Hello. We are new to Smokeball and I have been reading some of the Q&A’s here. Like a few of you here, we have clients who have multiple matters and I am not seeing/finding a convenient way to do a couple of things. For example, let’s say our client, Company ABC, has 100 matters. Company ABC has a main client contact for most of the matters and then there’s a billing contact and a contact we need to cc on billings. Company ABC also has a couple of confidential matters where our company contact and billing contact are different and need to be separate from the other bills. So 98 matters have statements that need to go to the same 3 people and 2 matters where statements go to 2 different people. Here are my issues/questions:
- Do I have to go in to all 98 matters and add the main company contact? It appears that even if I do that, their name doesn’t even pull onto the invoices anyway. So now I have to go into each of the 98 matters and override the invoice address to get their name on the invoice? I also have to go into each of the 98 matters and add cc’s to all of them? This is EXTREMELY cumbersome! We have many, many clients who have a ton of matters. And now what happens if any of these contacts for our client change (as they do often)? Now I have to go into each of the 98 matters and update them all? Is there no better way to do this??
- I’ve read quite a few Q&As here too about the statements themselves … our client, Company ABC, does not need to get 98 invoices for their 98 cases. They also do not need 98 invoices all combined into 1 PDF. How confusing is this for our clients? There is no way at all to generate an invoice for a client that just shows all of their matters on it, has one balance due and will even show a past-due balance that they have (and not individually per matter but in total)?
Has anyone here who also have clients with multiple matters found good ways to do any of the above? There are not even enough hours in a week to update all of these files every time there is a change.