Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Docket serves as a tool for managing scope changes specifically designed for studios and agencies, addressing a common oversight in tracking mid-project client requests. Clients can easily submit change requests via a structured link that doesn't necessitate account creation, where they outline their desires, rationales, reference materials, and deadlines. Once a request is made, you are promptly notified to evaluate its implications, allowing you to accept, decline, or initiate a discussion, while also incorporating cost and timeline estimates. Docket then produces a clear summary, for example: "Adding the dashboard: +3 days, +$800. Approval required before work begins", and circulates this information back to the client as a link, making it convenient for them to approve or reject the request within seconds.
Each approval process is meticulously timestamped, attributed, and archived permanently, complete with email notifications and click tracking, along with optional verification for projects of high financial significance. The comprehensive log associated with every project is filterable and can be exported as a signed PDF, which is valuable for invoicing or resolving any disputes that may arise, ensuring a transparent and organized workflow. Furthermore, this structured approach enhances communication and accountability between agencies and clients, minimizing misunderstandings and streamlining project management.
API Access
Has API
No
API Access
Has API
No
Integrations
Intapp Time
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$79/month
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Intapp
Founded
2000
Country
United States
Website
www.intapp.com/billing/
Vendor Details
Company Name
Docket
Founded
2026
Country
United States
Website
scopedocket.com
Product Features
Legal Billing
Accounting Management
No
Automatic Billing
No
Calendar Management
No
Case Management
No
Client Portal
No
Document Management
No
Expense Tracking
No
Time Tracking
No
Product Features
Project Management
Agile Methodologies
No
Budget Management
Yes
Client Portal
Yes
Collaboration Tools
No
Cost-to-Completion Tracking
Yes
Customizable Templates
No
Gantt Charts
No
Idea Management
No
Kanban Board
No
Milestone Tracking
No
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
No
Traditional Methodologies
No