Complete Billing Solution for Relativity
Supports RelativityOne, Relativity 9.3+
Optimized 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 bills, 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.
More about MaxBilling
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
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 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
What Our Clients Say about MaxBilling
We 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.
TSD 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.