We’re considering adding a feature to make handling vendor invoices for hard costs easier and more transparent. Before we move forward, we’d love to hear from you:

👉 Does your firm have requirements around vendor invoices?

Do your clients require that expenses be backed by receipts?

Do you need staff to attach vendor invoices whenever they log a hard cost?

Do you often spend time chasing down missing documentation before billing?

If these challenges apply to your firm, here’s how this feature could help:

What This Feature Would Do

Require invoice attachments: Firms could choose to make attaching a vendor invoice mandatory when entering hard costs.

Flexible sharing options:

Firm level – apply rules across the entire firm.

Client level – always include vendor invoices when billing a specific client.

Matter level – override client defaults for special cases.

Invoice level – choose whether to include attachments at the time of billing.

Delivery to clients: When enabled, vendor invoices would be included along with the invoice sent to the client — ensuring full transparency.

Why It Could Help

Transparency & Trust – Clients see exactly what they’re being billed for.

Compliance – Supports client billing guidelines that require receipts.

Efficiency – Avoids last-minute chasing for missing documents.

Audit-Readiness – Be prepared to provide supporting documentation anytime.

Flexibility – You decide when and how invoices are shared.