Time Tracking, Billing, and PaymentsPurpose
1.2. Reduce manual effort by automating invoice formatting, client segmentation, PDF creation, document archival, and sending via customized channels.
1.3. Ensure invoices are automated accurately, delivered securely, and easily tracked, streamlining legal firm’s billing process.
Trigger Conditions
2.2. Time entry approval in time tracking software or matter closure.
2.3. Receipt of payment notification requiring next invoice batch.
2.4. Addition of new client record with active billing status.
Platform Variants
3.1. QuickBooks Online
• Feature/Setting: Create Invoices (API v3); configure webhook for “new billable period” event.
3.2. Xero
• Feature/Setting: Accounting API “Invoices Endpoint”; schedule batch invoice POST calls on monthly close.
3.3. Zoho Books
• Feature/Setting: Automation Rule for “Auto-Send Invoice” using REST API and workflows.
3.4. FreshBooks
• Feature/Setting: Invoices API; automate “Create and Email Invoice” for client groups.
3.5. Sage Business Cloud
• Feature/Setting: Batch Invoice Creation API; connect to “scheduled run” for invoicing events.
3.6. NetSuite
• Feature/Setting: SuiteTalk Web Services Invoice Batch; triggered by approved time logs.
3.7. Microsoft Dynamics 365 Business Central
• Feature/Setting: Financials API “Post Sales Invoice”; recurring flow on set intervals.
3.8. Intuit Mailchimp
• Feature/Setting: Email Automation API; send invoices as email campaigns to segmented clients.
3.9. Salesforce
• Feature/Setting: Process Builder or Flow for batch invoice object creation and automated dispatch.
3.10. Slack
• Feature/Setting: Workflow Builder; automate invoice notifications in legal teams’ channels.
3.11. SendGrid
• Feature/Setting: Mail Send API; automate PDF invoice sending by templated batch email.
3.12. Google Drive
• Feature/Setting: Drive API for automated invoice upload and sharing permissions.
3.13. Dropbox
• Feature/Setting: File Requests API; automate client-specific invoice deposit folders.
3.14. DocuSign
• Feature/Setting: Envelopes API; automate sending invoices for digital acknowledgment/approval.
3.15. PayPal
• Feature/Setting: Invoicing API; automate batch generation and emailing of payable links.
3.16. Stripe
• Feature/Setting: Invoice Create & Send API; configure batch runs for legal clients.
3.17. Microsoft Outlook
• Feature/Setting: Graph API “SendMail”; configure automated delivery of attached invoice batches.
3.18. Gmail
• Feature/Setting: Gmail API “Users.messages.send”; automate invoice PDF attachment delivery.
3.19. Box
• Feature/Setting: Content API; automate upload and shared link sending for each client.
3.20. PandaDoc
• Feature/Setting: Documents API; automate invoice document batch send for e-sign or acknowledgment.
3.21. Monday.com
• Feature/Setting: Automation Recipes; trigger on completed projects to initiate invoice batch flows.
3.22. Airtable
• Feature/Setting: Automations; “When record matches conditions, run script” to generate and dispatch invoices.
3.23. Smartsheet
• Feature/Setting: Automated workflows for batch sharing and status tracking of sent invoices.
3.24. HubSpot
• Feature/Setting: Workflow Automation; trigger invoice send based on deal stage reached.
Benefits
4.2. Enables faster, automated, and auditable invoice delivery to clients and client groups.
4.3. Centralizes invoice records, automating documentation and reducing compliance risks.
4.4. Accelerates payment cycles via timely, automated, and trackable billing communications.
4.5. Facilitates regulatory adherence through automated archival in secured cloud storage platforms.
4.6. Supports scalable business growth with reliable, automatable repeating flows for recurring clients.