Attorney: record quotes and payment plans for billing

Attorneys miss recording quotes and payment plans after sessions, causing billing gaps and skewed KPI reports. This adds finance records, KPI rows, and notifies the attorney so billing is complete.

Overview

Unrecorded quotes create billing gaps and muddy KPI reporting for small law practices. This workflow turns every completed strategy session into a finance record and KPI row and alerts the responsible attorney, eliminating missed invoices and restoring clear performance visibility. Customers report faster handoffs and zero missed follow-ups.

Notable Features

Create finance records from submissions
Append quote details to KPI sheet
Notify attorney with payment plan summary