Route client billing emails to your billing inbox

Your client emails with billing details sit untriaged, delaying invoices and missing billable charges. It sends billing-ready emails with matter and contact context so billing can act same day.

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Overview

Untriaged client emails with billing details cause missed charges and slow invoicing. This workflow enriches each inbound email with matter and contact context and forwards a billing-ready message to your billing inbox so staff can process invoices the same day.