Notify law firm marketing ops and finance on payments

Marketing ops miss criminal matter payments causing reconciliation gaps and client ledger errors. Alerts send payment amounts, dates and balances to finance and matter owners so reconciliation starts.

Overview

Missed payment notices create reconciliation risk and client accounting errors in criminal practice. This workflow ensures payment amounts, dates, and balances reach finance and matter owners, turning ad-hoc billing alerts into consistent, auditable notifications so reconciliation begins reliably.

Notable Features

Send payment alerts to owners
Include amount, date, and balance
Create reconciliation task for finance