Automated invoice generation and delivery

Purpose

1.1. Automate the repetitive task of invoice generation and delivery for bankruptcy legal services, ensuring accurate, timely, and consistent billing compliant with industry regulations.
1.2. Automating the end-to-end process from data collection (case milestones, billable hours, filing fees) to invoice creation, customization (per client, retainer requirement, service delivered), and delivery via email, client portal, or e-signature.
1.3. Automation eliminates manual data entry, reduces billing disputes, supports automated archiving, and enables real-time payment tracking.
1.4. Automator flows can further trigger escalations and payment reminders automatically based on configurable business logic.

Trigger Conditions

2.1. Bankruptcy case milestone reached (e.g., petition filed, discharge granted).
2.2. Time entry submitted by attorney or legal assistant.
2.3. Retainer threshold reached or exceeded.
2.4. Scheduled date-based triggers (monthly, on completion of case step).
2.5. Payment status changed (e.g., partial payment or overdue status detected).

Platform Variants

3.1. QuickBooks Online
• Feature/Setting: Automated invoice creation via QuickBooks API – `/v3/company//invoice`
3.2. Xero
• Feature/Setting: Invoices endpoint in Xero API for automated invoice creation – `POST /api.xro/2.0/Invoices`
3.3. FreshBooks
• Feature/Setting: Use “Create Invoice” in FreshBooks API – `/accounting/account/{account_id}/invoices/invoices`
3.4. Zoho Books
• Feature/Setting: `Create Invoice` function – `/invoices` API endpoint
3.5. Sage Intacct
• Feature/Setting: Automated invoice provisioning via `create_invoice` API
3.6. Wave
• Feature/Setting: Invoice automation via “Invoices” API – `/businesses/{business_id}/invoices`
3.7. Bill.com
• Feature/Setting: Automated e-billing via Bill.com’s Invoice API – `/Invoices/Create`
3.8. Stripe
• Feature/Setting: “Invoices” automation via Stripe API – `/v1/invoices`
3.9. PayPal
• Feature/Setting: Invoice creation and delivery automation – `/v2/invoicing/invoices`
3.10. Microsoft Dynamics 365
• Feature/Setting: “SalesInvoices” in Dynamics 365 Business Central API
3.11. SAP Concur
• Feature/Setting: `Expense Report API` for automating legal billing
3.12. Oracle NetSuite
• Feature/Setting: SuiteTalk `invoice` web service
3.13. MYOB
• Feature/Setting: “Invoices API” for automated creation – `/v2/invoices`
3.14. Salesforce Billing
• Feature/Setting: “CreateInvoice” automation via REST API
3.15. DocuSign
• Feature/Setting: Automated document delivery for signed invoices – Envelope automation API
3.16. PandaDoc
• Feature/Setting: “Create Document” for automated invoice template sending
3.17. Google Workspace (Gmail)
• Feature/Setting: Automated invoice email sending via Gmail API
3.18. Outlook (Microsoft 365)
• Feature/Setting: Automated email delivery of invoices via Outlook API graph `/me/sendMail`
3.19. Dropbox Sign (HelloSign)
• Feature/Setting: Send invoices for e-signature via the HelloSign API
3.20. Slack
• Feature/Setting: Automated alert/delivery of invoice notifications via Slack API – `chat.postMessage`
3.21. Monday.com
• Feature/Setting: Use Monday API to trigger invoice process automation on case progress
3.22. Asana
• Feature/Setting: Automated workflow step to trigger invoice generation from task completion event
3.23. Trello
• Feature/Setting: Automation connector triggers invoice creation on board action
3.24. HubSpot
• Feature/Setting: Automated invoicing workflows triggered by deal stage API
3.25. Google Sheets
• Feature/Setting: Automated invoice data generation with scheduled Apps Script trigger
3.26. Airtable
• Feature/Setting: Airtable automation triggers for invoice row updates
(Each configuration point would require credentials, mapping business rules, and scheduling logic.)

Benefits

4.1. Automatedly reduces manual errors and automates duplicative administrative work.
4.2. Accelerates cash flow and automates compliance checks.
4.3. Automates client communications for greater customer satisfaction.
4.4. Enables scalable and automatable processes for high-volume chapter 7, 11, or 13 bankruptcy practices.
4.5. Comprehensive automation allows legal teams to focus on high-value advocacy, not paperwork.
4.6. Audit trails and automated reporting support regulatory and internal compliance during automation.
4.7. Automation-ready for rapid integration with other case management and practice management systems.
4.8. Reduces billing disputes by maintaining transparent, automated and verifiable workflows.
4.9. Automates updates in real time to all stakeholders on invoice and payment status, enhancing trust.
4.10. Entirely automatable and customizable per firm workflow and jurisdictional requirement.