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The default law firm profile is initially created during the eBillingHub configuration setup process and is used by eBillingHub to populate firm-related fields in invoice files. Use this screen to edit the default law firm profile, or to configure/edit alternate profiles for your firm's other office locations.
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Users must have the Administrator access role to configure or edit a law firm profile. By default, the primary billing contact specified during the initial eBillingHub implementation process has the Administrator access role. Administrators can assign other users this role using the Manage Users screen.
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To edit the law firm profile, follow these steps:
1. Select Configure the eBillingHub from the Configuration menu.
2. Click the Law Firm Profile option from the Configure Profiles tab to display the Law Firm Profile screen.
3. Select the law firm location from the list box. In most cases, only one location (default) is configured. (Click here for instructions on configuring a profile for a different location.)
4. Edit the desired law firm information. The following table lists the profile form fields:
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Form Field
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Description
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Firm Name:
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The name of your law firm as it appears on invoices
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Tax ID:
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A unique number that identifies your law firm's company for tax purposes
Note: eBillingHub uses the Tax ID as the default for the Law Firm Id. If an eBilling vendor's site uses the Tax Id to identify the law firm, it should match how it is entered here, including any dashes.
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Address:
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The street or P.O. Box, city, state, zip code and country
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Email:
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The firm's email address
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Phone:
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The phone number used to contact the firm (toll-free number or toll line)
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Fax:
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The law firm's fax number
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First Name:
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The first name of a contact at the law firm who handles eBilling
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Last Name:
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The last name of the contact whose first name appears in the First Name field
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Timekeeper ID:
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The contact's timekeeper identification number, 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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Phone:
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The phone number for the specified contact
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Email:
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The email address of the specified contact
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Fax:
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The fax number for the specified contact
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5. Click Submit to save the law firm profile.
Related Topics
.png) Configuring Alternate Firm Location Profiles
Configuring Your User Profile
Managing User Accounts
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