Changelog
Everything we've shipped in ExpertPractice.
Split an Invoice Across Multiple Payers
Custody cases, insurer-shared costs, co-counsel splits — some invoices have more than one payer from the start. Create a split invoice and each payer gets their own record, PDF, payment history, and reminder schedule, with the total allocated to the cent, including a visible rounding-adjustment line when a percentage split doesn't divide evenly. Find it in the invoice builder: toggle "Split this invoice among multiple payers."
Bill a Non-Split Invoice to the Right Payer
Split invoicing configures who a case's payers are, but not every invoice on that case needs to be split among them. Leave split billing off and a "Bill to" dropdown lets you send the whole invoice to whichever configured payer it actually belongs to — not just the case attorney by default. Find it in the invoice builder, right below the split toggle.
Contacts for Insurance, Parties, and More
Not every contact on a case is an attorney. Retaining and opposing counsel, and any split-invoice payer, can now be typed as Attorney, Insurance, Party, or Other — each with the right label (Firm, Company, or Organization) and full contact details throughout. Find it wherever you add a contact: the case form, split payers, or Contacts.
Rearrange Cases Your Way
Drag and drop any case on the Cases page into the order that actually matches how you work — it overrides the default status grouping and holds up whether you have a dozen cases or a few thousand. Works within a status filter or search, and on mobile too.
Tax Year Summary, Rebuilt
Your Tax Year Summary now reports what you actually collected during the year — including retainers — instead of what you billed, matching how the IRS taxes cash-basis filers. It's also a real formatted PDF now, not just a CSV; the raw CSV data is still available as a secondary download. Find it in Settings → Tax Year Summary.
Retainers & Case Credit
Record a payment against a case — before you've even created an invoice — and choose whether it's a Retainer (a fee to secure your commitment, never applied to any invoice) or an Advance Payment (drawable credit you can apply toward invoices as you generate them). Both show up in your case's payment history and on your reconciliation reports, clearly labeled. Find it on the case detail page, or right when creating a new case.
Bill a Flat Amount on Any Time Entry
Not every task fits hours × rate. Toggle "Bill a flat amount instead of hours × rate" when logging time to invoice a flat deposition fee, travel day, or project rate — your hours are still recorded for your own records, they just won't drive the invoice amount for that entry.
Invoice Follow-Up Reminders
Never lose track of a slow-paying invoice. Turn on a reminder for any sent invoice and choose how often you want a nudge — your call on the interval. Find it right on the invoice detail page.
Custom Activity Types
Create your own activity types on top of the 12 built-ins, right from the time entry form. Your 5 most-used types (built-in or custom) float to the top of the picker automatically. Manage custom types — rename or delete — from Settings → Default Rates.
Recurring & Multi-Day Time Entries
Log one entry and apply it to several dates at once. Pick specific days on a calendar, or set a recurring pattern — weekdays only, specific days of the week, or every N days. Auto-created entries are marked with a small badge in your time log so you can always tell what was entered by hand. Find it under Time → Log Time → Repeat this entry.
Smarter Default Rates
Set a rate to $0 to hide an activity type you don't bill for — it'll disappear from your time entry picker until you need it again. Case-specific rate overrides now apply consistently everywhere, including the time entry picker.
Import Wizard Improvements
Smarter rate detection when your spreadsheet has a total amount instead of an hourly rate, support for workbooks organized one sheet per case, and editable activity type mappings so you can fix a misread column without starting over.
Public Expert Profile & Directory
Optionally publish a professional expert profile and get discovered by attorneys searching by specialty and location. Off by default — turn it on anytime under Settings → Public Profile. When an attorney submits a contact form, it lands in your Inquiries inbox and you receive an email notification. Inquiries are yours alone; nothing is shared with other experts.
Rule 26 Testimony Disclosure List
Generate your FRCP 26(a)(2)(B) testimony disclosure in one click. We build the list automatically from your time logs — any case where you logged Deposition Testimony or Trial Testimony appears as a suggested event. Filter to the required 4-year window, review, and export a court-ready PDF. Find it under Testimony.
Daubert & Challenge Tracking
Track every challenge to your expert testimony — Daubert, Frye, motions in limine — and record the outcome. See your admissibility record at a glance: admitted in X of Y resolved challenges. Your record is one of your strongest marketing assets; now it's one place. Find it under Challenges.
Case-specific rates are now easier to find
Each case has its own billing rates, and we’ve made that clearer throughout the app. When creating a case, you’ll see your rates listed up front with a link to customize them for that case. The case detail page now shows a “Billing Rates for This Case” card with a direct edit button. And when you log time, the rate field confirms it was auto-filled from the case — so you always know exactly what rate is being used.
Attorney Contact Book
Save attorney details once, auto-fill them every time you create a case — for both retaining and opposing counsel. Add attorneys directly from the case form without navigating away.
AR Aging Report
See all outstanding invoices bucketed by days past due — Current, 1–30, 31–60, 61–90, and 90+. Know exactly where your slow-pay problem is and which invoices need follow-up. Find it under Invoices → AR Aging.
Tax Year Summary Export
One-click export of all time entries, invoices, and expenses for a calendar year. Two formats: full detail for your records, or a redacted version for your accountant that omits attorney names and work descriptions.
Retainer & Flat-Fee Billing
Invoice for monthly retainers, project fees, or any fixed amount — alongside hourly entries or on their own. Add flat fees in the invoice builder before generating.
AI Assistant upgraded
The built-in Product Guide now runs on Claude Haiku 4.5, with a Gemini fallback. Faster, more accurate answers to app navigation questions.
You control your data
Your cases, time entries, and invoices belong to you. You can export or delete everything from Settings at any time. We never sell your data or use it to train AI. Services we use are disclosed in our Privacy Policy.
Practice Intelligence — built from your feedback
You asked, we built it. Your dashboard now includes utilization and collection rates, practice averages by time period, monthly trends, and a breakdown of how you spend your time by activity type. Use it to quote new engagements with confidence.
Payment tracking
Record partial and full payments against your invoices. Track exactly what's been paid, what's outstanding, and how long attorneys take to pay on average.
Guided engagement letter
3-step flow: review auto-filled details, customize terms (retainer, cancellation policy, scope), then preview and download. No more hunting for brackets.
Invoice cover letter
Download your invoice with an auto-generated cover letter as page 1. Or upload your own firm letterhead — we merge it into a single PDF.
Site Inspection activity type
Now a standard activity alongside File Review, Deposition Testimony, and others. No more mapping to "Other" for field work.
Faster time logging
After saving a time entry, "Log another" keeps your case selected and resets the form. No more re-selecting the same case.
Suggested rates in onboarding
One click fills all rates based on your specialty. Adjust any rate individually after.
Smarter CSV import
The import review now shows mapped activity names instead of your raw data. "Depo Prep" displays as "Deposition Preparation" so you know exactly what will be imported.
Case list at a glance
Each case now shows total hours, dollar amount, and unbilled entry count directly on the case list.
Clearer dashboard stats
"Unbilled" shows time not yet invoiced. "Awaiting Payment" shows invoiced but unpaid. No more guessing what "Outstanding" means.
Side-by-side import comparison
Import your existing billing data and see your original spreadsheet next to how ExpertPractice reads it. Export back in your original format anytime.
Invoice confirmation
Review and confirm that all rates, hours, and calculations are accurate before generating. Every invoice is verified.
AI-powered CSV import
Upload any CSV or Excel file. Our AI detects columns, maps activity types, and handles messy data automatically.
Engagement letter generator
Generate a professional engagement letter from your case details. Pre-filled with your rates, terms, and attorney info.
Email sequences
Welcome emails and trial reminders keep you informed about your account status automatically.