MaxBilling

MaxBilling 2018-01-29T12:17:40+00:00
MaxBilling
Relativity Ecosystem

 We provide:

  • MaxBilling 2.2 – Relativity®-based application

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MaxBilling is a Relativity®-based application 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 can yield long-term savings. By automatically generating bills, MaxBilling reduces the time and effort you spent on billing, while also minimizing the potential for errors. Generate detailed and easy-to-read PDF and Excel reports with calculated costs from pre-set or custom metrics, billing periods, rates, and tasks.

About MaxBilling

• Supports RelativityOne and Relativity 9.3 and above

• Automatic report & invoice generation with custom schedule options

• Automatic email with PDFs and Excel

• Single- and multi-client reports

• Custom and recurring billing periods for your periodic incremental usage check-ins

• Various pricing metrics and custom rates out of the box: Case Rollup, Users, Reviewers, Analytics, Processing, Indexes, Custom Tasks

• Collection of peak values for file and index usage including native files, dtSearch indexes and analytics indexes

• Easy extensibility so you can add your own pricing metrics for whatever custom solution you may be using alongside Relativity

• Charge clients for single, multiple, or all workspaces at once

• Billing profile inconsistency notifications

• Dashboards

• Logo for billing reports

• Customizable pricing items

MaxBilling is provided under annual license agreement with a 30-day money-back guarantee. Each license provides you with:

• Support & free software updates

• 1 license per Relativity instance

• 10 hours of free custom development service

• 10 hours of training & implementation support (installation, advice, walkthroughs, etc)

• 30-day money-back guarantee

• Request communication turnaround of 1 business day

For all pricing inquiries, please contact sales@tsd.com

For all technical inquiries, please contact support+maxbilling@tsd.com

1. Will I get support from TSD with installation and initial setup of MaxBilling in our Test environment(s)? How about Production?

We will be more than happy to assist you and walk you through your initial setup and immersion in MaxBilling. Our support staff has a combined Relativity experience of more than 10 years. Yes, we will help you with MaxBilling in Production, too. TSD operates under ISO 27001 certification, so you can rest assured our confidentiality policies are very strict.

2. Can I try MaxBilling risk-free?

Yes, we encourage you to take advantage of our 30-day money-back guarantee and try out MaxBilling within 1 month after purchase.

3. Can I have additional metrics/fields added to MaxBilling?

Yes, the license provides free custom development hours to which you are entitled. In most cases, these hours will be enough for the addition of one or few custom metrics/fields within MaxBilling so that you can automatically include them in the current billing flow.

4. Can I set up MaxBilling with different billing schedules for different clients (and workspaces), and get all the reports and invoices automatically generated and sent to my email?

Yes, absolutely, you can!

5. On how many instances can I install MaxBilling?

You can install and use MaxBilling on as many Relativity instances as your license allows.

6. Can I schedule a demo?

Yes, please feel free to schedule a demo and a staff member will contact you with further details on the earliest possible time.

Release Notes

You can find the latest changes and modifications of MaxBilling at the link below:

Date Version Type Features Description Download
1/25/2018 2.2.1301.85 New feature Case Rollup items – Charge
Level – Instance Peak
Instance Peak choice for the
Single-Choice field for Case
Rollup pricing item – Charge
Level.
• Instance Peak –
specifies that when a
report is generated,
the usage for the item
will be considered
from the date when
was the max value for
the item for all
Workspaces in the
whole Relativity
combined (for the
billing period).
 
Download
1/25/2018 2.2.1301.85 New feature Case Rollup items – Charge
Level – Client Peak
Client Peak choice for the
Single-Choice field for Case
Rollup pricing item – Charge
Level.
• Client Peak – specifies
that when a report is
generated, the usage
for the item will be
considered from the
date when was the
max value for the item
for all Workspaces for
the Client combined
(for the billing period).
1/25/2018 2.2.1301.85 New feature Case Rollup items – Charge
Level – Matter Peak
Matter Peak choice for the
Single-Choice field for Case
Rollup pricing item – Charge
Level.• Matter Peak –
specifies that when a
report is generated,
the usage for the item
will be considered
from the date when
was the max value for
the item for all
Workspaces in the
Matter combined (for
the billing period).
1/25/2018 2.2.1301.85 New feature Case Rollup items – Charge
Level – Workspace Peak
Workspace Peak choice for
the Single-Choice field for
Case Rollup pricing item –
Charge Level.
• Workspace Peak –
specifies that when a
report is generated,
the usage for the item
will be considered
from the date with the
max value for the item
for the Workspace (for
the billing period).
1/25/2018 2.2.1301.855 New Feature New Report type – Instance MaxBilling users are able to
generate Instance reports.
Instance breakdown can be
included only for Instance
reports.
1/25/2018 2.2.1301.85 New Feature New Profile type – Instance Now MaxBilling users are able
to create Instance reports.
This will allow them generate
reports with accumulated
billing information for the
whole instance.
1/25/2018 2.2.1301.85 New Feature New Breakdown – Instance Along with Workspace,
Matter and Client
breakdowns, MaxBilling users
will be able to generate
reports with Instance
breakdown of the reported
items.
1/25/2018 2.2.1301.85 New Feature Detailed Excel Report A long with PDF and
summarized Excel, now the
generated reports are
available in Detailed Excel.
There all reported items are
listed with the usage,
calculation and their
additional information.
Date Version Type Features Description Download
11/24/2017 2.2.1301.70 Optimization Data Tier Added fields to Data Tier RDO
to contain information about
the user/service that last
updated it, when it was
updated and current status
message.
11/24/2017 2.2.1301.70 Optimization Report Files All generated report files are
combined in one ZIP.
Date Version Type Features Description Download
11/3/2017 2.2.1301.57 New Feature Report Generation Providing the user with the
ability to select which
breakdowns they want to be
included in the generated
report.
11/3/2017 2.2.1301.57 Optimization Report PDF The report represented in
PDF shows breakdown by
Client.
11/3/2017 2.2.1301.57 Fix Stage Fence Dashboard The chargefree limit of Stage
Fence Data equals the
Subscribed Data tier * 5 as it
is required.
Date Version Type Features Description Download
10/16/2017 2.2.1301.49 Known Issue Stage Fence Dashboard The chargefree limit of Stage Fence Data equals the Subscribed Data tier. This should be Subscribed Data Tier*5.
10/16/2017 2.2.1301.49 Optimization Published Data Dashboard The peak value in Published Data Dashboard now considers only billable file sizes and is based on environment peaks, not Workspace peaks).
10/16/2017 2.2.1301.49 Optimization Pricing Items are RDOs The pricing items are no longer Choices, but RDOs that are selected as Single Object. As such they have additional information for the user: Friendly Name, Billing Code, Description.
10/16/2017 2.2.1301.49 New Feature Metadata for Pricing Items When selected, pricing item metadata is visible in the layout as well.
10/16/2017 2.2.1301.49 Optimization New filters and charge levels for User We have added two levels of filtering (Relativity User Type and Groups) when adding Users Pricing Item and three charge levels (Per Workspace, Per Matter and Per Client).
10/16/2017 2.2.1301.49 Optimization New charge level for Tasks Charge level is added also to Tasks Pricing Item.
10/16/2017 2.2.1301.49 New Feature Logo for report When generating the report, user will be able to select a logo that will be added in the generated PDF report.
10/16/2017 2.2.1301.49 New Feature New report breakdowns Now the report is generated with breakdown on: Workspace, Matter and Client.
10/16/2017 2.2.1301.49 Optimization New Processing reports Now there are three levels of Processing reports – Summarized, Detailed (based on Processing set), Detailed (based on Processing Data Source).
10/16/2017 2.2.1301.49 New Feature New tab in Settings – Pricing Item Type Now MaxBilling users will be able to specify and edit Pricing Item metadata.
Date Version Type Features Description Download
7/30/2017 2.0.1301.215 Fix Fixed Published Current
value in Dashboard
Fixed issue in gathering Publish Data Current
value.
7/30/2017 2.0.1301.215 Fix Fixed Stage Fence Current
and Peak values in Dashboard
Fixed issue in gathering Stage Fence Current
and Peak values.
Date Version Type Features Description Download
7/7/2017 2.0.1301.211 Security Optimization Access Denied for download
buttons
Users that are not members of the administrative
billing Workspace, where MaxBilling is installed,
cannot download MaxBilling reports using the
download URL.
Date Version Type Features Description Download
6/27/2017 2.0.1301.209 Optimization Removed trigger on
AuditRecord_PrimaryPartition
Beginning in 2.0.1301.209, MaxBilling application
no longer has a trigger on AuditRecord_PrimaryPartition
that deletes MaxBilling audits for SELECT queries.
Date Version Type Features Description Download
4/4/2017 2.0.1301.188 New Functionality Staging Data and Production Data
Dashboard
Beginning in 2.0.1301.188, MaxBilling contains new tab
Usage Information that shows Staged and produced data in charts.
Date Version Type Features Description Download
3/8/2017 2.0.1301.178 New Functionality Two report types Beginning in version 2.0.1301.178, MaxBilling users
will be able to generate two different report
types – Single report for multiple clients and
Multiple reports for a single client.
3/8/2017 2.0.1301.178 Enhancement New columns in the generated
reports
There are three new columns added to the Workspace
Breakdown in the generated reports: Client Name,
Matter Name, Workspace ID.
Date Version Type Features Description Download
2/21/2017 2.0.1301.164 New Functionality MaxBilling Scheduler Beginning in version 2.0.1301.164, MaxBilling Scheduler
is part of MaxBilling application.
2/21/2017 2.0.1301.164 Optimization MaxBilling Agents MaxBilling agents are optimized to be more resistant
to environment issues.
Date Version Type Features Description Download
2/9/2017 2.0.1301.156 Enhancement Billing profile types Beginning in version 2.0.1301.156, MaxBilling users
can set one profile for multiple/all clients.
2/9/2017 2.0.1301.156 Enhancement Consistency Checker Profile Consistency Checker agent is adapted
for the new profile types.

Sofia Office

Tsarigradsko Chaussee 115A, Fl. 7
Sofia, Bulgaria

Phone:  +359 2 870 2036 (o)

Email: office@tsd.com

Troyan Office

Rakovski St 51, Fl. 4
Troyan, Bulgaria

Phone: +359 670 60 449 (o)

Email: office@tsd.com

Plovdiv Office

Karshiyaka, Pobeda St, Gerbera office building, Fl. 6
Plovdiv, Bulgaria

Email: office@tsd.com