Billing & Payments**Purpose**
1.2. Reduce manual reconciliation effort and minimize errors in payment recording.
1.3. Integrate payment confirmation with client records and billing status for transparency and compliance.
1.4. Generate automated alerts when payments are received, delayed, or missing.
1.5. Provide real-time financial status to attorneys and administrative teams.
1.6. Facilitate efficient follow-up actions on overdue or partial payments.
1.7. Maintain accurate financial logs for audit and regulatory requirements.
**Trigger Conditions**
2.2. Invoice status update from “Outstanding” to “Paid/Partial Paid.”
2.3. Entry in accounting software for client payment.
2.4. Notification from payment gateway of incoming transaction.
2.5. Manual entry by staff member confirming external payment.
2.6. Matching transaction reference between invoice and payment record.
**Platform Variants**
• API: `Payment Create` endpoint for receiving payment data.
• Configure: Webhook to trigger when payment made.
3.2. Xero
• API: `Payments API`—trigger on payment receipt to update status.
• Configure: Use payment webhook with invoice matching.
3.3. Stripe
• API: `payment_intent.succeeded` webhook for successful payments.
• Configure: Map payment to client invoice ID.
3.4. PayPal
• API: `Webhooks > PAYMENT.SALE.COMPLETED` event.
• Configure: Link transaction to invoice system.
3.5. LawPay
• Feature: Transaction notification webhook.
• Configure: Parse webhook, extract invoice reference, update status.
3.6. Zoho Books
• API: `Payments` endpoint for recording new payments.
• Configure: Set webhook for payment received.
3.7. FreshBooks
• Feature: `Payments API—payment.created` event.
• Configure: Auto-update billing status in system.
3.8. NetSuite
• API: `CashSale` record, monitor payment field update.
• Configure: Scripted alert on payment matched to case file.
3.9. Sage Intacct
• API: `ARPayment` creation trigger.
• Configure: Send payment data to attorney practice management.
3.10. Square
• API: `Payment Updated` webhook event.
• Configure: Synchronize with invoice tracking module.
3.11. Clio Manage
• Feature: `Payments` webhook integration.
• Configure: Listen for 'payment recorded' events.
3.12. MyCase
• Feature: Payment received webhook trigger.
• Configure: Auto-post to billing tracker.
3.13. Microsoft Dynamics 365
• API: `CustomerPayment` record creation.
• Configure: Trigger workflow to update billing ledger.
3.14. Salesforce
• API: `Opportunity Payments` object created/updated.
• Configure: Flow triggered on new payment record.
3.15. Bill.com
• API: `Payment In` webhook event.
• Configure: Match transaction to invoice and log.
3.16. PCLaw
• Feature: Import Application Payments interface.
• Configure: Monitor payment entry and sync with master ledger.
3.17. Rocket Matter
• Feature: Payment recorded event web notification.
• Configure: Update billing and trigger attorney notification.
3.18. Google Sheets
• Feature: Scripted webhook listener for new payment rows.
• Configure: Auto-update tracking when new row added.
3.19. Mailgun
• Feature: Email parsing for payment receipts.
• Configure: Extract payment details, trigger automation.
3.20. Slack
• Feature: Incoming webhook for payment alerts.
• Configure: Notify channel on payment receipt.
3.21. Intergiro
• API: `Transaction Webhook` for real-time banking updates.
• Configure: Map payment to specific client invoice.
**Benefits**
4.2. Ensures immediate visibility of payment status for attorneys and support staff.
4.3. Reduces risk of overlooked or delayed payment entries.
4.4. Keeps compliance and audit records accurate and up to date.
4.5. Improves client trust with timely and transparent billing operations.
4.6. Enables efficient and targeted follow-up for outstanding and partial payments.
4.7. Scales across platforms and system changes with minimum reconfiguration.