Billing, Invoicing & Payments**Purpose**
2. Enable real-time automated data transfer from forensic case management solutions to payment portals, reducing manual entry and automating reconciliation.
3. Facilitate automated communications, notifications, and reminders to clients regarding payment statuses and due dates.
4. Ensure compliance through secure automated payment processing, auditing, and report generation aligned with forensic and legal billing standards.
5. Automate multi-channel payment acceptance, dispute handling, and client ledger updates for enhanced professional transparency and cash flow management.
**Trigger Conditions**
2. Automated trigger when invoice is approved in practice management software.
3. Automatedly triggered by overdue payment status or receipt of partial payment.
4. Automation starts on event of client login or payment attempt on client portal.
5. Scheduled automator runs for monthly, quarterly, or ad hoc billing cycles.
6. Automation initiated via API webhook from legal, CRM, or forensic platforms.
**Platform Variants**
- API: /v2/payments/payment automate creation and execution of client payment transactions.
2. Stripe
- API: /v1/payment_intents automate invoice generation and secure payment acceptance.
3. Square
- API: /v2/invoices automate issuing new invoices and collecting payments.
4. QuickBooks Online
- API: /v3/company/invoice automate the synchronization and posting of payment records.
5. Xero
- API: /api.xro/2.0/Invoices automate invoice publication and payment matching.
6. LawPay
- API: /api/payments automate legal trust-account compliant payment processing.
7. Clio Payments
- Feature: Automated integration for legal billing and case-based payments.
8. FreshBooks
- API: /api/accounting/payment_automations automate invoice settlement tracking.
9. Zoho Books
- API: /books/v3/customerpayments automate client payment reconciliation.
10. Authorize.Net
- API: /xml/v1/request.api automate real-time client payment validation.
11. Braintree
- API: /payments/transaction automate credit card payment processing for clients.
12. Sage Intacct
- API: /v3/payments automate multi-ledger payment workflows.
13. Bill.com
- API: /api/v2/payments automate e-invoice delivery and payment automation.
14. DocuSign Payments
- Feature: Automated signature-to-payment workflow automation.
15. Wise (formerly TransferWise)
- API: /v1/payments automate foreign client payment processing.
16. GoCardless
- API: /payments automate direct debit collection workflows.
17. Recurly
- API: /v2/invoices automate recurring client payment automation.
18. Chargify
- API: /subscriptions automate invoiced subscription billing.
19. Mollie
- API: /v2/payments automate multi-currency payment acceptance.
20. Infusionsoft (Keap)
- API: /v1/invoices automate invoice and payment workflow sequences.
21. NetSuite
- API: /services/rest/record/v1/invoice automate ERP-integrated client payment workflow.
22. SAP Concur
- API: /api/v3/payments automate business expense and payment workflows.
23. Salesforce Billing
- Feature: Automated quote-to-cash client payment automation.
24. Microsoft Dynamics 365 Finance
- Feature: Automated invoice-to-payment financial process automation.
**Benefits**
2. Automates invoice delivery and payment reminders, reducing DSO (days sales outstanding).
3. Enables 24/7 automated client payment collection and reconciliation.
4. Automates compliance validation for legal/forensic regulations.
5. Improves client experience via seamless automated payment interfaces.
6. Automates multi-platform integration, boosting practice scalability and productivity.
7. Automates notifications to stakeholders, ensuring real-time payment tracking.
8. Centralizes payment analytics through automated data aggregation.
9. Automates mitigation of payment disputes with audit trails and auto-responses.
10. Supports automating revenue forecasting and cash flow optimization.