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.

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.