Deferred Billing for Document Purchases

For our Enterprise Large Firm customers, Trellis offers the ability to defer the cost of individual documents and track purchases by the firm's billing/matter number format, allowing the firm to appropriately bill for any documents their users have purchased. 

When any firm user attempts to purchase a document, there will be a billing/matter number pop-up where they must enter the appropriate information prior to purchasing.  This is an add-on.

If your firm is interested in setting up this feature, please reach out to your dedicated Success Manager or send an email to success@trellis.law.