internal processes.

Welcome to BillQuick LegalThis is not your average time and billing software. Many attorneys and other legal professionals choose BillQuick Legal to streamline their day-to-day time tracking, matter management, billing and accounting tasks. It accurately tracks your time and doesn’t let billable hours slip through the cracks. Scalable for both small firms and large enterprises, BillQuick Legal manages your financial matters so you can focus on core areas of your practice.

BillQuick Legal | Power Up Your Practice | 1

Flexible time entry with the ability to track time in three ways: Simple Timecard, Sheet View and Timers

— Easily start and switch between multiple timers

— Built-in UTBMS “A” and “L” Codes to support LEDES electronic billing requirements

— Accessible via desktop, online and mobile devices

— Free native iPhone and Android apps for cloud-based time and expense tracking

Intuitive Time & Expense TrackingWe get it – time and expense tracking is not your favorite thing to do at the end of a long day or week. BillQuick Legal makes it easy for you by allowing you to auto-populate timesheets, run multiple timers concurrently, and record time and expenses from anywhere using our native mobile apps. Managing your billable hours and reimbursable expenses is no longer a chore.

AB

Matter ID Activity ID Description Sun Mon Tue Wed Thu Fri Sat (28) (29) (30) (31) (1) (2) (3)

4

2.5 2

0.5 0.4

2.5

0.2 0.4

6 5.75

1

5 3.5

6 2

0.75 0.5

LA: DANI AT:ANS Draft Answer to Complaint

LA: MESS AT:CA Court Appearance

LC: BUR AT:COS Prepare and Mail Service Copies

LC: GAV AT:AR Obtained Accident Report

LC: BRO AT:CC Conference With Client

LC: AA GEN:CR Clerical Work

LC: EVER AT:COS Review Correspondence From

LC: CAL AT:ARB Arbitration

LD: POW AT:CA Court Appearance


Total

4.00

4.50

0.90

2.50

0.60

11.75

1.00

8.50

8.00

1.25

0.00

0.00 8.45 9.40 10.00 7.15 8.00 0.00 43.00

Court hearing on Feb. 5. Next date is May 20.

Help Print

Employee:Employee

Add Memo to Project Notes

Show Memo on Invoices

CJ

Auto Select View Tools Submit Approve Save Refresh Prev Next

View By: Period Including:5/10/2016

Attachments

Memo

AB

Matter ID Activity ID Description Sun Mon Tue Wed Thu Fri Sat (28) (29) (30) (31) (1) (2) (3)

4

2.5 2

0.5 0.4

2.5

0.2 0.4

6 5.75

1

5 3.5

6 2

0.75 0.5

LA: DANI AT:ANS Draft Answer to Complaint

LA: MESS AT:CA Court Appearance


LC: GAV AT:AR Obtained Accident Report

LC: BRO AT:CC Conference With Client

LC: AA GEN:CR Clerical Work

LC: EVER AT:COS Review Correspondence From

LC: CAL AT:ARB Arbitration

LD: POW AT:CA Court Appearance


Total

4.00

4.50

0.90

2.50

0.60

11.75

1.00

8.50

8.00

1.25

0.00

0.00 8.45 9.40 10.00 7.15 8.00 0.00 43.00

Court hearing on Feb. 5. Next date is May 20.

Help Print

Employee:Employee

Add Memo to Project Notes

Show Memo on Invoices

CJ

Auto Select View Tools Submit Approve Save Refresh Prev Next

View By: Period Including:5/10/2016

Attachments

Memo

2 | www.bqe.com | [email protected]

Intuitive Time & Expense Tracking | Simplified Billing and Accounts Receivable

Process multiple invoices by client, project, manager, contract type and by whatever billing period you want on the Billing Review screen

— Over 100 professional and customizable invoice templates with the ability to add company logo

— Create many invoice types: retainer, recurring, fixed, hourly and more

— Attach and submit back-up for time and expense charges with invoices

— Send multiple invoices in a single email

— Process invoices in LEDES format for electronic submission to third party administrators

Simplified Billing and Accounts ReceivableBilling with BillQuick Legal is everything you imagined it would be – simple and sophisticated. It is designed to cut your billing time in half, saving you countless hours creating and sending accurate invoices. Just set your billing rules and frequency to enjoy all the benefits of automatic billing. Now sit back, relax and watch as your cash flow improves.


Powerful ReportingA business has many moving parts and reports help us make sense of its financial and operating data. BillQuick Legal has extensive reporting capabilities that expose critical information about your firm’s health, and transcribe statistical data into actionable insights for partners and staff. It has the ability to report on client, matter and timekeeper levels for productivity and profitability analysis. You will be amazed at how easy it is to generate and share reports using the Report Center in BillQuick Legal!


Powerful Reporting | Anytime, Anywhere, Any Device

Over 500 standard reports that are fully customizable using Crystal Reports

— Select any report, apply filters, instantly preview and view related reports in the Report Center

— Schedule reports for automatic delivery using BillQuick Agent

— Create memorized reports and tag any report as your favorite

Retainer Summary by Client

Page 1 of 1

Printed on: 1/26/2016

Hendricks & Associates2601 Airport Drive, Suite 380

Los Angeles, CA 90505

Tel: (310) 555-1212 Fax: (310) 555-2121

Hide Zero Balances

Client ID - Company BalanceRetainers UsedRetainers PaidClient Name

$100.00 $0.00 $100.00 BA - Bennett Atty at Law Lee Bennett

$80.00 $0.00 $80.00 BCL - Black Co. Darrell Black

$2,000.00 $250.00 $1,750.00 BT - Baxter Trucking Mary Baxter

$1,253.50 $0.00 $1,253.50 CP - Chandler Publishing Tony Chandler

$1,826.26 $0.00 $1,826.26 DC - Design Computers Millie Krueger

$580.00 $0.00 $580.00 DF - Davis Financial Byron Davis

$1,500.00 $0.00 $1,500.00 EE - England Electric Marnie Otto

$70.00 $0.00 $70.00 GI - Gold Inc. Ann Gold

$1,000.00 $0.00 $1,000.00 HF - Holloway Fields Andrew Fields

$432.50 $0.00 $432.50 JA - Law Office of J. Andrews Julie Andrews

$75.00 $0.00 $75.00 JB - James Brown Productions James Brown

$600.00 $0.00 $600.00 JJA - Joy James, DDS Joy James

$2,296.50 $0.00 $2,296.50 LC - Charter Publishing Leslie Charteris

$750.00 $0.00 $750.00 LT - Laurie Travis, DDS Laurie Travis

$700.00 $0.00 $700.00 MD - Miranda Dance Studio Carmen Miranda

$4,295.00 $0.00 $4,295.00 MOL Mitch Oliver

$500.00 $0.00 $500.00 PG - Parker Group Patricia Altman

$200.00 $0.00 $200.00 RD Rodney Dangerfield

$52,000.00 $0.00 $52,000.00 RG Ralph Gillespie

$720.00 $0.00 $720.00 RS - Robey Sales Susan Robey

$5,000.00 $0.00 $5,000.00 SP - Power Construction Stefanie Powers

$1,550.00 $0.00 $1,550.00 SW Sam Woods

$1,500.00 $0.00 $1,500.00 TC - Town and Country Real Estate Dolores Charles

$1,550.00 $0.00 $1,550.00 USS - US Supply Diane Domingo

$80,328.76 $250.00 $80,578.76 Grand Totals:

BillQuick Standard Report Copyright © 2016 BQE Software, Inc.

Profit by Employee - Billable Summary


Page 1 of 1



Tel: (310) 555-1212 Fax: (310) 555-2121

Filters Used:

- Employee ID: Selected Items (14)

Cost Amount Bill Amount*Units Profit/LossEmployee ID - Name - Department %B-Hrs

126.60 $5,630.00 0.00 $6,330.00 $11,960.00 47BD - Bob Duncan- Marketing

34.85 $2,453.55 0.00 $1,986.45 $4,440.00 55BW - Bert Woolmer- Marketing

216.00 ($8,732.00) 16.00 $55,406.15 $46,674.15 -19CJ - Curtis James- Legal

32.40 $420.00 0.00 $2,020.00 $2,440.00 17MK - Mark Kerns- Information Technology

113.00 ($2,000.00) 3.00 $28,448.11 $26,448.11 -8SL - Sally Lawrence- Legal

50.80 $7,750.00 0.00 $6,150.00 $13,900.00 56WB - Walter Birch- Administration

573.65 $5,521.55 19.00 $100,340.71 $105,862.26 5Grand Totals:

BillQuick Standard Report Copyright © 2016 BQE Software, Inc. *Bill Amount = B-Hours x Bill Rate x WUD or Units x Cost Rate x MU for

all billable entries. Marked Billed entries always = 0


Page 1 of 1

Aging As Of - 90 DaysHendricks & Associates2601 Airport Drive, Suite 380


Tel: (310) 555-1212 Fax: (310) 555-2121

Filters Used:

- Client ID: Selected Items (5)

Barlett Company (AB) - Anne Bartlett @ 626-564-8771

Bartlett (LF:BAR) - Managed by (SL)

61 To 9031 To 60 >> 90 BalanceInvoice Num Date Bill Amt Paid Current

33 $3,298.75 $1,965.75 -- -- -- $1,333.00 $1,965.75 4/25/2015

$1,965.75 $1,965.75 $0.00 $0.00 $0.00 Matter (LF:BAR) Balance

$1,965.75$1,965.75$0.00$0.00$0.00Client (AB) Balance

Ace Beauty Supply (ABS) - Natasha Coburn @ 310-355-6615

Ace Beauty Suit (LS:ACE) - Managed by (SL)


04-1051 $1,600.00 $750.00 -- -- -- $850.00 $750.00 8/15/2015

04-1093 $50.00 $50.00 -- -- -- -- $50.00 7/12/2015

177 $177.00 $2.00 -- -- -- $175.00 $2.00 4/29/2015

$802.00 $802.00 $0.00 $0.00 $0.00 Matter (LS:ACE) Balance

$802.00$802.00$0.00$0.00$0.00Client (ABS) Balance

Black Co. (BCL) - Darrell Black @ 310-821-0901

Black, Darrell (LC:BLACK) - Managed by (SL)


04-1030 $465.00 $465.00 -- -- -- -- $465.00 5/20/2015

166 $15.00 $15.00 -- -- -- -- $15.00 4/15/2015

$480.00 $480.00 $0.00 $0.00 $0.00 Matter (LC:BLACK) Balance

$480.00$480.00$0.00$0.00$0.00Client (BCL) Balance

Burton Financial (BF) - Barbara Burton @ 310-355-6494

Burton Financial (LC:BUR) - Managed by (CJ)


04-1004 $75.00 $75.00 -- -- -- -- $75.00 5/14/2015

$75.00 $75.00 $0.00 $0.00 $0.00 Matter (LC:BUR) Balance

$75.00$75.00$0.00$0.00$0.00Client (BF) Balance

$0.00$0.00$0.00 $3,322.75 $3,322.75Grand Total:

BillQuick Standard Report Copyright © 2016 BQE Software, Inc.

Profit by Employee - Billable Summary


Page 1 of 1



Tel: (310) 555-1212 Fax: (310) 555-2121

Filters Used:

- Employee ID: Selected Items (14)

Cost Amount Bill Amount*Units Profit/LossEmployee ID - Name - Department %B-Hrs

126.60 $5,630.00 0.00 $6,330.00 $11,960.00 47BD - Bob Duncan- Marketing

34.85 $2,453.55 0.00 $1,986.45 $4,440.00 55BW - Bert Woolmer- Marketing

216.00 ($8,732.00) 16.00 $55,406.15 $46,674.15 -19CJ - Curtis James- Legal

32.40 $420.00 0.00 $2,020.00 $2,440.00 17MK - Mark Kerns- Information Technology

113.00 ($2,000.00) 3.00 $28,448.11 $26,448.11 -8SL - Sally Lawrence- Legal

50.80 $7,750.00 0.00 $6,150.00 $13,900.00 56WB - Walter Birch- Administration

573.65 $5,521.55 19.00 $100,340.71 $105,862.26 5Grand Totals:

BillQuick Standard Report Copyright © 2016 BQE Software, Inc. *Bill Amount = B-Hours x Bill Rate x WUD or Units x Cost Rate x MU for

all billable entries. Marked Billed entries always = 0


Anytime, Anywhere, Any DeviceBillQuick Legal is available across all major platforms so you can enjoy the freedom and flexibility to run a successful law firm anywhere in the world.


BillQuick Legal is scalable for all law firm sizes with Basic, Pro and Enterprise editions. It has real-time integration with QuickBooks Desktop and Online editions, and runs on a state-of-the-art database technology using MS Access, SQL Express and SQL.

Key Benefits

Feature Benefit

General

— Desktop, self-hosting and online versions— Free native iPhone and Android apps for cloud-based time tracking— Integrated document management supports a folder structure you define— Robust security for role-based profiles and restrictions on Client, Matter and

Employee levels

Workflow Automation

— Powerful multi-level submittal/approval for time, expenses and invoices— Automate report delivery and schedule daily, hourly or weekly email notifications for

missing time— Display and customize Key Performance Indicators to display on your Dashboard— Create alerts and due dates for a wide range of tasks— Manage resources by case with tools for allocation by activity— Budgeting for management of third party billing or task-based billing

Time and Expense

— Flexible time entry provides the ability to track time in three ways: Sheet View, Simple Timecard and Timer

— Built-in UTBMS “A” and “L” Codes to support LEDES electronic billing requirements— Detachable Timer Control designed to take minimum real estate on your screen— Easily start and switch between multiple timers— Record expenses and attach receipts for management approval and employee

reimbursement

Key Benefits


Feature Benefit

Employee Compensation Tracking

— Powerful Overtime Calculator to automatically identify and mark eligible time as overtime for PTO management

— Effortlessly track overtime, compensation time and paid time off— Intelligent time cards built to minimize data entry

Reporting

— Select any report, apply filters, instantly preview and view related reports in the Report Center

— Over 100 standard reports that are fully customizable using Crystal Reports— Memorize reports— Create personal report groups— Email reports in PDF, Excel or Word format

Billing

— Make informed decisions based on the information in the Collection Center—payment history, key historical data and account notes

— 100 professional and customizable invoice templates with the ability to add a company logo

— Email invoices in PDF, Excel or Word format— Process invoices in LEDES format for electronic submission to third party

administrators

Accounting

— Profit and Loss, Balance Sheets, Cash and Accrual reporting with comparison data— Track multiple entities in one accounting file via Classes— General Ledger and General Journal Entries— Process credit cards payments— Simple bank reconciliation— Customizable Chart of Accounts with sub-accounts— Check writing, bank register and trial balances


BillQuick Add-Ons

Expand the capabilities of BillQuick with these powerful add-ons.

BillQuick Add-Ons

BillQuick Agent BillQuick Outlook Add-in BillQuick Mobile App

BillQuick Agent is a powerful workflow automation tool that reduces overhead by scheduling reports for automatic delivery, setting file alerts and monitoring timekeeper performance to account for time not entered and missing time. It allows you to stay informed about your practice without manually running reports.

BillQuick Outlook Add-in converts your Outlook appointments, tasks and emails into time entries in BillQuick without you ever having to leave the email application. The Add-in simply eliminates re-entering hours into BillQuick and efficiently completes the time entry process. Now, you can get paid for the hours you spend reading email.

The new BillQuick Mobile App lets you easily add expenses, quickly track time and seamlessly sync that information with your BillQuick Online or Web Suite account—all from the convenience of your phone. BillQuick Mobile app is available for the Apple® iPhone®, iPad®, iPod® Touch and devices running the Android operating system.

About BQE SoftwareBQE Software develops innovative practice management software for professional services firms. Its products, including BQE BillQuick Legal®, BQE ArchiOffice® and BQE EngineerOffice®, simplify the way firms enter and use information for time tracking, billing, project management and accounting. This allows them to make informed decisions faster, improve productivity and increase performance. With more than 400,000 users worldwide, BQE software is trusted by leading attorneys, accountants, architects, engineers, IT specialists and business consultants.

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For more information, visit www.bqe.com or call (866) 945-1595.

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©2017 BQE Software Inc. All rights reserved. BQE, BQE logo and BillQuick Legal logo are registered trademarks and/or registered service marks of BQE Software Inc. in the United States and other countries. Other parties’ trademarks or service marks are the property of their respective owners.

North & South America3825 Del Amo Boulevard, Torrance, CA 90503 United States of America

Tel: (866) 945-1595 (toll-free) +1 (310) 602-4010

Email: [email protected] [email protected]

World Headquarters Regional Offices

Australia, New Zealand & AsiaLevel 40 North Point Towers, 100 Miller Street, North Sydney NSW 2060 Australia

Tel: 1300 245 566 (toll-free) +61 (02) 9657 1355


Europe, Middle East & AfricaTel: +44 20 3318 8111


Your Business Operating System - BQE Software€¦ · the ability to add company logo — Create...

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