A retainer replenishment request may be added to the Trust Statement to remind the client to top off their retainer. You may have a client with many matters. When you bill, the system can detail each matter as a separate bill. PCLaw can then print a summary of all bills to use as a cover page for the group of bills you are sending the client. Multiple matters on separate invoices.
Clients can receive separate invoices for each matter.
These invoices can use a detailed format so clients can see the particulars of each matter, including fees, disbursements and hours billed.