Principal lawyer: prevent missed retainer payments and reconcile faster
Principal lawyer: prevent missed retainer payments and reconcile faster
Principal lawyer misses payment emails in crowded inboxes, causing delayed retainer reconciliation and billing gaps. Alerts notify finance and admin so retainers are reconciled and billing stays accurate.
Overview
Missed retainer notifications create billing gaps and client disputes for small law firms. This workflow routes payment emails into internal alerts and accounting entries so your principal lawyer and admin never miss retainer reconciliation and billing stays accurate.
Notable Features
- Notify finance and legal instantly
- Extract payment details from emails
- Create billing record and task