Concept #5
Prefill
When you prefill an order or invoice, MR9 automatically adds related parties and/or service items — saving time and reducing the chance of incomplete invoices.
Without prefill, you have to enter parties and services one at a time every time. With prefill, you check first for previously entered choices — such as parties to an order or a client’s standing orders — and add some or all of them at once. Prefilling saves time and reduces the chance of overlooking something by automatically including related parties and/or services.
Standing orders
If your clients have certain services they always want — for example FedEx delivery of color copies — you can enter these standing orders in their profile. Both firms and contacts can have standing orders — which can be different if contacts at a firm have their own service requirements in addition to or in place of the firm’s requirements. You can add these standing orders when prefilling parties.
Prefill parties & services
Parties and their requested services can be entered at any time:
- In an order starting in the pre-trial discovery phase of a case where you can prefill services from firms’ and contacts’ standing orders.
- In Turn In when creating invoices to save time and reduce the chance of overlooking something by automatically adding related parties and/or service items.
Prefill services
When you prefill parties in Turn In who have standing orders or previously ordered services, MR9 creates invoices that automatically include those service items. You can save time entering other service items in batches using Prefill Services.
Use Prefill Orders & Services to include service requests from:
- Billing Sets: Like a fast food combo meal, you can select a preset list of services commonly ordered together.
- Firm’s and/or contact’s preferred services: If you didn’t include them when prefilling parties, you can add them when prefilling services.
- Part’s preferred services: If the party to the order requested services for parts in an order.
These readymade lists might include services that were not ordered for the part being billed. That’s okay: After prefilling you can remove any services not ordered for this invoice.
TL;DR: Instead of entering parties and services one at a time every time, use Prefill to automatically add parties and/or services to an order or invoice.
MR9 concepts in this lesson
Billing Sets: Like a fast food combo meal, Billing Sets are preset groups of service items. Selecting billable services by set, instead of individually, speeds up the billing process.
Contact: Person who works for a firm you do business with — such as attorneys, paralegals, secretaries, legal assistants, claim adjusters, and court clerks.
Firm: Business you provide services to — usually law firms.
MR Connect: Online repository, orders, and access to your office for clients and other. More >
