For law firms: notify case owners about inbound payments

Law firm owners miss inbound bank payments buried in inboxes, causing misrouted funds and stalled case accounting. Ensuring the responsible lawyer can reconcile payments and notify clients promptly.

Overview

Missed or misrouted payments create accounting headaches and risk client trust for law firms. This workflow delivers each inbound payment with the extracted case identifier to the right lawyer and records it in your matter system, ensuring prompt reconciliation and consistent client notice.

Notable Features

Extract case ID from remittance
Send payment alerts to lawyer
Add payment record to case file