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This help topic explains how to use the Advanced eBilling Editor to edit data for your law firm profile. This data was originally configured using the Law Firm Profile screen.
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To edit the data listed in the Firm Address area, use the Law Firm Profile screen. (You must have Administrator privileges to perform this edit.)
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Law Firm Data
Editable data in the Firm workspace includes:
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Law Firm Name:
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The name of your law firm
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Tax Id:
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A unique number that identifies your law firm's company for tax purposes
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Contact First Name:
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The first name of a contact at the law firm who handles eBilling
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Contact Last Name:
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The last name of the contact whose first name appears in the Contact First Name field
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Contact Id:
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The contact's timekeeper identification, which is an alphanumeric Id or the contact's initials depending on the format in your firm's Time and Billing system
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Contact Phone:
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The phone number of the contact whose name appears in the Contact First and Last Name fields
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Contact Email:
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The email address of the contact whose name appears in the Contact First and Last Name fields
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To edit data in the Firm workspace, follow these steps:
1. Click (or tab to) the data field you want to edit. (Double-clicking highlights all field text for editing.)
2. Edit the data by overwriting the existing text.
3. Continue updating additional invoice data (invoice information, matter details, timekeepers, fees, expenses, extended fields, adjustments) if desired. If you are finished making changes, click Save to display the following message:
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4. Click OK to close the message screen.
Related Topics
.png) Editing Invoice Information
.png) Editing Matter Details
Editing Timekeeper Data
Editing, Adding and Deleting Fees
Editing, Adding and Deleting Expenses
Editing Extended Fields
Editing, Adding and Deleting Matter Adjustments
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