Help Center
Step-by-step guides for running your practice through ExpertPractice — invoicing, payments, and keeping your cases organized.
Setting Up Your Firm Info & Invoice Defaults
My Practice has a lot of fields — what actually shows up on my invoices, and what should I put in each one?
Read articleGetting Started
Setting Your Default Rates & Rate Structures
Do I have to type in my rate every time I log time, or can I set it once?
Read articleCreating and Closing a Case
I'm starting a new engagement — what actually happens when I create a case, and how do I mark one as done?
Read articleImporting Your Existing Time & Billing Data
I've got years of time entries in a spreadsheet — do I really have to retype all of it?
Read articleCases & Contacts
Organizing Your Cases
Can I control the order my cases show up in?
Read articleAdding Multiple Attorneys to a Case
Two attorneys from the same firm are retaining me on this case — how do I add both?
Read articleManaging Your Contacts
Where do I keep attorney and contact info that isn't tied to just one case?
Read articleCreating an Engagement Letter
I need to send a signed engagement letter before I start work — do I write one from scratch?
Read articleCategorizing Cases with Case Types
Can I categorize my cases — like Expert Witness vs. IME vs. DME — and filter by it?
Read articleUnderstanding Your Case Activity Feed
Where can I see everything that's happened on a case — without opening five different tabs?
Read articleCalendar
Using the Calendar
How do I track meetings, depositions, and deadlines instead of just billable time?
Read articleRecurring Calendar Events
I have a call every week for this case — do I have to add it to the calendar one date at a time?
Read articleImporting & Exporting Your Calendar
Can I bring in dates from my existing calendar app, or get mine out as a .ics file?
Read articleCalendar Events in This Week & Case Activity
I added a calendar event to a case — where does it actually show up on the case itself?
Read articleTime Tracking
Tracking Time with the Start Timer
Do I have to remember my hours after the fact, or can ExpertPractice just time me while I work?
Read articleLogging Recurring & Multi-Day Time Entries
I did the same task every day this week — do I really have to create seven separate time entries?
Read articleLogging a Flat-Fee Time Entry
My engagement letter has a flat fee for this phase, not an hourly rate — how do I log that?
Read articleCustom Activity & Expense Types: Categories, Not Descriptions
Should I create a new “type” every time I do something specific for a case, or is that not what it's for?
Read articleLogging a Case Expense
I paid for something out of pocket for this case — mileage, a filing fee — how do I add that to what I bill?
Read articleInvoicing & Payments
Generating Your First Invoice
How do I turn logged time into something a client can actually pay?
Read articleDownloading Your Invoice (and Adding a Cover Letter)
How do I download invoice PDFs and send them to my client — and what's the cover letter option for?
Read articleWhat Happens When You Mark an Invoice as Sent
I clicked Mark as Sent — what did that actually lock, and can I still fix things?
Read articleRecording Payments & Case Credit
How do I log that I got paid — and what's the difference between a retainer and an advance?
Read articleBilling a Retainer vs. Collecting One Upfront
I want to charge a retainer — do I record it as a payment, or log it as time and put it on an invoice?
Read articleVoiding an Invoice
I need to fix a sent invoice. Do I lose my time entries? What about payments I already got?
Read articleSplitting an Invoice Between Payers
Two parties need to pay this case — how do I bill them separately on one invoice?
Read articleUnderstanding the AR Aging Report
Which of my invoices are actually overdue, and by how much?
Read articleUnderstanding 1099 Tracking
Which clients paid me $600 or more this year, and have I gotten a 1099 from them yet?
Read articleHow Invoice Follow-Up Reminders Work
Does ExpertPractice email my client automatically if they don't pay, or is this just for me?
Read articleDocuments
Testimony & Challenges
Public Profile
Account & Settings
Managing Your Billing & Subscription
My trial is ending — what happens if I don't upgrade, and how do I actually cancel later?
Read articleInstalling ExpertPractice on Your Phone
Can I get ExpertPractice as an app instead of a browser tab?
Read articleUsing the AI Practice Assistant
Is the AI Assistant going to tell me what to bill, or just how to use the software?
Read articleStill stuck?
Email us at support@myexpertpractice.com and we'll help you sort it out.
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