This article applies to agency admins or accountant employee types 


Smart Invoicing allows you to generate client invoices, saving time and ensuring you capture key billables. Smart Invoicing matches your contracts to the client and lienholders on the case and then listens to specific case events to auto-generate relevant fees to your case. The following article discusses how you can set up those contracts.


Contract Creation 

Step 1: Hover over Settings and select Agency Smart Invoicing 

Step 2: Click the +AddNew Contract button 




Step 3: Under the Contract Details tab, complete the following:

  • Client Type - Choose from Direct or Forwarder 

    • Direct Client - Can only assign one client per contract

    • Forwarder - Can have multiple lienholders 

  • Client Name 

  • Contract Number - This is generated automatically

  • Effective Date - When you want this contract to be active

Note: Once an effective date is met, your contract will be live! Please be sure your contract is ready before this date or extend your effective date as needed. If your contract becomes active and you need changes, you can always edit the contract. 


Step 4: Click Next



Step 5: Create Fee Settings 

  • Recovery Fees 

    • Fee Name - Select a case type

    • Master Fee - Connect selected case type to this fee

    • Coverage Area - Select an area for which the fee will be specific to 

    • Amount - Dollar amount for the fee - you can do tier pricing by using a comma after each amount

    • Start Date - When the fee will start being active 

    • End Date - When the fee will no longer be active 

    • Notes - Any added information that you want to include 

    • Action - Delete the line item



  • Misc Fees 

    • Fee Name - Open text 

    • Master Fee - Fee list based on your current Service Items 

    • Amount - Dollar amount for the fee 

    • Start Date - When the fee will start being active 

    • End Date - When the fee will no longer be active 

    • Notes - Any added information that you want to include 

    • Action - Delete the line item



Step 6: Click the green + to add more fees 

Step 7: Click + Add New Lienholder to add more clients to the same contract 

Step 8: Click Save 


Contract Maintenance

 Once you have created your contract, you can maintain it with the actions listed on the right of your contract. 



People icon - This will show you which lienholders are associated with that contract. 

Eye icon - View only access to see contracted fees. 

Pencil icon - Will allow you to edit/update your contracted fees.

Download icon - Allows you to extract the contract as an Excel. 


How to Edit a Contract   

Step 1: Click the Pencil icon



Step 2: Select the new Effective Date

Note: The contract version updates automatically when there is an edit.

Step 3: Click Next  

Note: If you select the same day, the system will update invoices that meet that criteria immediately.



Step 4: Make changes and click Save