Billing & Payments**Purpose**
1.2. Reduce manual intervention in payment reminders, invoice creation, tracking, reconciliation, and follow-ups.
1.3. Ensure compliance with regulatory record-keeping and transparent client communication on billing.
1.4. Integrate data from CRM, accounting, and calendaring systems to reflect real-time status.
1.5. Enable flexible payment plans customized per client case and automate notifications across multiple channels.
**Trigger Conditions**
2.2. Approval of payment plan schedule within the billing platform.
2.3. Receipt of first or subsequent installment payment.
2.4. Upcoming due date within predefined reminder window.
2.5. Failed or missed scheduled payment detection.
**Platform Variants**
3.1. Stripe
• API: Payment Intents, Subscriptions; Configure scheduled charges and webhook events for payment status.
3.2. PayPal
• API: Billing Plans & Agreements; Set up recurring installment invoices and payment status notifications.
3.3. QuickBooks
• API: Invoice API, Payment Schedules; Auto-generate split invoices and map payments to client ledgers.
3.4. Xero
• API: Invoice Endpoint, Repeating Invoices; Schedule periodic invoicing and payment reconciliation.
3.5. FreshBooks
• API: Recurring Profiles; Use recurring invoice features for installment plan generation.
3.6. Zoho Books
• API: Auto-charge, Recurring Invoices and Webhooks for payment event reactions.
3.7. LawPay
• Feature: Payment Plans; Set up automatic billing for administrative law clients, collect via secure client portal.
3.8. Clio Manage
• API: Payment Plans; Sync client records, auto-create installments, push payment reminders.
3.9. PracticePanther
• API: Scheduled Payments; Automate reminders, update status in legal CRM.
3.10. Rocket Matter
• API: Recurring Billing; Link installment schedules with matter management.
3.11. Salesforce
• Feature: Scheduled Workflow/Flow Builder; Trigger payment reminders, create tasks, sync opportunity status.
3.12. Microsoft Power Automate
• Feature: Recurrence Trigger + Outlook; Schedule email reminders and Teams notifications on due events.
3.13. Slack
• API: Chat.ScheduleMessage; Deliver scheduled payment reminders directly to casework channels.
3.14. Twilio
• API: Programmable SMS; Send SMS payment alerts, overdue payment escalation.
3.15. Mailgun
• API: Sending API with Event Tracking; Deliver and monitor scheduled billing emails.
3.16. SendGrid
• API: Marketing Campaigns; Set automated email flows for billing milestones.
3.17. Google Calendar
• API: Events.insert; Auto-create calendar events for payment due dates and reminders.
3.18. DocuSign
• API: EnvelopeCompletion Webhooks, Scheduled Reminders; Send signed installment agreements and reminders.
3.19. Monday.com
• API: Automations; Track installment progress, overdue status, update legal ops boards.
3.20. Airtable
• API: Scripting/Automation; Store payment schedules, trigger reminders, update status fields.
3.21. Pabbly Subscriptions
• API: Create Plan, Charge Customer; Automate billing cycles, payment notifications.
3.22. Wave
• API: Recurring Invoices; Generate and send split payment requests on custom schedules.
**Benefits**
4.2. Improves cash flow predictability with on-time installment collection.
4.3. Enhances client trust and satisfaction via prompt, transparent communication.
4.4. Facilitates audit and compliance by maintaining automated, immutable records.
4.5. Enables actionable insights through data-driven dashboards and reporting on payment trends.