Skip to content
Log inSign up
Templates
Create received payment records in client case management

Create received payment records in client case management

Your bank transactions for client payments sometimes miss matter records, delaying reconciliation. Billing staff reconcile ledgers the same day after receiving matched transactions.

Create received payment records in client case management

Overview

Unrouted client payments create reconciliation work and delay billing cycles for legal matters. This flow captures qualifying bank transactions and posts them to matter records so billing staff and case managers can reconcile ledgers the same day.

Create received payment records in client case management