In this session, Optimizers Jasmine and Kari highlighted financial best practices and recent Filevine updates to streamline billing and reporting. They demonstrated the new billing discounts feature, which allows firms to apply percentage or flat-rate discounts to invoices, and explained the necessary template adjustments to display these on PDFs. The training also covered:
- Expense management and using Ramp
- Three-way reconciliation guidelines
- KPI analysis and tracking lead conversions, case acquisition costs, and attorney performance
- Workflow troubleshooting, including processing refunds and transferring funds to project trust accounts