Notify suspected unpaid intake submissions to billing team
Notify suspected unpaid intake submissions to billing team
Your intake form submissions sometimes lack a matching payment receipt, delaying case setup and risking unpaid retainers. You receive an alert to verify payment before opening the case.
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Overview
Intake submissions that arrive without a matching payment create billing risk and waste attorney time; this flow spots those cases and alerts billing and counsel within 30 minutes so you stop work on unpaid matters. That keeps retainers verified and speeds case setup for paying clients.