About Billing To Milan

Billing To Milan is an independent executable primarily used for creating, updating, and archiving workspaces based on client matter information read from billing, accounting, and client management databases. Billing To Milan can also be used to automate a number of other tasks, including flatspace filing, adding workspaces to users' My Matters, creating subscriptions, updating users' My Matters based on billing hours, and creating policies.

The following table summarizes all tasks available through Billing To Milan.

Task	Description
Create workspaces	Creates a new workspace whenever a new client or matter is added to a specified billing or accounting database.
Update workspaces	Updates the metadata on a existing workspaces when the client or matter information changes in the specified billing or accounting database.
Archive workspaces	Moves old workspaces from one WorkSite database to another by applying user-specified criteria to data obtained from the specified billing or accounting system.
Perform flatspace filing	Moves existing flatspace documents into a folder in a new workspace if their client matter numbers match those of the new workspace.
Add Workspaces to My Matters	Adds a shortcut to the My Matters of other users when a new workspace is created.
Subscribe to Another User's My Matters	Creates a subscription for a user to the My Matters of another WorkSite user. For example, a secretary can automatically have access to an attorney's My Matters.
Update My Matters based on Billing Hours	Adds a shortcut to a user's My Matters when that users exceeds a predetermined number of billing hours for a matter.
Create and apply policies	Creates policies within Security Center or Policy Center for enforcing Team Security and Ethical Walls.