Billing & Payments**Purpose**
1.2. Ensure timely and compliant billing for legal consultations, filings, and document preparation.
1.3. Integrate time tracking, client management, and legal case data to generate detailed and itemized invoices.
1.4. Automate recurring or milestone-based billing, refund calculations, and split payments for multi-party cases.
1.5. Maintain audit-ready, regulation-compliant invoice records for legal and financial scrutiny.
1.6. Synchronize invoice data with practice management, document generation, and payment platforms.
**Trigger Conditions**
2.2. Submission of case milestone deliverables.
2.3. Approval of client pre-quote or retainer funds.
2.4. Scheduled recurring billing date based on retainer agreement.
2.5. Client request via email or client portal.
2.6. Receipt of third-party expenses for disbursement billing.
2.7. Completion of internal billing cycle in accounting software.
**Platform Variants**
• Feature/Setting: Invoices API (Create Invoice endpoint); configure client, line items, payment terms.
3.2. **Xero**
• Feature/Setting: Invoices API (POST Invoices); map legal matter reference, codes, and billable hours.
3.3. **Zoho Invoice**
• Feature/Setting: Create Invoice API; configure attorney as user, set case-matter custom fields.
3.4. **FreshBooks**
• Feature/Setting: Invoice creation API; set “client”, “service” (time entry), and filing fee details.
3.5. **Clio Manage**
• Feature/Setting: Bill Endpoint; configure billable activities linked to cases.
3.6. **PracticePanther**
• Feature/Setting: Invoice API; relate invoice to matter ID and include time/expense logs.
3.7. **MyCase**
• Feature/Setting: Invoices API (v1); inject billable items upon completed tasks/status.
3.8. **TimeSolv**
• Feature/Setting: Invoices API; set attorney, client project, and billable item type.
3.9. **CosmoLex**
• Feature/Setting: Invoice POST API; configure disbursement split and retainer ledger link.
3.10. **Sage Intacct**
• Feature/Setting: Create_invoice API function; set customer, legal service GL account.
3.11. **LawPay**
• Feature/Setting: Integration trigger to auto-generate invoice from payment link use.
3.12. **Stripe Invoicing**
• Feature/Setting: Invoice Create API; define customer, tax, service/product description.
3.13. **PayPal Invoicing**
• Feature/Setting: Invoicing API; configure payer, itemization, and custom metadata.
3.14. **Wave Accounting**
• Feature/Setting: Invoices endpoint; map legal service category and payment due date.
3.15. **Bill.com**
• Feature/Setting: CreateBill endpoint; set vendor, legal service details, and approval flow.
3.16. **Oracle NetSuite**
• Feature/Setting: Record.create({type:'invoice', values...}); define legal department class.
3.17. **SAP Concur Invoice**
• Feature/Setting: Invoice API; align legal costs, approval policy, and supporting document upload.
3.18. **Google Sheets (as data source)**
• Feature/Setting: Trigger on new row; auto-transfer client/time-entry data for invoice creation.
3.19. **DocuSign**
• Feature/Setting: Agreement completion trigger to generate and send invoice upon signature.
3.20. **Salesforce**
• Feature/Setting: Invoice Object/REST API; tie billing to closed legal service opportunities.
**Benefits**
4.2. Minimizes human error in calculation, itemization, and date tracking.
4.3. Supports immediate, regular, or milestone-based client billing without intervention.
4.4. Enables audit-compliant, consistent invoice formatting and traceability.
4.5. Allows multi-system synchronization (CRM, document, and accounting).
4.6. Improves client satisfaction via prompt and accurate billing delivery.
4.7. Facilitates integration with legal trust compliance and reporting.