Keep immigration matters and payments aligned for legal ops

IT directors at law firms see transfers split matter and billing records, causing manual reconciliation and missed payments. Consolidate records so finance and ops receive accurate billing.

Overview

Fragmented transfer and billing records force operations and finance into manual reconciliation and risk missed payments for law firms. This workflow ensures every transfer creates matter, collected payment, and payment-plan records so finance and ops work from the same accurate billing ledger, eliminating reconciliation bottlenecks and billing exceptions.

Notable Features

Create matter records from transfers
Log collected payments to finance
Create payment-plan entries when needed