Billing Snippets

According to the ABA 

If you wait to the end of the day to record your time, you will lose 10 percent to 15 percent of your potential billable time because you simply can’t remember how much time you spent on each task or activity. Wait to the next day, and you lose about 25 percent of your time.

Tasty Solutions for Timekeeping, Billing, and Accounting (login required)

Casefriend’s Billing Snippets Manager allows your firm to create pre-approved, client-compliant Time and Expense entries. These “canned” entries help attorneys record time quickly and accurately—without manually entering descriptions, codes, or rates.

What Is a Billing Snippet?

A Billing Snippet is a pre-configured Time or Expense entry that includes all the necessary billing details. Attorneys can enter time in seconds using Snippet IDs, ensuring consistency and compliance with client billing rules.

What Is the Billing Snippets Manager?

The Billing Snippets Manager is a tool for firm administrators to create, edit, and organize Snippets. Snippets can be tailored to specific clients, jurisdictions, and practice areas, ensuring every entry meets billing guidelines.

Creating & Managing Snippets

To access the Billing Snippets Manager:

🖱️Tools > Billing Snippets manager

Casefriend provides a library of commonly used Snippets out of the box. You can edit these or create new ones to suit your firm’s needs.

💡 Tip: Click Export to Excel to generate a reference sheet for your team.

Creating a New Snippet

• Click New Snippet
• Complete all required fields in New Snippet form

Billing Snippet Fields

• ID – A unique code used to enter time quickly
• Type – Time Entry or Expense
• Name – Internal name for the snippet
• Practice Area – Limits availability to specific case types
• Jurisdiction – Limits availability to specific regions
• Client – Assign to one or more clients
• Category – Organize snippets by task type
• Billing Description – The text that appears on the invoice

Editing Existing Snippets

Casefriend includes a library of commonly used Snippets to help your firm start billing immediately. To edit a Snippet:

• Open the Billing Snippets Manager
• Click on the Snippet you want to edit
• Update the fields and save your changes

Best Practices

✅ Use Snippet IDs to speed up time entry

✅ Assign Snippets to specific clients and jurisdictions for compliance

✅ Review Snippets regularly to ensure they match current billing guidelines

💬 Need Help?

If you need assistance creating or managing Billing Snippets, contact support@casefriend.com or visit the Billing & Invoicing section of the Help Center.