How this fits with your practice management system
Cedent is not a billing system. It helps you capture and prepare time entries from your case work; your practice management system — Clio, MyCase, or whatever you run on — stays the system of record for billing, rates, and invoices.
The division of labor
Section titled “The division of labor”- Cedent drafts time entries from your activity, lets you review and attest to them, and exports them.
- Your practice management system holds your billing rates, generates invoices, and sends them to clients.
You are not billing clients out of Cedent, and you are not replacing your billing software.
The workflow
Section titled “The workflow”- You work the matter — read email, review documents, edit drafts.
- Cedent drafts time entries from that activity.
- You review, adjust, and attest to them in the Time tab.
- You export the approved entries as a spreadsheet file (CSV).
- You import that file into your practice management system, which applies your rates and bills as it always has.
Cedent does not push entries into your billing system for you — you export and import, so nothing reaches your ledger without passing through your hands. The rate and amount in Cedent’s export are there for your reference; your billing system applies its own rates of record when you import.
Common questions
Section titled “Common questions”Does Cedent send my time straight into Clio or MyCase? No. Cedent exports a file you import yourself. This keeps your billing system the single source of truth and keeps you in control of what gets billed.
Which rates apply — Cedent’s or my billing system’s? Your billing system’s. Cedent can include a rate for your reference, but your practice management system applies its own when you import.