Tackling Billing Challenges in Relativity Webinar Presentation

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TSD Webinar | 24 June 2020
Tackling Billing Challenges in
Relativity

Today’s Speakers:
Maria Marinova
Business Development
Relativity
TSD Services
Ramon Goris
Implementation
Specialist II
RelativityOne
Plamena Ivanova
Product Manager
TSD Services

About TSD
 Bulgarian IT company with 13+ years of experience
 Specializing in software development services, IT consulting, and end-to-end custom software
solutions
 A reliable IT partner to global organizations from various industry segments including Finance &
Insurance, Accounting & Auditing, Software & Technology, Gambling, Legal, eDiscovery
 A trusted Relativity Developer Partner since 2013
 60+ successfully completed Relativity custom development projects
 Own Relativity-based product and service lines

Agenda
1. Billing challenge 1: Data understanding, utilization, and ROI measurement
2. Available solutions and MaxBilling live demo
3. Billing challenge 2: Cost management
5. Billing challenge 3: Need of reporting for out-of-the-box billing items
7. Billing challenge 4: Complex billing report information
9. Billing challenge 5: Time-consuming and error-prone manual billing process
11. Q&A
Agenda

Data Understanding,
Utilization, and ROI
Measurement

Solution
 Monitor and analyze data usage in aggregated reports or per-Client reports
 View billing data in different breakdowns - Workspace, Matter, Client, Instance
 Variety of billing items organized in separate Billing Categories
 Track usage amounts without making price calculations (set billable/non-billable items)
 Report Files with all levels of aggregation available for download

Cost Management

Solution
 Apply different pricing conditions for specific workspaces in the same profile. Exclude specific
workspaces which you do not want to charge for
 Apply minimum flat fees for workspaces even when there is no usage amount within the
reported period or charge clients up to a specific total value and still see the actual calculations
 Use flexible pricing models - set single or tiered pricings, allowing you to charge based on usage
amounts and apply different prices once a threshold was burst
 Identify hosting size peaks on a Workspace, Matter, and Client level and select the optimal peak
to charge for. Track current value for Case Rollup items
 Charge users on a Workspace, Matter, and Client basis
 Track data usage for different periods by generating reports for any custom period

Need of Reporting
for Out-of-the-Box
Billing Items

Solution
 Create custom billing items in MaxBilling billing item types, specifying allowed units – sizes,
counts, time, create custom name, description, codes
 Once created, include the custom billing items in your billing profile and have all costs within a
single report
 Create your own statistics about any custom task, which will be included in billing reports
 The relation between each custom statistics entry and a particular workspace ensures proper
aggregation capabilities in the reports - you can still use all types of breakdowns

Complex Billing Report
Information

Solution
 Multi-layer graphics fed by generated reports visualizing the report information
 Report Data widget allowing quick review and analysis on a Client, Matter, or Workspace level set
on a daily, weekly, monthly basis, or any custom time period
 Set multiple widgets of the same widget type to quickly compare the report information
regarding multiple clients or matters
 Dynamically load detailed information in a table view representing different aggregation levels

Agenda
1. Billing challenge 1: Data understanding, utilization, and ROI measurement
3. Billing challenge 2: Cost management
5. Billing challenge 3: Need of reporting for out-of-the-box billing items
7. Billing challenge 4: Complex billing report information
9. Billing challenge 5: Time-consuming and error-prone manual billing process
11. Q&A

Time-Consuming and
Error-Prone Manual
Billing Process

Solution
 All necessary billing settings and conditions maintained within one profile only. No extra action
required when adding new clients, matters, and workspaces to your Relativity instance
 Automate your billing process within Relativity and have all the billing information sent to your
email - build your schedules with different recurrence settings
 Report Files sent automatically to email recipients using customizable email templates

Resources:
Web Page User
Guide
Release Notes Latest
Features
Insight

Q&A

Tackling Billing Challenges in Relativity Webinar Presentation

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