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Description
Enhance the efficiency and precision of your digital prebills review and approval process like never before with Intapp Billstream. This innovative solution empowers your firm to minimize write-offs and billing conflicts while bolstering client trust and satisfaction through features like built-in compliance for both clients and the firm, collaborative workflows, and in-line editing capabilities. By streamlining the initial invoice acceptance process, you can significantly reduce write-offs. Generate proformas that meet client and firm compliance standards, incorporating necessary integrated requirements. Stay informed on proforma progress with notifications to expedite the review and approval stages. Easily create client-approved proformas that adhere to integrated billing and finance standards. You'll have the ability to track when a proforma is created, monitor unreleased time, and identify any changes made, along with who made them and when. Facilitate the movement of aging proformas by reviewing, recalling, and reassigning tasks as needed. Increase your visibility into suggested billing modifications and pinpoint any bottlenecks through comprehensive audit trails and insightful dashboards, ensuring a smooth and efficient billing process. This advanced system not only enhances operational efficiency but also fosters better communication and cooperation among team members.
Description
We took our tried-and-true, field-tested Light3, refined it significantly, optimized the entire process, and added numerous new features, all while preserving and even enhancing the user-friendly nature and high performance that Light is known for. Now, reports generated by Light4 can easily be printed, saved as PDF files, or exported as Excel (.xlsx) files in a single action for those users with "Export" permissions. The contract billing system has undergone a complete overhaul, allowing users to bill at any level of the contract—be it summary, task, or CLIN—and to modify a project's billing hierarchy whenever needed. This new version emphasizes speed, well-managed flexibility, and a variety of options such as pro-forma invoices, establishing a new benchmark for performance as well as for the preparation and distribution of invoices. Included with the software is a sample configuration tailored for government contractors, not-for-profit organizations, and various businesses, ensuring a seamless setup process. Additionally, users will appreciate the intuitive interface that supports quick adaptation to the new features, making the transition to Light4 both efficient and user-friendly.
API Access
Has API
API Access
Has API
Integrations
Intapp Time
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Intapp
Founded
2000
Country
United States
Website
www.intapp.com/billing/
Vendor Details
Company Name
CCAS Software
Website
www.ccas.com
Product Features
Legal Billing
Accounting Management
Automatic Billing
Calendar Management
Case Management
Client Portal
Document Management
Expense Tracking
Time Tracking
Product Features
Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management
Reporting
Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports