MaxBilling 2.3 by TSD
TSD’s MaxBilling automates the billing process and streamlines the invoice-to-cash cycle.
Automate your billing process with MaxBilling for Relativity.
Billing is an essential, recurring component of any project, and making the process more efficient can yield long-term savings.
By automatically generating bills, MaxBilling reduces the time and effort you spend on billing, while also minimizing the potential for errors. Generate detailed, easy-to-read PDF reports with calculated costs from pre-set or custom metrics, including billing rates, periods, and tasks.
MaxBilling is included at no additional cost with a RelativityOne license.
Benefits of MaxBilling include:
- Automatic report and invoice generation with custom schedule options
- Available reports in PDF, summarized Excel, detailed Excel and ExportData files
- Reports for Instance, Workspace, Matter and Client level
- Single- and multi-client reports
- Custom and recurring billing periods for your periodic incremental usage check-ins
- Various pricing metrics and custom rates out of the box: Case Rollup, Users, Reviewers, Analytics, Processing, Indexes, OCR and Imaging, Custom Tasks
- Collection of peak values for file and index usage including native files, dtSearch indexes and analytics indexes
- Charge clients for single, multiple, or all workspaces at once
- Multiple invoices for one report with just one click
- Customizable invoices based on mappings and templates
- Billing profile inconsistency notifications
- Logo for billing reports
- Customizable pricing items
- An annual license agreement for each Relativity instance that includes quick support, free updates, 10 hours of custom development, and 10 hours of training and implementation support
- A 30-day money-back guarantee