Skip to walkthrough
Juris360IQAI Firm Control Center

Guided screenshots, not live forms. Fictional public-demo data. No production account, live AI, email delivery or money movement.

Billing review Step 25 of 33

Review selected work and the exact total

Your action

Select the $437.50 time entry and $85 courier expense. Enter tax $0 for this example and the client-facing note shown. Confirm the $522.50 total, then click Create draft invoice.

Review selected work and the exact total. Actual captured fictional application screen. Select the approved time AND courier expense 1 Manual example tax: $0 2 Verify total: $522.50 3 Enter the fictional client-facing note 4 Create the draft invoice 5 Click Here
Red boxes identify the actual input, navigation or result. Click Here advances the guided screenshots; it does not submit a live form.

Highlighted controls

  1. Select the approved time AND courier expense
  2. Manual example tax: $0
  3. Verify total: $522.50
  4. Enter the fictional client-facing note
  5. Create the draft invoice

Value to the firm

Selecting approved sources rather than retyping line items reduces arithmetic mistakes and double billing.

Presenter notes: purpose, business value and limitations

The approved time is 1.25 hours at $350, totaling $437.50. The approved reimbursable courier cost is $85. The draft total is therefore $522.50 with manually entered zero tax. Juris360IQ does not calculate tax applicability. Creating the draft reserves these sources; a voided draft would release them. We do not void this invoice in the scenario.

Business value: Selecting approved sources rather than retyping line items reduces arithmetic mistakes and double billing.

Captured October 22, 2026. Illustrative workflow, not legal or tax advice. Business benefits are qualitative, not measured savings.