Business owners: keep client balances and due dates accurate
Business owners: keep client balances and due dates accurate
Business owners lose visibility when payments don't update matters, causing payment-plan drift. Update balances and due dates across systems so intake and ops see current payment status.
Overview
Untracked posted payments create payment-plan drift and missed follow-ups, which damages client experience and adds work for operations. This workflow aligns open balances and invoice due dates between your accounting and matter systems so intake and ops have immediate, trustworthy visibility. The result is fewer manual corrections, clearer handoffs, and more reliable billing follow-up.
Notable Features
- Push payment updates to matter records
- Adjust invoice due dates dynamically
- Notify intake when balances change