Notify team and owner of received client payments
Notify team and owner of received client payments
Your client payment notices often go unseen, delaying reconciliation and client confirmation. Send immediate, contextual payment notices to your team so you reconcile receipts same day.
Overview
When client payments don't surface quickly, reconciliation and client confirmations stall. This flow delivers immediate, contextual payment notices to your billing coordinator and attorney so you reconcile and confirm receipts the same day.