Skip to content

Send payment failure notice and pause case progress

Your clients' failed legal fee payments leave cases on hold and billing unclear for your small tax practice. Resolve delinquencies faster so billing staff and attorneys can restart work same day.

Send payment failure notice and pause case progress

Workflow preview:

Zap details:

Overview

Failed payments can put representation on hold and create reactive billing work for a small tax practice; this workflow emails clients and flags their cases so billing staff can act immediately. That shortens hold time and gets matters moving again the same day.

Send payment failure notice and pause case progress