Law firms · Billing
Prepare and send bills
Draft invoices, payment links, trust requests, and payment records from the billing workspace.
Before sending
Confirm the client contact, matter, billing contact, invoice terms, and online payment settings. Draft bills can be edited before they are sent.
Payment links
Payment links can be generated for eligible unpaid bills. Share the link through the send flow or copy it into a client message when the client needs a quick resend.
Recording payments
Record outside payments from Billing or the bill detail page. If trust funds are available, pick the correct trust source before applying the payment.