MaxBilling 3.0 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:

  • Ability to manage the entire billing information within one profile by using different pricing types
  • Threshold (tiered) pricing functionality
  • Various billing categories out of the box: Case Rollup, Case Flow, Users, Analytics, Processing, Custom Tasks
  • Automatic report & invoice generation with custom schedule options
  • Custom and recurring billing periods for your periodic incremental usage check-ins
  • Single- and multi-client reports and invoices on Instance, Workspace, Matter and Client level
  • Available reports in PDF and Excel formats
  • Collection of peak values for various items usage
  • Customizable invoices based on mappings and templates
  • Usage dashboards
  • 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