ModusBill

ModusBill is billing and trust accounting software for law firms, organized around the matter rather than built as a generic invoicing tool adapted to legal use.

Key features and functions include:

Time, flat-fee and retainer billing
Time entries, flat fees and expenses are recorded against a matter. Billing staff can revise billable hours before an invoice is sent while the attorney’s original time entry is preserved on the record.

IOLTA trust accounting
Each client has a ledger inside the firm’s IOLTA account, with an optional ledger per matter. Ledgers cannot go negative, entries are append-only with a full audit trail, and a monthly three-way reconciliation compares the bank statement, book balance and sum of client ledgers.

Online invoicing and payments
Invoices are generated from unbilled time and flat fees and sent by email with a secure payment link, letting clients pay by card through Stripe or PlaceToPay without creating an account. Payments post back to the invoice automatically.

LEDES 1998B export
Invoices can be exported as LEDES 1998B files, carrying UTBMS task, activity and expense codes, for insurers and corporate clients that require electronic billing.

Two-way QuickBooks Online sync
Invoices, customers and payments entered in a connected QuickBooks Online account are brought into ModusBill, and payments recorded in ModusBill are written back to QuickBooks against the same invoice. Invoices raised in ModusBill can also be posted to QuickBooks as they are sent.

Data import
Billing history can be imported from Clio, PracticePanther, MyCase or a CSV file; the system maps columns, checks each row, and reports what will be created before anything is written.

A/R aging and dashboard reporting
A dashboard reports revenue, outstanding balances, billable hours and open matters, with receivables bucketed by aging period.

Bilingual interface and billing
Each user works in English or Spanish, and each client is billed in their own language, including the invoice email and payment page.

Role-based access and two-factor authentication
Access is divided among admin, attorney, paralegal and billing roles. Two-factor authentication can be required firm-wide or left to individual users.