For attorneys: attach final invoices to matter tasks

Attorneys lose final invoices when billing updates aren't linked to matter records, causing missed billing. So attorneys see the invoice on the matter record and avoid billing disputes.

Overview

Missed final invoices create billing gaps and client friction for small law practices. This flow ensures the final PDF is attached to the matter task and a visible note is posted so attorneys always find the invoice on the matter record. Firms report fewer missed billings and faster issue resolution when invoice records live directly on the matter.

Notable Features

Attach final invoice PDFs to tasks
Post a note on matter task
Notify attorneys and billing staff