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For law firm presidents: send invoices and payment links

Law firm presidents miss invoice emails, causing surprise charges and stalled collections. It emails invoice PDFs and payment links on form submission, alerts office contacts, and starts follow-up.

For law firm presidents: send invoices and payment links

Overview

Missed invoice emails create surprise charges and slow collections for small law firms. This workflow delivers invoice PDFs and payment links on form submission and notifies office contacts so collections start without manual chasing. Firms report fewer missed invoices and faster follow-ups.

Notable Features

  • Email invoice PDFs on submission
  • Attach payment links to emails
  • Notify office billing contacts and follow-up

For law firm presidents: send invoices and payment links