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Complete Billing Solution for Relativity

Supports RelativityOne, Relativity 11.1+ (lower versions available on-demand).

More Тhan 90 Оrganizations Have Chosen MaxBilling.

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All-in-One Billing Application in Relativity

MaxBilling is a billing application within Relativity that automates the billing process experience and streamlines the invoice-to-cash cycle. Billing is an essential recurring component of any project and making the process more efficient with the right technology solution can yield long-term savings.

How MaxBilling Works

By automatically generating reports and invoices, MaxBilling reduces the time and effort you spend on billing, while also minimizing the chance for errors. Our Relativity integration helps you to easily and thoroughly manage your billing process within the platform. It allows you to generate detailed and easy-to-read PDF and Excel reports with calculated costs from pre-set or custom metrics, billing periods, rates, and tasks.

The app comes with an invoicing functionality, which enables you to apply various custom options and offers flexibility in specifying invoice contents by using custom fields and templates, including a scheduling option for automation of the entire invoicing process.

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More about MaxBilling

Features

  • Automatic report & invoice generation with custom schedule options

  • Ability to manage the entire Relativity instance billing information within a single Profile by using different pricing types

  • Various options for applying exceptions towards Workspaces, Matters, Clients or Locations
  • Various billing categories out of the box: Case Rollup, Case Flow, Language Services, Analytics, Processing, Users, Custom Tasks

  • Threshold (tiered) pricing functionality considering Client or Matter based Charge Levels

  • 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

  • Customizable invoices based on mappings and templates

  • Report data widgets allowing quick review and analysis of the report information on an Instance, Client, Matter, or Workspace level.
  • Customer Code capability unlocking a specific custom functionality in the app, which is available to one client only.
  • Option for separate configurable installations working independently for Client Domains

Benefits

  • Easily quantify the data in your Relativity environment
  • Keep track of your and your clients’ data usage expenses
  • Create flexible pricing models to allow for custom billing methods for particular clients

  • Cut down on time and effort with automated bills and invoices

  • Achieve efficiency of the entire billing process management

  • Keep your billing and invoicing processes automated and standardized

  • Streamline your invoicing and cash flow significantly

  • Minimize human error and improve invoice accuracy

  • Customize your billing process with various custom opportunities

  • Simplify your reporting and reduce manual administrative tasks with automated reports

  • Create transparency and keep customers informed about usage, unit prices, discounts, etc.

  • An opportunity for app customization and integration with different financial systems

Did You Know That You Can Cover Various Billing Scenarios with MaxBilling?

MaxBilling can help you if:

  • You follow a cost absorption model.
  • You reimburse your expenses.
  • You apply sophisticated billing models with multiple condition-based rates.
  • You need to get Usage information that should be sent to external accounting teams.
  • You pursue a streamlined and fully automated invoice generation cycle in-house.
  • You want to export billing data to an external accounting or financial solution.
  • You need one consolidated report to be sent to your accounting team.
  • You need to supply each client with their Relativity invoice directly through the platform.
  • You prefer to apply a sample cost recovery approach that clients easily accept.
  • You are interested in building a unique billing model to stand out from the competition.
  • You are a Service Provider willing to enhance the Managed Services portfolio.
  • You are a global organization responsible for ensuring consistent billing reports and invoices from multiple Relativity instances worldwide.
  • You are a law firm that needs to mirror the billing algorithm applied by Relativity or another Relativity Service Provider.

What Our Clients Say about MaxBilling

quotes-rightThe team at TSD works collaboratively with us, welcomes client feedback, and incorporates it into future updates. The TSD team’s dedication to constant improvement has kept MaxBilling as an essential tool for us that has grown with our evolving needs.

Anna-Lee Chow-Lin-On | Director, eDiscovery Projects | Beyond eDiscovery, BLG Beyond
quotes-rightTSD provided Elevate with custom development services to create and deploy a new billing system based on our use of RelativityOne. The solution TSD produced for us by building advanced and complex customizations in MaxBilling radically reduced the time required to complete monthly billing activity. The three-to-five day manual process was replaced by an automated one that now takes three hours. MaxBilling eliminated the need for manual data entry, use of multiple Excel spreadsheets, and possibility of human error. Our new system is 95% faster, highly accurate, and very easy to use. The solution has enabled us to capture more revenue and speed up the billing cycle to get paid faster. The TSD team has been a true partner, and we are delighted with the results they produced.
Lindsay Chastain | Director, Disputes and Investigations, Elevate Services
left-quotequotes-rightMaxBilling has enabled us to accurately track and report in real-time our clients’ eDiscovery costs either by workspace, matter, and/or client spend. Additionally, MaxBilling is deployed in our Client Domains, so our Managed Services Clients can benefit from this added value.
Gary Bendel| President and COO, PLUSnxt
left-quotequotes-rightThrough the MaxBilling customization, we were able to automate the workflow, mitigate errors, and provide a quality product to our clients.
Cory Logan | Director of Managed Services, Complete Discovery Source, Inc.
left-quotequotes-rightWe needed a good, easy to use solution to help with generating bills out of our on premise Relativity application. TSD provided us with a great tool that cut down the amount of time it took to create the invoices. The invoices are accurate and we have been able to increase our ROI for our Relativity application.
Mark Combs | Chief Information Officer, Steptoe & Johnson PLLC
left-quotequotes-rightTSD has been instrumental in assisting us with being able to quantify our data in our instance of Relativity. They are proficient, attentive, and have assisted us with solving several of our pain points at the firm. We continue to rely on their services and expertise, which contribute to our continued success.
Stephen Johnson | Assistant Director, eDiscovery and Practice Advisory Services, Cozen O'Connor
left-quotequotes-rightMaxBilling has been a game-changer for us and is a critical component of our billing lifecycle. After our deployment of MaxBilling, we are now able to execute our monthly billing in 0 days (as opposed to the prior 49 days). TSD’s support is invaluable to our team and I could not recommend the TSD team and the MaxBilling product more highly. First-class all the way.
Strategy & New Product Director Cyber Solutions & Data Strategies , An AMLAW 100 Law Firm

left-quotequotes-rightUbiqus Labs partnered with TSD Services to develop our app for Relativity and we couldn’t be happier. TSD team members are very professional, customer-centric, and friendly. They managed our project with care, very good communication, and expertise.

Nicolas Konieczny | E-Projects Director, Ubiqus Labs
left-quotequotes-rightLionBridge has a great business relationship with TSD. You are reliable, flexible and valued partner. Our work on LionBridge Connector is great and exceptional.
Shaun Scruton | Product Manager, Connectors, Lionbridge
left-quotequotes-rightTSD employees were a pleasure to work with and understood our needs. They were always professional, willing to make changes, and provided their expertise to improve our product. Work was always completed in a timely fashion and we are very excited with the final product.
Jayson Griffin | Senior Vice President, Consortra Translations

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