Export and Email Bills Overview

Export & E-mail Bills is used to generate an electronic copy of a final bill in the following formats:  PDF, HTML, LEDES 1998B, RTF, TIFF, or TXT.  The electronic file may be saved to a folder on your local hard drive, on a shared network drive (Export), or automatically attached to an email and sent to the client (email).  The email feature requires a MAPI-compliant email package, such as Outlook to be installed on the machine performing this task.

You are not limited to only exporting or only emailing each bill.  Both an Export format and an email format may be assigned to a matter. Juris exports and emails each bill simultaneously.

Billing Address Setup for Emailing Bills

When setting up clients for emailing billing, you must add an email address for the client. This is done in the Billing Address\Office window which can be accessed via the Tables > Client window.